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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
AL
76
Aspiriant LLC
California
$3.07M -$162K -2,608 -5%
CAM
77
Cresset Asset Management
Illinois
$3M -$17.1K -276 -0.6%
ACG
78
Allen Capital Group
Nebraska
$2.95M -$51.2K -825 -2%
JWCA
79
J.W. Cole Advisors
Florida
$2.95M -$41.4K -668 -1%
MFP
80
Meridian Financial Partners
Virginia
$2.76M -$333K -5,373 -11%
Cerity Partners
81
Cerity Partners
New York
$2.72M +$470K +7,574 +21%
PA
82
Procyon Advisors
Connecticut
$2.68M -$22.1K -356 -0.8%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$2.63M +$1.9M +30,638 +286%
CCM
84
Coldstream Capital Management
Washington
$2.61M -$252K -4,068 -9%
SPC
85
Sigma Planning Corp
Michigan
$2.6M -$602K -9,696 -19%
MWM
86
Mission Wealth Management
California
$2.58M -$7.44K -120 -0.3%
AFP
87
Ausdal Financial Partners
Iowa
$2.53M -$7.01K -113 -0.3%
AAS
88
Avantax Advisory Services
Texas
$2.52M -$1.2M -19,369 -33%
BFG
89
Berger Financial Group
Minnesota
$2.5M +$14.6K +236 +0.6%
Citadel Advisors
90
Citadel Advisors
Florida
$2.39M +$831K +13,401 +56%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$2.37M -$248K -4,000 -10%
MG
92
Mather Group
Illinois
$2.31M
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$2.25M +$7.13K +115 +0.3%
RF
94
Rollins Financial
Georgia
$2.14M -$1.59M -25,596 -43%
MML Investors Services
95
MML Investors Services
Massachusetts
$2.11M -$32.6K -526 -2%
CFS
96
CRA Financial Services
New Jersey
$2.03M +$6.51K +105 +0.3%
AWA
97
Amplius Wealth Advisors
Pennsylvania
$2M -$411K -6,629 -17%
KeyBank National Association
98
KeyBank National Association
Ohio
$1.92M -$1.61K -26 -0.1%
Jane Street
99
Jane Street
New York
$1.88M +$1.84M +29,631 New
CPIG
100
Chicago Partners Investment Group
Illinois
$1.84M +$8.31K +134 +0.5%