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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
AAS
76
Avantax Advisory Services
Texas
$1.94M +$34.5K +545 +2%
Cerity Partners
77
Cerity Partners
New York
$1.94M +$10.6K +168 +0.6%
CANC
78
Culbertson A N & Co
Virginia
$1.89M
AI
79
Atria Investments
North Carolina
$1.87M -$136K -2,144 -7%
Lido Advisors
80
Lido Advisors
California
$1.83M +$127 +2 +0%
CPIG
81
Chicago Partners Investment Group
Illinois
$1.75M +$113K +1,779 +7%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$1.71M -$5.42M -85,707 -77%
KA
83
Kovack Advisors
Florida
$1.7M -$22.3K -352 -1%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$1.62M +$224K +3,534 +17%
FFN
85
Focus Financial Network
Minnesota
$1.55M +$6.64K +105 +0.4%
CA
86
Cetera Advisors
Colorado
$1.51M -$30.2K -478 -2%
SCA
87
St. Clair Advisors
Ohio
$1.46M
Citigroup
88
Citigroup
New York
$1.4M +$14.3K +226 +1%
AWA
89
Amplius Wealth Advisors
Pennsylvania
$1.38M +$1.32M +20,864 New
WCM
90
WealthBridge Capital Management
Ohio
$1.29M -$35.5K -561 -3%
IWA
91
Inspirion Wealth Advisors
Illinois
$1.29M +$1.24M +19,562 New
BFG
92
Beacon Financial Group
Texas
$1.28M
SWM
93
Spire Wealth Management
Virginia
$1.27M +$1.08M +16,996 +784%
PA
94
Parallel Advisors
California
$1.25M -$26.1K -412 -2%
Mariner
95
Mariner
Kansas
$1.22M -$206K -3,252 -15%
ECM
96
Evergreen Capital Management
Washington
$1.22M +$7.34K +116 +0.6%
Renaissance Technologies
97
Renaissance Technologies
New York
$1.22M +$1.16M +18,400 New
GWAG
98
Garrett Wealth Advisory Group
Texas
$1.19M -$246K -3,881 -18%
GAG
99
GM Advisory Group
New York
$1.18M -$10.4K -165 -0.9%
CG
100
Colony Group
Massachusetts
$1.17M