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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 %
CFB
326
Cullen/Frost Bankers
Texas
$72.5K -$55.7K -766 -43%
BCWM
327
Bartlett & Co Wealth Management
Ohio
$65.5K
FMTCOCP
328
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$64K
BONH
329
Bank of New Hampshire
New Hampshire
$58.9K
GIA
330
GHP Investment Advisors
Colorado
$54.4K
AAG
331
Armstrong Advisory Group
Massachusetts
$46.3K
CPA
332
Clear Point Advisors
New York
$42.6K
TFGT
333
TS Financial Group (TSFG)
Illinois
$42K +$146 +2 +0.3%
RI
334
Ridgewood Investments
New Jersey
$40K +$40K +550 New
HGERS
335
Householder Group Estate & Retirement Specialist
Arizona
$37K -$61.1K -856 -62%
FGA
336
Fortis Group Advisors
New Jersey
$36.4K
JFA
337
JNBA Financial Advisors
Minnesota
$35.2K -$5.53K -76 -14%
CFD
338
Creative Financial Designs
Indiana
$34.3K
GI
339
GAMMA Investing
California
$34.3K
VNA
340
Valley National Advisers
Pennsylvania
$29K
NL
341
NVWM LLC
Pennsylvania
$28K
National Bank of Canada
342
National Bank of Canada
Quebec, Canada
$24.3K
CAL
343
Capital Advisors Ltd
Ohio
$23K
ACA
344
Aptus Capital Advisors
Alabama
$21.8K
RIA
345
Realta Investment Advisors
Delaware
$21K +$5.46K +75 +35%
TFA
346
Toth Financial Advisory
Virginia
$19.5K
TCOV
347
Trust Company of Vermont
Vermont
$17.9K
CIAS
348
Capital Investment Advisory Services
North Carolina
$17.2K
SS
349
Sunbelt Securities
Texas
$13.9K +$145 +2 +1%
TWP
350
Triad Wealth Partners
Kansas
$13.4K +$13.4K +184 New