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WisdomTree US LargeCap Dividend Fund

364 hedge funds and large institutions have $2.58B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.15%
New
20
Increased
114
Reduced
109
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
301
Carnegie Investment Counsel
Ohio
$203K
AWA
302
Arkadios Wealth Advisors
Georgia
$203K +$203K +2,784 New
GC
303
Garde Capital
Washington
$196K
NS
304
NBC Securities
Alabama
$189K
EDRH
305
Edmond de Rothschild Holding
Switzerland
$180K
SWM
306
Spire Wealth Management
Virginia
$158K
RBC
307
Roble Belko & Company
Pennsylvania
$146K
Bank of Montreal
308
Bank of Montreal
Ontario, Canada
$141K -$41.2K -560 -23%
Franklin Resources
309
Franklin Resources
California
$123K
SMA
310
Sage Mountain Advisors
Georgia
$119K +$119K +1,635 New
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$109K -$30.7K -419 -22%
JEST
312
JTC Employer Solutions Trustee
Jersey
$107K
S
313
SignatureFD
Georgia
$104K +$1.53K +21 +1%
CFO
314
CVA Family Office
Colorado
$104K
PWMG
315
Prestige Wealth Management Group
New Jersey
$100K
WTA
316
Washington Trust Advisors
Massachusetts
$96.4K -$14.6K -200 -13%
OSAM
317
O'Shaughnessy Asset Management
Connecticut
$89K
FHA
318
First Horizon Advisors
Tennessee
$87.6K
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.3K
BFEC
320
Benjamin F. Edwards & Company
Missouri
$87K +$146 +2 +0.2%
PA
321
PSI Advisors
Florida
$84.8K
OIA
322
Optimum Investment Advisors
Illinois
$82.2K
APC
323
Aspire Private Capital
North Carolina
$78.6K
AF
324
Advisornet Financial
Minnesota
$77.2K
IA
325
IFP Advisors
Florida
$72.9K