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WisdomTree US LargeCap Dividend Fund

337 hedge funds and large institutions have $2.11B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+5
Holders Change %
+1.51%
% of All Funds
5.39%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
32
Increased
88
Reduced
109
Closed
21
Calls
$1.02M
Puts
Net Calls
+$1.02M
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
276
Spire Wealth Management
Virginia
$134K
BCWM
277
Bartlett & Co Wealth Management
Ohio
$117K -$62 -1 -0.1%
BC
278
Bartlett & Co
Ohio
$117K -$62 -1 -0.1%
WTA
279
Washington Trust Advisors
Massachusetts
$107K -$21.7K -350 -17%
Franklin Resources
280
Franklin Resources
California
$104K
ST
281
Smithfield Trust
Pennsylvania
$99K
JEST
282
JTC Employer Solutions Trustee
Jersey
$91K
WIM
283
WealthPlan Investment Management
Nebraska
$90.7K +$90.7K +1,466 New
IA
284
IFP Advisors
Florida
$90.6K -$79.3K -877 -47%
CFO
285
CVA Family Office
Colorado
$88.2K
S
286
SignatureFD
Georgia
$86.9K +$2.54K +41 +3%
HGERS
287
Householder Group Estate & Retirement Specialist
Arizona
$86K +$86K +1,396 New
PA
288
PSI Advisors
Florida
$82.1K -$19.7K -318 -19%
BTI
289
Blue Trust Inc
Georgia
$76K
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$74.6K
FDCDDQ
291
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74.2K
BFEC
292
Benjamin F. Edwards & Company
Missouri
$73K -$1.91K -31 -3%
OIA
293
Optimum Investment Advisors
Illinois
$69.9K
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$68K -$1.37K -22 -2%
FMTCOCP
295
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$67K
APC
296
Aspire Private Capital
North Carolina
$66.8K
CFB
297
Cullen/Frost Bankers
Texas
$61.6K
Qube Research & Technologies (QRT)
298
Qube Research & Technologies (QRT)
United Kingdom
$55.2K -$567K -9,169 -91%
BONH
299
Bank of New Hampshire
New Hampshire
$50.1K
LWP
300
Lumature Wealth Partners
Georgia
$49.4K