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WisdomTree US LargeCap Dividend Fund

338 hedge funds and large institutions have $2.14B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 94 increasing their positions, 120 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
5.39%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
20
Increased
94
Reduced
120
Closed
18
Calls
$529K
Puts
Net Calls
+$529K
Net Calls Change
-$355K
Name Holding Trade Value Shares
Change
Shares
Change %
HI
276
Harbour Investments
Wisconsin
$160K -$6.89K -112 -4%
FCA
277
FinTrust Capital Advisors
South Carolina
$135K +$135K +2,191 New
SWM
278
Spire Wealth Management
Virginia
$133K
BC
279
Bartlett & Co
Ohio
$117K
BCWM
280
Bartlett & Co Wealth Management
Ohio
$117K
Franklin Resources
281
Franklin Resources
California
$104K
ST
282
Smithfield Trust
Pennsylvania
$97K -$918 -15 -0.9%
WTA
283
Washington Trust Advisors
Massachusetts
$93.8K -$6.15K -100 -6%
JEST
284
JTC Employer Solutions Trustee
Jersey
$90K
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$90K +$10.5K +171 +13%
S
286
SignatureFD
Georgia
$86.5K
HGERS
287
Householder Group Estate & Retirement Specialist
Arizona
$85.8K +$85.8K +1,396 New
PWMG
288
Prestige Wealth Management Group
New Jersey
$84.6K -$2.83K -46 -3%
CPG
289
Cornerstone Planning Group
New Jersey
$83.6K -$324K -5,274 -80%
PA
290
PSI Advisors
Florida
$74.4K
FHA
291
First Horizon Advisors
Tennessee
$74K
FDCDDQ
292
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.8K
BFEC
293
Benjamin F. Edwards & Company
Missouri
$73K +$123 +2 +0.2%
OIA
294
Optimum Investment Advisors
Illinois
$69.5K
Qube Research & Technologies (QRT)
295
Qube Research & Technologies (QRT)
United Kingdom
$69.1K -$928K -15,100 -93%
APC
296
Aspire Private Capital
North Carolina
$66.4K
FMTCOCP
297
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$66K
JFA
298
JNBA Financial Advisors
Minnesota
$65.6K +$9.47K +154 +17%
IA
299
IFP Advisors
Florida
$61.6K
CFB
300
Cullen/Frost Bankers
Texas
$61.2K