We are live on ! Find out more
DLN icon

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
ANBT
326
American National Bank & Trust
Texas
$12.7K
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$12.2K -$62.9K -1,014 -84%
SS
328
Sunbelt Securities
Texas
$11.9K +$62 +1 +0.5%
SIC
329
SJS Investment Consulting
Ohio
$11.6K
SF
330
Safeguard Financial
Wisconsin
$11K +$11.2K +180 New
CT
331
Colonial Trust
South Carolina
$10.3K
BWP
332
Baldwin Wealth Partners
Massachusetts
$8.39K
LFA
333
Legend Financial Advisors
Pennsylvania
$7.89K
GJIA
334
Glass Jacobson Investment Advisors
Maryland
$7.63K +$7.44K +120 New
SIS
335
Sound Income Strategies
Florida
$6.74K
CIAS
336
Capital Investment Advisory Services
North Carolina
$5.21K +$5.09K +82 New
BWM
337
Baystate Wealth Management
Massachusetts
$5.18K +$62 +1 +1%
ADL
338
Asset Dedication LLC
California
$5K
RTC
339
Riverview Trust Company
Washington
$2.8K
RTL
340
Red Tortoise LLC
Georgia
$1.78K -$2.73K -44 -61%
CMP
341
Coston McIsaac & Partners
Maine
$1K
HNB
342
Huntington National Bank
Ohio
$64
BlackRock
343
BlackRock
New York
$62 +$62 +1 New
DWM
344
Dakota Wealth Management
Florida
-$956K -15,461 Closed
BAM
345
Belpointe Asset Management
Nevada
-$592K -9,563 Closed
TSS
346
Two Sigma Securities
New York
-$558K -9,022 Closed
SFS
347
Sowell Financial Services
Arkansas
-$517K -8,354 Closed
ACM
348
Advisors Capital Management
New Jersey
-$331K -5,357 Closed
OCM
349
One Capital Management
California
-$283K -4,575 Closed
HAS
350
HBW Advisory Services
California
-$271K -4,386 Closed