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WisdomTree US LargeCap Dividend Fund

254 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

13% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 70

4% more funds holding

Funds holding: 245254 (+9)

3% more capital invested

Capital invested by funds: $1.61B → $1.66B (+$53.9M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2.24% less ownership

Funds ownership: 114.38%112.14% (-2.2%)

Holders
254
Holders Change
+9
Holders Change %
+3.67%
% of All Funds
4.42%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
24
Increased
79
Reduced
70
Closed
11
Calls
$674K
Puts
Net Calls
+$674K
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LW
51
Linscomb Wealth
Texas
$4.17M -$411K -6,888 -9%
KFI
52
Key Financial Inc
Pennsylvania
$4.16M +$109K +1,820 +3%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$4.15M +$1.44M +24,230 +54%
SFWC
54
Strategic Family Wealth Counselors
New Jersey
$4.09M +$358K +6,004 +10%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$4.01M -$3.37M -56,464 -46%
Stifel Financial
56
Stifel Financial
Missouri
$3.93M +$885K +14,846 +29%
SPC
57
Sigma Planning Corp
Michigan
$3.71M +$823K +13,796 +29%
MWM
58
Mission Wealth Management
California
$3.46M -$211K -3,532 -6%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$3.24M -$127K -2,130 -4%
PAG
60
Private Advisor Group
New Jersey
$3.21M +$278K +4,666 +10%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$3.15M
CCM
62
Coldstream Capital Management
Washington
$3.08M +$3.05M +51,206 New
CWM
63
Circle Wealth Management
New Jersey
$3.05M +$119 +2 +0%
EWA
64
EP Wealth Advisors
California
$3.04M -$274K -4,596 -8%
AP
65
Advisors Preferred
Maryland
$3.02M -$4.12M -69,034 -58%
CAM
66
Cresset Asset Management
Illinois
$3.02M -$90.7K -1,522 -3%
BFG
67
Berger Financial Group
Minnesota
$3M -$380K -6,368 -11%
NFG
68
Nadler Financial Group
Illinois
$2.97M -$4.77K -80 -0.2%
Citadel Advisors
69
Citadel Advisors
Florida
$2.84M +$2.81M +47,200 New
TWP
70
Treybourne Wealth Planners
Indiana
$2.59M -$59K -990 -2%
IA
71
Insight Advisors
Pennsylvania
$2.56M -$224K -3,754 -8%
ACG
72
Allen Capital Group
Nebraska
$2.5M +$193K +3,244 +8%
EH
73
Equitable Holdings
New York
$2.42M +$265K +4,446 +12%
AFP
74
Ausdal Financial Partners
Iowa
$2.41M +$194K +3,258 +9%
Truist Financial
75
Truist Financial
North Carolina
$2.34M -$84.3K -1,414 -4%