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WisdomTree US LargeCap Dividend Fund

375 hedge funds and large institutions have $2.57B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+11
Holders Change %
+3.02%
% of All Funds
5.42%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
34
Increased
115
Reduced
104
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
326
First Horizon Advisors
Tennessee
$94.6K
FDCDDQ
327
Federation des caisses Desjardins du Quebec
Quebec, Canada
$94.3K
PA
328
PSI Advisors
Florida
$91.6K
OIA
329
Optimum Investment Advisors
Illinois
$88.8K
Qube Research & Technologies (QRT)
330
Qube Research & Technologies (QRT)
United Kingdom
$88.6K +$85.6K +1,090 +2,868%
APC
331
Aspire Private Capital
North Carolina
$84.8K
IA
332
IFP Advisors
Florida
$78.7K
JFGIW
333
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$78.6K +$78.6K +1,000 New
CFB
334
Cullen/Frost Bankers
Texas
$78.2K
MDCM
335
Morgan Dempsey Capital Management
Wisconsin
$75.5K +$75.5K +961 New
GI
336
GAMMA Investing
California
$74.2K +$37.1K +472 +100%
AF
337
Advisornet Financial
Minnesota
$70.8K -$12.6K -160 -15%
BCWM
338
Bartlett & Co Wealth Management
Ohio
$70.7K
FMTCOCP
339
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$69K
BONH
340
Bank of New Hampshire
New Hampshire
$63.6K
GIA
341
GHP Investment Advisors
Colorado
$58.8K
PWMG
342
Prestige Wealth Management Group
New Jersey
$56.6K -$51.5K -655 -48%
AAG
343
Armstrong Advisory Group
Massachusetts
$50K
Jones Financial Companies
344
Jones Financial Companies
Missouri
$48.5K +$42.4K +542 +695%
CT
345
Coastline Trust
Rhode Island
$47.1K +$47.1K +600 New
CPA
346
Clear Point Advisors
New York
$46K
EBA
347
Eagle Bay Advisors
New York
$45.7K +$45.7K +582 New
TFGT
348
TS Financial Group (TSFG)
Illinois
$45K +$156 +2 +0.3%
FGA
349
Fortis Group Advisors
New Jersey
$39.3K
CFD
350
Creative Financial Designs
Indiana
$37.1K