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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
Brown Advisory
101
Brown Advisory
Maryland
$1.02M -$59.6K -1,000 -6%
NFSG
102
Newbridge Financial Services Group
Florida
$1.02M -$32.7K -548 -3%
VFA
103
Valeo Financial Advisors
Indiana
$1M
VC
104
Vestor Capital
Illinois
$970K -$11.2K -188 -1%
US Bancorp
105
US Bancorp
Minnesota
$963K +$19.9K +334 +2%
DWT
106
Dorsey & Whitney Trust
South Dakota
$936K +$927K +15,550 New
PLFAM
107
Pineno Levin & Ford Asset Management
Virginia
$854K
OC
108
Oppenheimer & Co
New York
$844K +$102K +1,716 +14%
AR
109
Advisory Research
Illinois
$803K -$4.77K -80 -0.6%
APA
110
American Portfolios Advisors
New York
$799K +$179K +3,006 +29%
FTS
111
Fifth Third Securities
Ohio
$771K +$763K +12,800 New
KFP
112
KMG Fiduciary Partners
Ohio
$763K -$5.96K -100 -0.8%
WDL
113
Well Done LLC
Michigan
$750K
BAM
114
Belpointe Asset Management
Nevada
$749K -$22.1K -370 -3%
MIAS
115
Mason Investment Advisory Services
Virginia
$739K +$4.05K +68 +0.6%
SCA
116
STALEY CAPITAL ADVISERS
Pennsylvania
$696K -$484K -8,124 -41%
TP
117
Tranquility Partners
Tennessee
$695K
GWM
118
Geneos Wealth Management
Colorado
$667K -$11.1K -186 -2%
WS
119
Wedbush Securities
California
$667K
IA
120
IFG Advisory
Georgia
$625K -$180K -3,020 -23%
CL
121
Choreo LLC
Illinois
$625K
RMCM
122
Reynders McVeigh Capital Management
Massachusetts
$602K -$238K -4,000 -29%
FHC
123
First Heartland Consultants
Missouri
$598K
RWP
124
RWA Wealth Partners
Massachusetts
$555K
BFA
125
Benedict Financial Advisors
Georgia
$544K -$34.9K -586 -6%