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WisdomTree US LargeCap Dividend Fund
365 hedge funds and large institutions have $2.58B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 91 increasing their positions, 125 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
160% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 20
20% more capital invested
Capital invested by funds: $2.14B → $2.58B (+$437M)
15.2% more ownership
Funds ownership: 62.63% → 77.83% (+15%)
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
8% more funds holding
Funds holding: 339 → 365 (+26)
27% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 125
Holders
365
Holders Change
+26
Holders Change %
+7.67%
% of All Funds
5.32%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
52
Increased
91
Reduced
125
Closed
20
Calls
$511K
Puts
–
Net Calls
+$511K
Net Calls Change
-$18K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$179M |
| 2 |
LPL Financial
San Diego,
California
|
+$16.8M |
| 3 |
Bank of New York Mellon
New York
|
+$10.1M |
| 4 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$8.47M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.38M |
