We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

310 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 117 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,380% more call options, than puts

Call options by funds: $348K | Put options by funds: $10K

65% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 71

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

1.03% more ownership

Funds ownership: 59.38%60.42% (+1%)

0% less capital invested

Capital invested by funds: $1.96B → $1.96B (-$5.64M)

4% less funds holding

Funds holding: 324310 (-14)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
310
Holders Change
-14
Holders Change %
-4.32%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
16
Increased
117
Reduced
71
Closed
25
Calls
$348K
Puts
$10K
Net Calls
+$338K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$17.2M +$3M +49,459 +19%
TCPWM
27
Traverso Chambers Private Wealth Management
California
$13.5M +$6.49M +107,122 +78%
OCM
28
One Capital Management
California
$13.2M +$116K +1,919 +0.8%
AIP
29
Almanack Investment Partners
Pennsylvania
$13.1M +$14.4M +237,893 New
Stifel Financial
30
Stifel Financial
Missouri
$12.8M +$144K +2,373 +1%
SWP
31
ShoreHaven Wealth Partners
New Jersey
$12.2M +$2.04M +33,663 +18%
BA
32
Bristlecone Advisors
Washington
$12M +$850K +14,027 +7%
TFA
33
Tobias Financial Advisors
Florida
$11.9M +$536K +8,844 +4%
CS
34
Comerica Securities
Michigan
$11.9M +$69.4K +1,145 +0.5%
PAG
35
Private Advisor Group
New Jersey
$11.6M +$2.32M +38,261 +22%
SPIA
36
Steward Partners Investment Advisory
New York
$11.1M -$98K -1,617 -0.8%
Osaic Holdings
37
Osaic Holdings
Arizona
$10.5M -$631K -10,403 -5%
PWMG
38
Prestige Wealth Management Group
New Jersey
$10.2M +$34K +561 +0.3%
KAS
39
Kestra Advisory Services
Texas
$10.1M +$813K +13,412 +8%
JP Morgan Chase
40
JP Morgan Chase
New York
$10.1M -$4.11M -67,779 -27%
GLLW
41
Graves Light Lenhart Wealth
Virginia
$10M -$345K -5,686 -3%
LSPW
42
Lake Street Private Wealth
Illinois
$10M +$91.7K +1,513 +0.8%
CAN
43
Cetera Advisor Networks
California
$9.49M +$538K +8,866 +5%
MSFS
44
Main Street Financial Solutions
Pennsylvania
$9.31M +$501K +8,269 +5%
HighTower Advisors
45
HighTower Advisors
Illinois
$9.05M -$136K -2,247 -1%
FI
46
FIDELIS iM
Oregon
$8.23M +$641K +10,566 +8%
1WM
47
1900 Wealth Management
Texas
$7.02M -$234K -3,856 -3%
CCA
48
Clearwater Capital Advisors
Illinois
$6.87M +$265K +4,364 +4%
CI
49
CX Institutional
Indiana
$6.8M +$450K +7,417 +6%
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$6.33M -$28.9K -476 -0.4%