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WisdomTree US LargeCap Dividend Fund

254 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

13% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 70

4% more funds holding

Funds holding: 245254 (+9)

3% more capital invested

Capital invested by funds: $1.61B → $1.66B (+$53.9M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2.24% less ownership

Funds ownership: 114.38%112.14% (-2.2%)

Holders
254
Holders Change
+9
Holders Change %
+3.67%
% of All Funds
4.42%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
24
Increased
79
Reduced
70
Closed
11
Calls
$674K
Puts
Net Calls
+$674K
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$12.1M +$197K +3,310 +2%
Osaic Holdings
27
Osaic Holdings
Arizona
$11.6M +$837K +14,040 +8%
GVAG
28
Great Valley Advisor Group
Delaware
$11.6M +$3.12M +52,320 +37%
CS
29
Comerica Securities
Michigan
$11.5M +$4.4M +73,806 +63%
HighTower Advisors
30
HighTower Advisors
Illinois
$11.3M +$478K +8,014 +4%
TFA
31
Tobias Financial Advisors
Florida
$10.3M +$356K +5,966 +4%
1WM
32
1900 Wealth Management
Texas
$10.3M +$249K +4,178 +3%
BA
33
Bristlecone Advisors
Washington
$9.8M +$606K +10,168 +7%
KAS
34
Kestra Advisory Services
Texas
$9.01M -$1.35M -22,586 -13%
LSPW
35
Lake Street Private Wealth
Illinois
$8.59M +$1.86M +31,130 +28%
MFP
36
Meridian Financial Partners
Virginia
$8.57M +$243K +4,076 +3%
CCA
37
Clearwater Capital Advisors
Illinois
$8.37M -$96.8K -1,624 -1%
TCPWM
38
Traverso Chambers Private Wealth Management
California
$8.09M -$1.67K -28 -0%
CAN
39
Cetera Advisor Networks
California
$8.03M +$2.75M +46,054 +53%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$6.71M +$126K +2,112 +2%
JWCA
41
J.W. Cole Advisors
Florida
$6.7M +$71.8K +1,204 +1%
MWP
42
Moller Wealth Partners
$6.67M -$68.8K -1,154 -1%
AssetMark Inc
43
AssetMark Inc
California
$6.35M -$506K -8,494 -7%
DADC
44
D.A. Davidson & Co
Montana
$6.25M -$63.2K -1,060 -1%
CI
45
CX Institutional
Indiana
$5.94M -$787K -13,200 -12%
JMPWA
46
JP Morgan Private Wealth Advisors
California
$5.78M -$469K -7,870 -8%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$5.23M +$1.04M +17,408 +25%
SP
48
Sarasin & Partners
United Kingdom
$4.89M -$446K -7,482 -8%
SWA
49
Stratos Wealth Advisors
Ohio
$4.71M +$318K +5,338 +7%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$4.29M -$8.95M -150,174 -68%