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WisdomTree US LargeCap Dividend Fund

289 hedge funds and large institutions have $1.89B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 81 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $1.66B → $1.89B (+$224M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more funds holding

Funds holding: 265289 (+24)

7% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 87

54.26% less ownership

Funds ownership: 110.12%55.85% (-54%)

Holders
289
Holders Change
+24
Holders Change %
+9.06%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
51
Increased
81
Reduced
87
Closed
23
Calls
$423K
Puts
Net Calls
+$423K
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
276
Capital Advisors Ltd
Ohio
$21K
TCWM
277
Total Clarity Wealth Management
Illinois
$19K
OCM
278
Orion Capital Management
California
$17K
BLC
279
Brown, Lisle/Cummings
Rhode Island
$16.5K +$15.8K +250 New
AWM
280
Aspire Wealth Management
Massachusetts
$14K +$13.5K +214 New
JFA
281
JNBA Financial Advisors
Minnesota
$12K
SIC
282
SJS Investment Consulting
Ohio
$12K +$11.5K +182 New
CFGS
283
Concourse Financial Group Securities
Alabama
$11K
CCM
284
Cribstone Capital Management
Maine
$8K
SIS
285
Sound Income Strategies
Florida
$7K
ADL
286
Asset Dedication LLC
California
$6K -$6.96K -110 -57%
AA
287
Addison Advisors
Vermont
$1K
FHC
288
First Heartland Consultants
Missouri
$643 -$12K -190 -2%
FGAM
289
Financial Gravity Asset Management
Texas
$353 +$3.8K +60 +1,000%
RTC
290
Riverview Trust Company
Washington
$3
TFA
291
Tobias Financial Advisors
Florida
-$11.3M -190,116 Closed
Citadel Advisors
292
Citadel Advisors
Florida
-$3.1M -52,042 Closed
Jane Street
293
Jane Street
New York
-$580K -9,720 Closed
LNC
294
Lincoln National Corp
Pennsylvania
-$470K -7,886 Closed
MA
295
MCF Advisors
Kentucky
-$179K -3,000 Closed
Barclays
296
Barclays
United Kingdom
-$166K -2,776 Closed
GRP
297
Global Retirement Partners
California
-$157K -2,634 Closed
WT
298
Washington Trust
Rhode Island
-$138K -2,320 Closed
BC
299
Bartlett & Co
Ohio
-$131K -2,200 Closed
BCWM
300
Bartlett & Co Wealth Management
Ohio
-$131K -2,200 Closed