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WisdomTree US LargeCap Dividend Fund

340 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, 101 increasing their positions, 107 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.36%
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
101
Reduced
107
Closed
18
Calls
$884K
Puts
Net Calls
+$884K
Net Calls Change
-$131K
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
276
Lincoln National Corp
Pennsylvania
$203K +$203K +3,197 New
EWA
277
Exencial Wealth Advisors
Oklahoma
$203K -$44.2K -695 -18%
AA
278
Ancora Advisors
Ohio
$201K
MA
279
MCF Advisors
Kentucky
$191K
CSPIA
280
Cary Street Partners Investment Advisory
Virginia
$173K +$28.6K +450 +20%
HI
281
Harbour Investments
Wisconsin
$172K
SWM
282
Spire Wealth Management
Virginia
$138K
BC
283
Bartlett & Co
Ohio
$121K
BCWM
284
Bartlett & Co Wealth Management
Ohio
$121K
Franklin Resources
285
Franklin Resources
California
$107K
WTA
286
Washington Trust Advisors
Massachusetts
$103K -$6.36K -100 -6%
ST
287
Smithfield Trust
Pennsylvania
$102K
JEST
288
JTC Employer Solutions Trustee
Jersey
$93K
CFO
289
CVA Family Office
Colorado
$90.7K
PWMG
290
Prestige Wealth Management Group
New Jersey
$90.4K -$11M -173,118 -99%
S
291
SignatureFD
Georgia
$89.4K +$64 +1 +0.1%
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$82K +$12.8K +203 +19%
PA
293
PSI Advisors
Florida
$77K -$7.51K -118 -9%
FHA
294
First Horizon Advisors
Tennessee
$76.6K +$34K +534 +80%
FDCDDQ
295
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76.3K
BFEC
296
Benjamin F. Edwards & Company
Missouri
$75K +$126 +2 +0.2%
OIA
297
Optimum Investment Advisors
Illinois
$71.9K
FMTCOCP
298
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$69K
APC
299
Aspire Private Capital
North Carolina
$68.7K
IA
300
IFP Advisors
Florida
$63.7K