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WisdomTree US LargeCap Dividend Fund

332 hedge funds and large institutions have $2.27B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 114 increasing their positions, 78 reducing their positions, and 16 closing their positions.

Holders
332
Holders Change
+23
Holders Change %
+7.44%
% of All Funds
5.36%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
43
Increased
114
Reduced
78
Closed
16
Calls
$1.13M
Puts
Net Calls
+$1.13M
Net Calls Change
+$789K
Name Market Value Shares Shares
Change
Shares
Change %
OCM
26
One Capital Management
California
$15.8M 255,049 +16,135 +7%
Goldman Sachs
27
Goldman Sachs
New York
$15.6M 251,252 -66,737 -21%
TCPWM
28
Traverso Chambers Private Wealth Management
California
$15.1M 243,941 -558 -0.2%
AIP
29
Almanack Investment Partners
Pennsylvania
$14.9M 240,663 +2,770 +1%
BA
30
Bristlecone Advisors
Washington
$14.8M 239,345 +22,052 +10%
SWP
31
ShoreHaven Wealth Partners
New Jersey
$14.2M 229,544 +8,596 +4%
KAS
32
Kestra Advisory Services
Texas
$13.6M 220,041 +37,626 +21%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$13.5M 217,241 +35,006 +19%
TFA
34
Tobias Financial Advisors
Florida
$13.4M 215,684 +503 +0.2%
CS
35
Comerica Securities
Michigan
$13.3M 214,234 -525 -0.2%
SPIA
36
Steward Partners Investment Advisory
New York
$12.5M 201,095 +336 +0.2%
CAN
37
Cetera Advisor Networks
California
$11.6M 187,660 +15,956 +9%
PWMG
38
Prestige Wealth Management Group
New Jersey
$11.2M 181,150 -3,508 -2%
ACM
39
Advisors Capital Management
New Jersey
$11.1M 179,442 +126,074 +236%
LSPW
40
Lake Street Private Wealth
Illinois
$11M 176,911 -4,002 -2%
GLLW
41
Graves Light Lenhart Wealth
Virginia
$10.8M 173,611 -7,512 -4%
MSFS
42
Main Street Financial Solutions
Pennsylvania
$10.7M 172,031 +5,858 +4%
HighTower Advisors
43
HighTower Advisors
Illinois
$9.6M 154,874 -8,828 -5%
FI
44
FIDELIS iM
Oregon
$9.19M 148,313 -599 -0.4%
IA
45
IFG Advisory
Georgia
$8.29M 133,871 +118,309 +760%
CI
46
CX Institutional
Indiana
$7.89M 127,351 +4,324 +4%
CCA
47
Clearwater Capital Advisors
Illinois
$7.55M 121,832 -2,543 -2%
1WM
48
1900 Wealth Management
Texas
$7.53M 121,546 -5,453 -4%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$7.27M 117,369 +2,834 +2%
CA
50
Cetera Advisors
Colorado
$7.03M 113,458 +62,160 +121%