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WisdomTree US LargeCap Dividend Fund

289 hedge funds and large institutions have $1.89B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 81 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $1.66B → $1.89B (+$224M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more funds holding

Funds holding: 265289 (+24)

7% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 87

54.26% less ownership

Funds ownership: 110.12%55.85% (-54%)

Holders
289
Holders Change
+24
Holders Change %
+9.06%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
51
Increased
81
Reduced
87
Closed
23
Calls
$423K
Puts
Net Calls
+$423K
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
SP
51
Sarasin & Partners
United Kingdom
$5.36M -$6.33K -100 -0.1%
SFWC
52
Strategic Family Wealth Counselors
New Jersey
$5.13M +$296K +4,683 +6%
Stifel Financial
53
Stifel Financial
Missouri
$4.97M +$190K +3,007 +4%
KFI
54
Key Financial Inc
Pennsylvania
$4.54M -$11.8K -186 -0.3%
LW
55
Linscomb Wealth
Texas
$4.39M -$177K -2,791 -4%
CWM
56
Congress Wealth Management
Massachusetts
$4.28M +$4.1M +64,876 New
MWM
57
Mission Wealth Management
California
$3.79M
SPC
58
Sigma Planning Corp
Michigan
$3.58M -$468K -7,401 -12%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$3.54M -$22K -348 -0.6%
CWM
60
Circle Wealth Management
New Jersey
$3.34M
CAM
61
Cresset Asset Management
Illinois
$3.27M +$362K +5,729 +13%
BFG
62
Berger Financial Group
Minnesota
$3.23M -$87.4K -1,382 -3%
CCM
63
Coldstream Capital Management
Washington
$3.2M -$93.4K -1,476 -3%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$3.15M
NFG
65
Nadler Financial Group
Illinois
$3.13M -$6.33K -100 -0.2%
ACG
66
Allen Capital Group
Nebraska
$3.11M +$18.6K +294 +0.6%
AWC
67
Adamsbrown Wealth Consultants
Kansas
$3.08M +$2.95M +46,603 New
EH
68
Equitable Holdings
New York
$2.88M +$96.7K +1,528 +4%
AFP
69
Ausdal Financial Partners
Iowa
$2.71M +$2.47K +39 +0.1%
EWA
70
EP Wealth Advisors
California
$2.61M +$24.6K +389 +1%
Truist Financial
71
Truist Financial
North Carolina
$2.55M -$27.4K -433 -1%
MML Investors Services
72
MML Investors Services
Massachusetts
$2.36M +$232K +3,665 +11%
PA
73
Procyon Advisors
Connecticut
$2.29M -$536K -8,474 -20%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$2.16M +$1.63M +25,731 +367%
KeyBank National Association
75
KeyBank National Association
Ohio
$2.05M -$20.9K -330 -1%