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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 %
MWP
51
Moller Wealth Partners
$6.64M 107,203 +1,152 +1%
SWA
52
Stratos Wealth Advisors
Ohio
$6.18M 99,749 +4,639 +5%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$6.08M 98,130 -4,810 -5%
Stifel Financial
54
Stifel Financial
Missouri
$5.92M 95,528 -136,089 -59%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$5.78M 93,260 +132 +0.1%
AWS
56
Atria Wealth Solutions
New York
$5.58M 90,142 -619 -0.7%
SFWC
57
Strategic Family Wealth Counselors
New Jersey
$5.38M 86,771 -1,097 -1%
SP
58
Sarasin & Partners
United Kingdom
$4.97M 80,304
DADC
59
D.A. Davidson & Co
Montana
$4.84M 78,172 -9,640 -11%
RF
60
Rollins Financial
Georgia
$4.08M 65,895 +9,450 +17%
KFI
61
Key Financial Inc
Pennsylvania
$4.05M 73,248
LW
62
Linscomb Wealth
Texas
$3.96M 63,981 +5,904 +10%
Truist Financial
63
Truist Financial
North Carolina
$3.65M 58,970 +18,996 +48%
CWM
64
Congress Wealth Management
Massachusetts
$3.6M 58,173 +174 +0.3%
AssetMark Inc
65
AssetMark Inc
California
$3.5M 56,548 -6,261 -10%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$3.39M 54,634 -87 -0.2%
AL
67
Aspiriant LLC
California
$3.34M 53,977 +47,996 +802%
EWA
68
EP Wealth Advisors
California
$3.3M 53,226 -1,047 -2%
EH
69
Equitable Holdings
New York
$3.25M 52,396 -1,571 -3%
CWM
70
Circle Wealth Management
New Jersey
$3.19M 51,550
SPC
71
Sigma Planning Corp
Michigan
$3.11M 50,192 -1,078 -2%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$3.08M 49,742 +24,292 +95%
AAS
73
Avantax Advisory Services
Texas
$3.03M 48,945 +20,874 +74%
NFG
74
Nadler Financial Group
Illinois
$3.02M 48,820 +890 +2%
TWD
75
True Wealth Design
Ohio
$3.01M 48,667 +48,667 New