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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
RFA
101
Resurgent Financial Advisors
Georgia
$1.16M +$1.11M +17,497 New
PTP
102
Platform Technology Partners
New York
$1.12M
AC
103
Avant Capital
Louisiana
$1.1M +$1.05M +16,662 New
VFA
104
Valeo Financial Advisors
Indiana
$1.1M
MWM
105
Minot Wealth Management
Massachusetts
$1.06M +$138K +2,180 +16%
US Bancorp
106
US Bancorp
Minnesota
$1.03M +$63 +1 +0%
VC
107
Vestor Capital
Illinois
$1.03M -$28.1K -444 -3%
NFSG
108
Newbridge Financial Services Group
Florida
$1.01M -$5.44K -86 -0.6%
VC
109
Vicus Capital
Pennsylvania
$1.01M +$58.7K +928 +6%
HNWAG
110
High Net Worth Advisory Group
Florida
$963K +$922K +14,580 New
DWT
111
Dorsey & Whitney Trust
South Dakota
$959K
KFP
112
KMG Fiduciary Partners
Ohio
$878K +$14.8K +234 +2%
APA
113
American Portfolios Advisors
New York
$875K -$50.3K -795 -6%
PLFAM
114
Pineno Levin & Ford Asset Management
Virginia
$861K
BAM
115
Belpointe Asset Management
Nevada
$833K +$3.54K +56 +0.4%
WDL
116
Well Done LLC
Michigan
$823K
MIAS
117
Mason Investment Advisory Services
Virginia
$818K +$1.77K +28 +0.2%
6F
118
626 Financial
Michigan
$805K +$771K +12,182 New
IA
119
Insight Advisors
Pennsylvania
$780K -$1.07M -16,840 -59%
GSAM
120
Grant Street Asset Management
Pennsylvania
$775K
SCA
121
STALEY CAPITAL ADVISERS
Pennsylvania
$764K
TP
122
Tranquility Partners
Tennessee
$760K +$53.9K +852 +8%
GWM
123
Geneos Wealth Management
Colorado
$745K +$14.8K +234 +2%
WS
124
Wedbush Securities
California
$733K
BAM
125
Bosun Asset Management
Illinois
$703K +$673K +10,643 New