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WisdomTree US LargeCap Dividend Fund

337 hedge funds and large institutions have $2.11B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 109 reducing their positions, and 21 closing their positions.

Holders
337
Holders Change
+5
Holders Change %
+1.51%
% of All Funds
5.39%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
32
Increased
88
Reduced
109
Closed
21
Calls
$1.02M
Puts
Net Calls
+$1.02M
Net Calls Change
-$112K
Name Market Value Shares Shares
Change
Shares
Change %
SWA
51
Stratos Wealth Advisors
Ohio
$6.13M 99,059 -690 -0.7%
Stifel Financial
52
Stifel Financial
Missouri
$5.76M 93,102 -2,426 -3%
AWS
53
Atria Wealth Solutions
New York
$5.72M 92,532 +2,390 +3%
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$5.64M 91,248 -2,012 -2%
SFWC
55
Strategic Family Wealth Counselors
New Jersey
$5.17M 83,605 -3,166 -4%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$5.06M 81,824 -16,306 -17%
DADC
57
D.A. Davidson & Co
Montana
$4.66M 75,371 -2,801 -4%
HHRDM
58
H&H Retirement Design & Management
Nevada
$4.65M 73,889 +73,889 New
KFI
59
Key Financial Inc
Pennsylvania
$4.64M 74,934 +1,686 +2%
AssetMark Inc
60
AssetMark Inc
California
$4.1M 66,337 +9,789 +17%
CWM
61
Congress Wealth Management
Massachusetts
$3.8M 61,354 +3,181 +5%
RF
62
Rollins Financial
Georgia
$3.66M 59,186 -6,709 -10%
AAS
63
Avantax Advisory Services
Texas
$3.64M 58,917 +9,972 +20%
EH
64
Equitable Holdings
New York
$3.59M 58,102 +5,706 +11%
Truist Financial
65
Truist Financial
North Carolina
$3.53M 57,141 -1,829 -3%
Lido Advisors
66
Lido Advisors
California
$3.47M 56,048 +8,942 +19%
LW
67
Linscomb Wealth
Texas
$3.42M 55,276 -8,705 -14%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$3.37M 54,544 -90 -0.2%
CWM
69
Circle Wealth Management
New Jersey
$3.19M 51,550
AL
70
Aspiriant LLC
California
$3.15M 50,860 -3,117 -6%
SPC
71
Sigma Planning Corp
Michigan
$3.13M 50,632 +440 +0.9%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$3.08M 49,760 +6,652 +15%
NFG
73
Nadler Financial Group
Illinois
$3.02M 48,820
MFP
74
Meridian Financial Partners
Virginia
$3.02M 47,820 -71 -0.1%
TWD
75
True Wealth Design
Ohio
$3.01M 48,667