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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 %
SIC
351
SJS Investment Consulting
Ohio
$13.2K
S
352
Syntrinsic
Colorado
$12.4K
CT
353
Colonial Trust
South Carolina
$11.9K
GJIA
354
Glass Jacobson Investment Advisors
Maryland
$8.73K
SIS
355
Sound Income Strategies
Florida
$7.71K
LFA
356
Legend Financial Advisors
Pennsylvania
$7.57K -$1.53K -21 -17%
ADL
357
Asset Dedication LLC
California
$5.97K
ACA
358
American Capital Advisory
Idaho
$5.71K
Jones Financial Companies
359
Jones Financial Companies
Missouri
$5.65K +$5.65K +78 New
BLC
360
Brown, Lisle/Cummings
Rhode Island
$3.64K -$3.64K -50 -50%
RTC
361
Riverview Trust Company
Washington
$3.2K
Qube Research & Technologies (QRT)
362
Qube Research & Technologies (QRT)
United Kingdom
$2.77K +$2.77K +38 New
CMP
363
Coston McIsaac & Partners
Maine
$1K
DFA
364
DHJJ Financial Advisors
Illinois
$873
FHC
365
First Heartland Consultants
Missouri
$577 -$12 -160 -2%
BWL
366
Bogart Wealth LLC
Virginia
$364
TCMP
367
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$3.28M -66,357 Closed
FWM
368
Foguth Wealth Management
Michigan
-$2.68M -37,065 Closed
SAW
369
Signal Advisors Wealth
Michigan
-$2.68M -37,065 Closed
PA
370
Procyon Advisors
Connecticut
-$590K -8,172 Closed
MWAM
371
Manhattan West Asset Management
California
-$485K -6,718 Closed
BMM
372
Berkshire Money Management
Massachusetts
-$433K -6,000 Closed
ES
373
Eagle Strategies
New York
-$411K -5,689 Closed
STA
374
Summit Trail Advisors
New York
-$397K -5,500 Closed
WAP
375
Wealthcare Advisory Partners
Pennsylvania
-$395K -5,471 Closed