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WisdomTree US LargeCap Dividend Fund

341 hedge funds and large institutions have $2.24B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 102 increasing their positions, 107 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $2.11B → $2.24B (+$132M)

1.07% more ownership

Funds ownership: 61.9%62.97% (+1.1%)

1% more funds holding

Funds holding: 338341 (+3)

5% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 107

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
341
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.35%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
23
Increased
102
Reduced
107
Closed
18
Calls
$884K
Puts
Net Calls
+$884K
Net Calls Change
-$131K
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
251
Brighton Jones LLC
Washington
$254K -$8.62K -139 -3%
WWM
252
Western Wealth Management
Colorado
$246K +$20.3K +328 +9%
RFN
253
Redwood Financial Network
Ohio
$242K -$4.84K -78 -2%
CTFG
254
Capstone Triton Financial Group
Oklahoma
$242K +$2.36K +38 +1%
CAL
255
Capital Analysts LLC
Pennsylvania
$240K -$8.31K -134 -3%
JWBC
256
J.W. Burns & Co
New York
$239K
CTWM
257
Cherry Tree Wealth Management
Minnesota
$239K +$233K +3,756 New
W
258
Wealthquest
Ohio
$235K
MIM
259
MTM Investment Management
South Carolina
$233K
NCMW
260
Northern Capital Management (Washington)
Washington
$230K -$14.9K -240 -6%
SSWG
261
Seven Springs Wealth Group
Tennessee
$229K
SSWM
262
Sheets Smith Wealth Management
North Carolina
$227K -$12.7K -205 -5%
E
263
ETFidea
New York
$226K
LFAS
264
Level Four Advisory Services
Texas
$225K -$558 -9 -0.3%
PFS
265
Prospera Financial Services
Texas
$223K
PO
266
Private Ocean
California
$218K
IFG
267
Independent Financial Group
California
$217K +$6.2K +100 +3%
TRCT
268
Tower Research Capital (TRC)
New York
$216K -$1.08M -17,358 -84%
MOS
269
MGO One Seven
Ohio
$213K +$1.24K +20 +0.6%
ONB
270
Old National Bancorp
Indiana
$213K
DWP
271
Daymark Wealth Partners
Ohio
$212K +$207K +3,330 New
GWSG
272
GPS Wealth Strategies Group
Colorado
$211K +$159K +2,571 +346%
AWM
273
AE Wealth Management
Kansas
$210K -$186 -3 -0.1%
WCG
274
Weaver Consulting Group
California
$210K +$205K +3,302 New
BTWM
275
Baker Tilly Wealth Management
Wisconsin
$204K +$199K +3,207 New