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WisdomTree US LargeCap Dividend Fund

332 hedge funds and large institutions have $2.27B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 114 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+23
Holders Change %
+7.44%
% of All Funds
5.36%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
43
Increased
114
Reduced
78
Closed
16
Calls
$1.13M
Puts
Net Calls
+$1.13M
Net Calls Change
+$789K
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
301
Creative Financial Designs
Indiana
$29.2K
FFA
302
Farther Finance Advisors
California
$25K +$25K +404 New
VNA
303
Valley National Advisers
Pennsylvania
$25K
CA
304
Clearstead Advisors
Ohio
$24.6K +$124 +2 +0.5%
CFGS
305
Concourse Financial Group Securities
Alabama
$22.9K
CDIA
306
Capital Directions Investment Advisors
Georgia
$21.7K +$21.7K +350 New
BBHC
307
Brown Brothers Harriman & Co
New York
$20.3K
CAL
308
Capital Advisors Ltd
Ohio
$20K
TFA
309
Toth Financial Advisory
Virginia
$19.7K -$6.2K -100 -24%
ACA
310
Aptus Capital Advisors
Alabama
$18.6K
PAG
311
Private Advisor Group
New Jersey
$17K +$4K +64,599 +31%
TCOV
312
Trust Company of Vermont
Vermont
$15.2K
UB
313
UMB Bank
Missouri
$15K
BWM
314
BerganKDV Wealth Management
Minnesota
$14.5K
BLC
315
Brown, Lisle/Cummings
Rhode Island
$13.9K -$1.55K -25 -10%
AWM
316
Aspire Wealth Management
Massachusetts
$13.4K
RIA
317
Realta Investment Advisors
Delaware
$13.3K
FCA
318
Fortis Capital Advisors
Kansas
$12.4K +$12.4K +200 New
ANBT
319
American National Bank & Trust
Texas
$12K
LFA
320
Legend Financial Advisors
Pennsylvania
$11.5K +$11.5K +186 New
SIC
321
SJS Investment Consulting
Ohio
$11.3K
ONST
322
Old North State Trust
North Carolina
$11K
CT
323
Colonial Trust
South Carolina
$10.2K +$10.2K +164 New
CCM
324
Cribstone Capital Management
Maine
$9.23K +$62 +1 +0.7%
GJIA
325
Glass Jacobson Investment Advisors
Maryland
$7.43K +$7.43K +120 New