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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: 13 → 15 (+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: 324 → 310 (-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
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$22.8M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$14.7M |
| 3 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$14.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$14.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$11.5M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.87M |
| 2 |
JP Morgan Chase
New York
|
-$4.11M |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$2.51M |
| 4 |
HF
HRT Financial
New York
|
-$1.9M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
326
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$154K | -2,598 | Closed |
|
|
PFS
327
Prospera Financial Services
Dallas,
Texas
| – | -$153K | -2,588 | Closed |
|
328
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$90K | -1,531 | Closed |
|
|
HFS
329
Heritage Financial Services
Westwood,
Massachusetts
| – | -$76K | -1,300 | Closed |
|
|
COCM
330
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | -$41K | -688 | Closed |
|
|
RIM
331
Rockbridge Investment Management
Syracuse,
New York
| – | -$36.9K | -624 | Closed |
|
|
SWM
332
SeaCrest Wealth Management
Purchase,
New York
| – | -$27K | -454 | Closed |
|
|
TCWM
333
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$17K | -286 | Closed |
|
|
OCM
334
Orion Capital Management
Coronado,
California
| – | -$15K | -260 | Closed |
|