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WisdomTree US LargeCap Dividend Fund

310 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 117 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,380% more call options, than puts

Call options by funds: $348K | Put options by funds: $10K

65% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 71

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

1.03% more ownership

Funds ownership: 59.38%60.42% (+1%)

0% less capital invested

Capital invested by funds: $1.96B → $1.96B (-$5.64M)

4% less funds holding

Funds holding: 324310 (-14)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
310
Holders Change
-14
Holders Change %
-4.32%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
16
Increased
117
Reduced
71
Closed
25
Calls
$348K
Puts
$10K
Net Calls
+$338K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
276
Valley Wealth Managers
New Jersey
$39K
FHA
277
First Horizon Advisors
Tennessee
$37K
TFGT
278
TS Financial Group (TSFG)
Illinois
$34K -$31.5K -520 -46%
GWS
279
Glassman Wealth Services
Virginia
$31K
National Bank of Canada
280
National Bank of Canada
Quebec, Canada
$29K
CFD
281
Creative Financial Designs
Indiana
$26K
VNA
282
Valley National Advisers
Pennsylvania
$24K
TRCT
283
Tower Research Capital (TRC)
New York
$23K -$303 -5 -1%
TFA
284
Toth Financial Advisory
Virginia
$23K
CA
285
Clearstead Advisors
Ohio
$22K +$182 +3 +0.8%
GWSG
286
GPS Wealth Strategies Group
Colorado
$21K +$182 +3 +0.8%
CFGS
287
Concourse Financial Group Securities
Alabama
$20K
CDIA
288
Capital Directions Investment Advisors
Georgia
$19K -$21.2K -350 Closed
BBHC
289
Brown Brothers Harriman & Co
New York
$18K
CAL
290
Capital Advisors Ltd
Ohio
$18K
ACA
291
Aptus Capital Advisors
Alabama
$17K
TCOV
292
Trust Company of Vermont
Vermont
$14K
UB
293
UMB Bank
Missouri
$14K
BLC
294
Brown, Lisle/Cummings
Rhode Island
$13.8K
BWM
295
BerganKDV Wealth Management
Minnesota
$13K +$14.2K +234 New
AWM
296
Aspire Wealth Management
Massachusetts
$12K
RIA
297
Realta Investment Advisors
Delaware
$12K +$13K +214 New
ANBT
298
American National Bank & Trust
Texas
$11K
ONST
299
Old North State Trust
North Carolina
$10K +$10.7K +176 New
SIC
300
SJS Investment Consulting
Ohio
$10K +$11K +182 New