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WisdomTree US LargeCap Dividend Fund

310 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 117 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,380% more call options, than puts

Call options by funds: $348K | Put options by funds: $10K

65% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 71

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

1.03% more ownership

Funds ownership: 59.38%60.42% (+1%)

0% less capital invested

Capital invested by funds: $1.96B → $1.96B (-$5.64M)

4% less funds holding

Funds holding: 324310 (-14)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
310
Holders Change
-14
Holders Change %
-4.32%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
16
Increased
117
Reduced
71
Closed
25
Calls
$348K
Puts
$10K
Net Calls
+$338K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
301
JNBA Financial Advisors
Minnesota
$8K
CCM
302
Cribstone Capital Management
Maine
$8K +$61 +1 +0.7%
SIS
303
Sound Income Strategies
Florida
$6K
ADL
304
Asset Dedication LLC
California
$4K
RTC
305
Riverview Trust Company
Washington
$2K
CIAS
306
CFS Investment Advisory Services
New Jersey
$2K +$5.36M +88,416 New
BlackRock
307
BlackRock
New York
$1K -$1.64K -27 -69%
FHC
308
First Heartland Consultants
Missouri
$503
FGAM
309
Financial Gravity Asset Management
Texas
$296 -$243 -4 -7%
Bank of Montreal
310
Bank of Montreal
Ontario, Canada
$116 +$18.8K +310 +19%
HF
311
HRT Financial
New York
-$1.9M -32,110 Closed
FTS
312
Fifth Third Securities
Ohio
-$1.03M -17,434 Closed
OMC
313
Old Mission Capital
Illinois
-$710K -12,015 Closed
HAS
314
HBW Advisory Services
California
-$628K -10,628 Closed
AT
315
American Trust
Kentucky
-$501K -8,474 Closed
ARC
316
Advisor Resource Council
Texas
-$432K -7,315 Closed
OFS
317
OneAscent Financial Services
Alabama
-$386K -6,527 Closed
SLT
318
St Louis Trust
Missouri
-$279K -4,720 Closed
FSC
319
Full Sail Capital
Oklahoma
-$236K -3,990 Closed
BA
320
Bridgewater Advisors
New York
-$229K -3,878 Closed
E
321
ETFidea
New York
-$213K -3,600 Closed
SSWG
322
Seven Springs Wealth Group
Tennessee
-$213K -3,600 Closed
VA
323
Valmark Advisers
Ohio
-$208K -3,521 Closed
BPA
324
Beacon Pointe Advisors
California
-$203K -3,434 Closed
FFN
325
Focus Financial Network
Minnesota
-$201K -3,409 Closed