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WisdomTree US LargeCap Dividend Fund

310 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 117 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,380% more call options, than puts

Call options by funds: $348K | Put options by funds: $10K

65% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 71

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

1.03% more ownership

Funds ownership: 59.38%60.42% (+1%)

0% less capital invested

Capital invested by funds: $1.96B → $1.96B (-$5.64M)

4% less funds holding

Funds holding: 324310 (-14)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
310
Holders Change
-14
Holders Change %
-4.32%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
16
Increased
117
Reduced
71
Closed
25
Calls
$348K
Puts
$10K
Net Calls
+$338K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
101
CRA Financial Services
New Jersey
$1.22M +$260K +4,295 +24%
SCA
102
St. Clair Advisors
Ohio
$1.16M -$72.8K -1,200 -5%
WCM
103
WealthBridge Capital Management
Ohio
$1.13M
Citigroup
104
Citigroup
New York
$1.12M -$36.9K -609 -3%
BFG
105
Beacon Financial Group
Texas
$1.08M
IWA
106
Inspirion Wealth Advisors
Illinois
$1.08M
GAG
107
GM Advisory Group
New York
$1.02M +$1.21K +20 +0.1%
AWC
108
Adamsbrown Wealth Consultants
Kansas
$1.01M -$543K -8,963 -33%
HWM
109
HB Wealth Management
Georgia
$979K +$1.07M +17,714 New
VC
110
Vicus Capital
Pennsylvania
$973K -$132K -2,170 -11%
AWA
111
Alta Wealth Advisors
Massachusetts
$963K
Mariner
112
Mariner
Kansas
$957K +$12.2K +202 +1%
PA
113
Parallel Advisors
California
$955K -$54.6K -901 -5%
CG
114
Colony Group
Massachusetts
$950K -$8.85K -146 -0.8%
PTP
115
Platform Technology Partners
New York
$939K
AC
116
Avant Capital
Louisiana
$936K +$4.55K +75 +0.4%
VFA
117
Valeo Financial Advisors
Indiana
$923K
WAM
118
WealthTrust Asset Management
Florida
$862K -$238K -3,921 -20%
IA
119
IFG Advisory
Georgia
$859K +$82.2K +1,355 +10%
US Bancorp
120
US Bancorp
Minnesota
$855K
DWM
121
Dakota Wealth Management
Florida
$833K +$132K +2,180 +17%
VC
122
Vestor Capital
Illinois
$823K -$11.9K -196 -1%
HNWAG
123
High Net Worth Advisory Group
Florida
$806K
NFSG
124
Newbridge Financial Services Group
Florida
$802K -$6.91K -114 -0.8%
DWT
125
Dorsey & Whitney Trust
South Dakota
$796K