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WisdomTree US LargeCap Dividend Fund

289 hedge funds and large institutions have $1.89B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 81 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $1.66B → $1.89B (+$224M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more funds holding

Funds holding: 265289 (+24)

7% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 87

54.26% less ownership

Funds ownership: 110.12%55.85% (-54%)

Holders
289
Holders Change
+24
Holders Change %
+9.06%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
51
Increased
81
Reduced
87
Closed
23
Calls
$423K
Puts
Net Calls
+$423K
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$13.3M -$110K -1,741 -0.9%
GLLW
27
Graves Light Lenhart Wealth
Virginia
$13.2M -$329K -5,198 -3%
CS
28
Comerica Securities
Michigan
$12.8M +$29.3K +463 +0.2%
Osaic Holdings
29
Osaic Holdings
Arizona
$12.2M -$248K -3,921 -2%
KAS
30
Kestra Advisory Services
Texas
$11.3M +$797K +12,598 +8%
LSPW
31
Lake Street Private Wealth
Illinois
$11.1M +$149K +2,352 +1%
HighTower Advisors
32
HighTower Advisors
Illinois
$11M -$4.55K -72 -0%
BA
33
Bristlecone Advisors
Washington
$9.86M -$740K -11,696 -7%
CAN
34
Cetera Advisor Networks
California
$9.7M +$162K +2,563 +2%
MFP
35
Meridian Financial Partners
Virginia
$9.56M +$123K +1,944 +1%
1WM
36
1900 Wealth Management
Texas
$9.32M -$245K -3,879 -3%
TCPWM
37
Traverso Chambers Private Wealth Management
California
$9.02M +$58.6K +926 +0.7%
FI
38
FIDELIS iM
Oregon
$8.95M +$229K +3,626 +3%
CCA
39
Clearwater Capital Advisors
Illinois
$8.54M -$396K -6,251 -5%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$7.54M -$715K -11,299 -9%
DADC
41
D.A. Davidson & Co
Montana
$7.51M +$237K +3,741 +3%
JWCA
42
J.W. Cole Advisors
Florida
$7.44M +$7.12M +112,605 New
CI
43
CX Institutional
Indiana
$7.25M +$54.6K +863 +0.8%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$7.16M -$443 -7 -0%
MWP
45
Moller Wealth Partners
$7.13M -$85K -1,343 -1%
PAG
46
Private Advisor Group
New Jersey
$6.85M +$991K +15,664 +18%
AP
47
Advisors Preferred
Maryland
$6.33M -$756K -11,950 -11%
AssetMark Inc
48
AssetMark Inc
California
$6.12M -$407K -6,439 -6%
JMPWA
49
JP Morgan Private Wealth Advisors
California
$6.12M -$89K -1,407 -1%
SWA
50
Stratos Wealth Advisors
Ohio
$5.46M +$170K +2,685 +3%