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WisdomTree US LargeCap Dividend Fund

341 hedge funds and large institutions have $2.24B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 102 increasing their positions, 107 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $2.11B → $2.24B (+$132M)

1.07% more ownership

Funds ownership: 61.9%62.97% (+1.1%)

1% more funds holding

Funds holding: 338341 (+3)

5% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 107

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
341
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.35%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
23
Increased
102
Reduced
107
Closed
18
Calls
$884K
Puts
Net Calls
+$884K
Net Calls Change
-$131K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$18.9M +$1.92M +30,934 +12%
MHS
27
M Holdings Securities
Oregon
$18.7M -$1.94M -31,225 -10%
TCPWM
28
Traverso Chambers Private Wealth Management
California
$15.9M +$125K +2,008 +0.8%
CS
29
Comerica Securities
Michigan
$15.9M +$97.1K +1,565 +0.6%
RWP
30
Revolve Wealth Partners
New Jersey
$15.1M -$7.63M -122,929 -34%
CAN
31
Cetera Advisor Networks
California
$13.9M +$1.78M +28,650 +15%
AIP
32
Almanack Investment Partners
Pennsylvania
$13.5M -$1.51M -24,365 -10%
SPIA
33
Steward Partners Investment Advisory
New York
$12.5M -$61.9K -997 -0.5%
BA
34
Bristlecone Advisors
Washington
$12.4M -$2.16M -34,785 -15%
LSPW
35
Lake Street Private Wealth
Illinois
$12.4M +$692K +11,151 +6%
TFA
36
Tobias Financial Advisors
Florida
$12.2M +$169K +2,732 +1%
MSFS
37
Main Street Financial Solutions
Pennsylvania
$11.5M +$231K +3,728 +2%
FI
38
FIDELIS iM
Oregon
$10.5M +$269K +4,334 +3%
IA
39
IFG Advisory
Georgia
$10.4M +$244K +3,929 +2%
SWP
40
ShoreHaven Wealth Partners
New Jersey
$10.1M -$1.74M -28,044 -15%
GLLW
41
Graves Light Lenhart Wealth
Virginia
$10M -$513K -8,263 -5%
HighTower Advisors
42
HighTower Advisors
Illinois
$9.91M +$461K +7,424 +5%
BFA
43
BMS Financial Advisors
South Dakota
$9.4M +$9.17M +147,770 New
CA
44
Cetera Advisors
Colorado
$9.3M +$486K +7,831 +6%
KAS
45
Kestra Advisory Services
Texas
$8.61M -$3.06M -49,279 -27%
MWP
46
Moller Wealth Partners
$6.56M -$218K -3,518 -3%
SWA
47
Stratos Wealth Advisors
Ohio
$6.26M -$36.2K -584 -0.6%
1WM
48
1900 Wealth Management
Texas
$6.11M -$1.15M -18,527 -16%
Stifel Financial
49
Stifel Financial
Missouri
$6.05M +$123K +1,980 +2%
CI
50
CX Institutional
Indiana
$6.01M -$386K -6,219 -6%