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WisdomTree US LargeCap Dividend Fund

341 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, 102 increasing their positions, 107 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $2.11B → $2.24B (+$132M)

1.07% more ownership

Funds ownership: 61.9%62.97% (+1.1%)

1% more funds holding

Funds holding: 338341 (+3)

5% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 107

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
341
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.35%
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
102
Reduced
107
Closed
18
Calls
$884K
Puts
Net Calls
+$884K
Net Calls Change
-$131K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
IFP Advisors
Florida
$63.7K
CFB
302
Cullen/Frost Bankers
Texas
$63.3K
JFA
303
JNBA Financial Advisors
Minnesota
$58.1K +$49.5K +798 +694%
AAG
304
Armstrong Advisory Group
Massachusetts
$56.2K +$54.8K +883 New
BONH
305
Bank of New Hampshire
New Hampshire
$51.5K
LWP
306
Lumature Wealth Partners
Georgia
$50.8K
PP
307
Pacifica Partners
Canada
$49.8K -$109K -1,750 -69%
NL
308
NVWM LLC
Pennsylvania
$49.2K
AF
309
Advisornet Financial
Minnesota
$48.3K
GIA
310
GHP Investment Advisors
Colorado
$48.2K
GWS
311
Glassman Wealth Services
Virginia
$47.1K +$11.4K +183 +33%
TFGT
312
TS Financial Group (TSFG)
Illinois
$40K
RI
313
Ridgewood Investments
New Jersey
$35K
VWM
314
Valley Wealth Managers
New Jersey
$34.9K
National Bank of Canada
315
National Bank of Canada
Quebec, Canada
$34K
CFD
316
Creative Financial Designs
Indiana
$30K
VNA
317
Valley National Advisers
Pennsylvania
$27K
CA
318
Clearstead Advisors
Ohio
$25.6K +$124 +2 +0.5%
CFGS
319
Concourse Financial Group Securities
Alabama
$25.4K +$1.86K +30 +8%
BBHC
320
Brown Brothers Harriman & Co
New York
$20.9K
CAL
321
Capital Advisors Ltd
Ohio
$20K
TFA
322
Toth Financial Advisory
Virginia
$17K
TCOV
323
Trust Company of Vermont
Vermont
$15.6K
BWM
324
BerganKDV Wealth Management
Minnesota
$14.9K
BLC
325
Brown, Lisle/Cummings
Rhode Island
$14.3K