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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
AWS
51
Atria Wealth Solutions
New York
$5.94M +$50.6K +815 +0.9%
CCA
52
Clearwater Capital Advisors
Illinois
$5.37M -$1.51M -24,273 -22%
SFWC
53
Strategic Family Wealth Counselors
New Jersey
$5.35M +$35.4K +570 +0.7%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$5.15M +$3.17M +51,153 +171%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$5.15M -$55.2K -890 -1%
SP
56
Sarasin & Partners
United Kingdom
$4.99M -$5.04M -81,204 -51%
DADC
57
D.A. Davidson & Co
Montana
$4.93M +$137K +2,212 +3%
KFI
58
Key Financial Inc
Pennsylvania
$4.69M -$73.2K -1,180 -2%
HHRDM
59
H&H Retirement Design & Management
Nevada
$4.69M -$44.9K -724 -1%
AP
60
Advisors Preferred
Maryland
$4.35M +$4.23M +68,257 New
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$4.3M -$3.07M -49,546 -42%
AssetMark Inc
62
AssetMark Inc
California
$4.03M -$181K -2,922 -4%
EH
63
Equitable Holdings
New York
$3.94M +$234K +3,777 +7%
JMPWA
64
JP Morgan Private Wealth Advisors
California
$3.8M -$1.96M -31,554 -35%
Truist Financial
65
Truist Financial
North Carolina
$3.7M +$62.2K +1,002 +2%
CWM
66
Congress Wealth Management
Massachusetts
$3.69M -$210K -3,381 -6%
LW
67
Linscomb Wealth
Texas
$3.59M +$68.2K +1,100 +2%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$3.48M +$311K +5,012 +10%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$3.47M -$1.24K -20 -0%
EWA
70
EP Wealth Advisors
California
$3.38M +$460K +7,420 +16%
Lido Advisors
71
Lido Advisors
California
$3.31M -$245K -3,945 -7%
CWM
72
Circle Wealth Management
New Jersey
$3.28M
KPWS
73
Kestra Private Wealth Services
Texas
$3.17M +$2.76M +44,449 +819%
NFG
74
Nadler Financial Group
Illinois
$3.1M
TWD
75
True Wealth Design
Ohio
$3.08M -$16.1K -259 -0.5%