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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
BHIA
276
Birch Hill Investment Advisors
Massachusetts
$204K +$199K +3,200 New
LNC
277
Lincoln National Corp
Pennsylvania
$203K +$198K +3,197 New
EWA
278
Exencial Wealth Advisors
Oklahoma
$203K -$43.1K -695 -18%
AA
279
Ancora Advisors
Ohio
$201K
MA
280
MCF Advisors
Kentucky
$191K
CSPIA
281
Cary Street Partners Investment Advisory
Virginia
$173K +$27.9K +450 +20%
HI
282
Harbour Investments
Wisconsin
$172K
SWM
283
Spire Wealth Management
Virginia
$138K
BC
284
Bartlett & Co
Ohio
$121K
BCWM
285
Bartlett & Co Wealth Management
Ohio
$121K
Franklin Resources
286
Franklin Resources
California
$107K
WTA
287
Washington Trust Advisors
Massachusetts
$103K -$6.2K -100 -6%
ST
288
Smithfield Trust
Pennsylvania
$102K
JEST
289
JTC Employer Solutions Trustee
Jersey
$93K
CFO
290
CVA Family Office
Colorado
$90.7K
PWMG
291
Prestige Wealth Management Group
New Jersey
$90.4K -$10.7M -173,118 -99%
S
292
SignatureFD
Georgia
$89.4K +$62 +1 +0.1%
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$82K +$12.6K +203 +19%
PA
294
PSI Advisors
Florida
$77K -$7.32K -118 -9%
FHA
295
First Horizon Advisors
Tennessee
$76.6K +$33.1K +534 +80%
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76.3K
BFEC
297
Benjamin F. Edwards & Company
Missouri
$75K +$124 +2 +0.2%
OIA
298
Optimum Investment Advisors
Illinois
$71.9K
FMTCOCP
299
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$69K
APC
300
Aspire Private Capital
North Carolina
$68.7K