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WisdomTree US LargeCap Dividend Fund

305 hedge funds and large institutions have $1.98B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 81 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,050% more call options, than puts

Call options by funds: $243K | Put options by funds: $2K

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

31% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 81

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 289305 (+16)

2.14% more ownership

Funds ownership: 55.85%57.99% (+2.1%)

5% more capital invested

Capital invested by funds: $1.89B → $1.98B (+$90.4M)

Holders
305
Holders Change
+16
Holders Change %
+5.54%
% of All Funds
4.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
30
Increased
106
Reduced
81
Closed
10
Calls
$243K
Puts
$2K
Net Calls
+$241K
Net Calls Change
-$182K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$2.54M +$377K +5,825 +18%
PA
77
Procyon Advisors
Connecticut
$2.27M -$8.68K -134 -0.4%
VNB
78
Virginia National Bank
Virginia
$2.13M +$2.1M +32,464 New
KA
79
Kovack Advisors
Florida
$1.97M +$277K +4,282 +17%
KeyBank National Association
80
KeyBank National Association
Ohio
$1.97M -$71.2K -1,100 -4%
Cerity Partners
81
Cerity Partners
New York
$1.93M +$7.45K +115 +0.4%
AAS
82
Avantax Advisory Services
Texas
$1.9M -$35.4K -546 -2%
Lido Advisors
83
Lido Advisors
California
$1.86M +$44.9K +693 +3%
AI
84
Atria Investments
North Carolina
$1.83M -$25.6K -395 -1%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$1.78M +$168K +2,587 +11%
CPIG
86
Chicago Partners Investment Group
Illinois
$1.74M +$68.9K +1,064 +4%
CA
87
Cetera Advisors
Colorado
$1.61M +$108K +1,671 +7%
CANC
88
Culbertson A N & Co
Virginia
$1.52M -$354K -5,470 -19%
SCA
89
St. Clair Advisors
Ohio
$1.45M
VC
90
Vicus Capital
Pennsylvania
$1.44M +$429K +6,627 +43%
Mariner
91
Mariner
Kansas
$1.41M +$189K +2,920 +16%
AWA
92
Amplius Wealth Advisors
Pennsylvania
$1.38M +$7.06K +109 +0.5%
Citigroup
93
Citigroup
New York
$1.35M -$41K -633 -3%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$1.35M +$775K +11,973 +139%
IWA
95
Inspirion Wealth Advisors
Illinois
$1.29M
BFG
96
Beacon Financial Group
Texas
$1.28M
WCM
97
WealthBridge Capital Management
Ohio
$1.27M -$18.8K -291 -1%
PA
98
Parallel Advisors
California
$1.24M -$21.7K -335 -2%
ECM
99
Evergreen Capital Management
Washington
$1.22M +$5.05K +78 +0.4%
GAG
100
GM Advisory Group
New York
$1.19M +$10.7K +165 +0.9%