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WisdomTree US LargeCap Dividend Fund

332 hedge funds and large institutions have $2.27B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 114 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+23
Holders Change %
+7.44%
% of All Funds
5.36%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
43
Increased
114
Reduced
78
Closed
16
Calls
$1.13M
Puts
Net Calls
+$1.13M
Net Calls Change
+$789K
Name Holding Trade Value Shares
Change
Shares
Change %
SSWG
251
Seven Springs Wealth Group
Tennessee
$223K +$223K +3,600 New
E
252
ETFidea
New York
$220K +$220K +3,550 New
LFAS
253
Level Four Advisory Services
Texas
$220K +$220K +3,546 New
WWM
254
Western Wealth Management
Colorado
$216K -$218K -3,518 -50%
LNC
255
Lincoln National Corp
Pennsylvania
$216K +$216K +3,486 New
VA
256
Valmark Advisers
Ohio
$213K +$213K +3,443 New
BPA
257
Beacon Pointe Advisors
California
$213K +$213K +3,434 New
PO
258
Private Ocean
California
$212K
ONB
259
Old National Bancorp
Indiana
$208K +$208K +3,346 New
MOS
260
MGO One Seven
Ohio
$206K +$206K +3,331 New
GM
261
GeoWealth Management
Illinois
$205K +$205K +3,313 New
KWM
262
Keebeck Wealth Management
Illinois
$204K +$204K +3,294 New
AA
263
Ancora Advisors
Ohio
$196K
MA
264
MCF Advisors
Kentucky
$186K
IA
265
IFP Advisors
Florida
$170K -$6.88K -76 -4%
HI
266
Harbour Investments
Wisconsin
$168K -$45.1K -728 -21%
GEA
267
Glen Eagle Advisors
New Jersey
$162K +$12.5K +201 +8%
PP
268
Pacifica Partners
Canada
$158K
CSPIA
269
Cary Street Partners Investment Advisory
Virginia
$141K +$141K +2,271 New
SWM
270
Spire Wealth Management
Virginia
$134K
WTA
271
Washington Trust Advisors
Massachusetts
$129K
BC
272
Bartlett & Co
Ohio
$118K
BCWM
273
Bartlett & Co Wealth Management
Ohio
$118K
Franklin Resources
274
Franklin Resources
California
$104K
PA
275
PSI Advisors
Florida
$102K +$2.48K +40 +2%