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WisdomTree US LargeCap Dividend Fund
265 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 69 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
160% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 10
19% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 69
4% more funds holding
Funds holding: 254 → 265 (+11)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
0% less capital invested
Capital invested by funds: $1.66B → $1.66B (-$1.29M)
2.02% less ownership
Funds ownership: 112.14% → 110.12% (-2%)
Holders
265
Holders Change
+11
Holders Change %
+4.33%
% of All Funds
4.64%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
26
Increased
82
Reduced
69
Closed
10
Calls
$489K
Puts
–
Net Calls
+$489K
Net Calls Change
-$185K
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$15.7M |
| 2 |
Morgan Stanley
New York
|
+$8.42M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$6.72M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$3.72M |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
+$3.62M |
