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WisdomTree US LargeCap Dividend Fund
333 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, 79 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
169% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 16
44% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 79
16% more capital invested
Capital invested by funds: $1.96B → $2.27B (+$312M)
7% more funds holding
Funds holding: 310 → 333 (+23)
0.36% more ownership
Funds ownership: 60.42% → 60.78% (+0.36%)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
Holders
333
Holders Change
+23
Holders Change %
+7.42%
% of All Funds
5.35%
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
79
Closed
16
Calls
$1.13M
Puts
–
Net Calls
+$1.13M
Net Calls Change
+$789K
Top Buyers
| 1 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$28M |
| 2 |
LPL Financial
San Diego,
California
|
+$17.6M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$11.5M |
| 4 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$7.7M |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$7.22M |
Top Sellers
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$28.2M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$8.31M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.89M |
| 4 |
Goldman Sachs
New York
|
-$4.07M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.21M |
