We are live on ! Find out more
DLN icon

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
PA
76
Procyon Advisors
Connecticut
$2.34M +$58.7K +984 +3%
MML Investors Services
77
MML Investors Services
Massachusetts
$1.98M +$723K +12,128 +58%
KeyBank National Association
78
KeyBank National Association
Ohio
$1.87M -$65.6K -1,100 -3%
AAS
79
Avantax Advisory Services
Texas
$1.85M -$106K -1,780 -5%
AI
80
Atria Investments
North Carolina
$1.84M -$13.1K -220 -0.7%
Cerity Partners
81
Cerity Partners
New York
$1.74M +$8.7K +146 +0.5%
CANC
82
Culbertson A N & Co
Virginia
$1.73M
VC
83
Vicus Capital
Pennsylvania
$1.63M +$3.82K +64 +0.2%
Citigroup
84
Citigroup
New York
$1.59M +$116K +1,942 +8%
KA
85
Kovack Advisors
Florida
$1.56M +$7.63K +128 +0.5%
CPIG
86
Chicago Partners Investment Group
Illinois
$1.5M -$29.2K -490 -2%
FFN
87
Focus Financial Network
Minnesota
$1.38M +$31.8K +534 +2%
GWAG
88
Garrett Wealth Advisory Group
Texas
$1.37M +$3.94K +66 +0.3%
CA
89
Cetera Advisors
Colorado
$1.36M +$45.8K +768 +4%
Mariner
90
Mariner
Kansas
$1.36M +$1.34M +22,542 New
WCM
91
WealthBridge Capital Management
Ohio
$1.27M +$42.6K +714 +4%
NCM
92
Noesis Capital Mangement
Florida
$1.23M
PA
93
Parallel Advisors
California
$1.2M -$7.39K -124 -0.6%
BFG
94
Beacon Financial Group
Texas
$1.17M +$3.1K +52 +0.3%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$1.15M +$8.35K +140 +0.7%
CAC
96
Certified Advisory Corp
Florida
$1.1M +$69K +1,158 +7%
ECM
97
Evergreen Capital Management
Washington
$1.1M +$6.08K +102 +0.6%
GAG
98
GM Advisory Group
New York
$1.09M -$37.7K -632 -3%
CG
99
Colony Group
Massachusetts
$1.06M
PTP
100
Platform Technology Partners
New York
$1.02M +$1.01M +16,996 New