We are live on ! Find out more
DLN icon

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
T
101
TRUADVICE
Florida
$1.75M +$96K +1,548 +6%
GWM
102
Geneos Wealth Management
Colorado
$1.62M -$305K -4,919 -16%
RFA
103
Resurgent Financial Advisors
Georgia
$1.56M +$23.8K +384 +2%
AI
104
Atria Investments
North Carolina
$1.49M -$161K -2,588 -10%
CANC
105
Culbertson A N & Co
Virginia
$1.46M
Citigroup
106
Citigroup
New York
$1.46M -$3.29K -53 -0.2%
AC
107
Avant Capital
Louisiana
$1.45M +$161K +2,599 +13%
GIA
108
Gladstone Institutional Advisory
Florida
$1.32M +$251K +4,042 +24%
FTUS
109
Flow Traders U.S.
New York
$1.3M -$74.4K -1,199 -6%
Mariner
110
Mariner
Kansas
$1.29M +$91.8K +1,479 +8%
OC
111
Oppenheimer & Co
New York
$1.26M +$215K +3,463 +21%
WCM
112
WealthBridge Capital Management
Ohio
$1.24M -$9.12K -147 -0.7%
IWA
113
Inspirion Wealth Advisors
Illinois
$1.24M
PA
114
Parallel Advisors
California
$1.22M -$121K -1,949 -9%
BFG
115
Beacon Financial Group
Texas
$1.22M
CG
116
Colony Group
Massachusetts
$1.2M -$13.9K -224 -1%
ATPW
117
Ashton Thomas Private Wealth
Arizona
$1.13M -$62.4K -1,006 -5%
PTC
118
Private Trust Company
Ohio
$1.11M +$75.9K +1,223 +8%
AWA
119
Alta Wealth Advisors
Massachusetts
$1.11M
HWM
120
HB Wealth Management
Georgia
$1.1M
PTP
121
Platform Technology Partners
New York
$1.08M
VFA
122
Valeo Financial Advisors
Indiana
$1.06M
SCA
123
St. Clair Advisors
Ohio
$1.06M
US Bancorp
124
US Bancorp
Minnesota
$1.03M -$434 -7 -0%
TP
125
Tranquility Partners
Tennessee
$989K +$44.2K +713 +5%