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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 %
CFB
301
Cullen/Frost Bankers
Texas
$63.3K
JFA
302
JNBA Financial Advisors
Minnesota
$58.1K +$50.8K +798 +694%
AAG
303
Armstrong Advisory Group
Massachusetts
$56.2K +$56.2K +883 New
BONH
304
Bank of New Hampshire
New Hampshire
$51.5K
LWP
305
Lumature Wealth Partners
Georgia
$50.8K
PP
306
Pacifica Partners
Canada
$49.8K -$111K -1,750 -69%
NL
307
NVWM LLC
Pennsylvania
$49.2K
AF
308
Advisornet Financial
Minnesota
$48.3K
GIA
309
GHP Investment Advisors
Colorado
$48.2K
GWS
310
Glassman Wealth Services
Virginia
$47.1K +$11.6K +183 +33%
TFGT
311
TS Financial Group (TSFG)
Illinois
$40K
RI
312
Ridgewood Investments
New Jersey
$35K
VWM
313
Valley Wealth Managers
New Jersey
$34.9K
National Bank of Canada
314
National Bank of Canada
Quebec, Canada
$34K
CFD
315
Creative Financial Designs
Indiana
$30K
VNA
316
Valley National Advisers
Pennsylvania
$27K
CA
317
Clearstead Advisors
Ohio
$25.6K +$127 +2 +0.5%
CFGS
318
Concourse Financial Group Securities
Alabama
$25.4K +$1.91K +30 +8%
BBHC
319
Brown Brothers Harriman & Co
New York
$20.9K
CAL
320
Capital Advisors Ltd
Ohio
$20K
TFA
321
Toth Financial Advisory
Virginia
$17K
TCOV
322
Trust Company of Vermont
Vermont
$15.6K
BWM
323
BerganKDV Wealth Management
Minnesota
$14.9K
BLC
324
Brown, Lisle/Cummings
Rhode Island
$14.3K
ANBT
325
American National Bank & Trust
Texas
$12.7K