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WisdomTree US LargeCap Dividend Fund

218 hedge funds and large institutions have $1.28B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $873K | Put options by funds: $437K

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

2% more capital invested

Capital invested by funds: $1.25B → $1.28B (+$30.7M)

2% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 66

1% less funds holding

Funds holding: 220218 (-2)

1.13% less ownership

Funds ownership: 114.27%113.14% (-1.1%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
218
Holders Change
-2
Holders Change %
-0.91%
% of All Funds
4.4%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
21
Increased
67
Reduced
66
Closed
19
Calls
$873K
Puts
$437K
Net Calls
+$436K
Net Calls Change
+$436K
Name Holding Trade Value Shares
Change
Change in
Stake
ST
126
Spinnaker Trust
Maine
$390K
CT
127
Cambridge Trust
Massachusetts
$384K
CAM
128
Cozad Asset Management
Illinois
$371K
EW
129
Element Wealth
Mississippi
$352K
FCFC
130
First Commonwealth Financial Corp
Pennsylvania
$344K -$12.9K -266 -4%
EWA
131
Exencial Wealth Advisors
Oklahoma
$340K +$14.4K +296 +4%
KLI
132
Kelman-Lazarov Inc
Tennessee
$336K -$2.23K -46 -0.7%
FNBT
133
FineMark National Bank & Trust
Florida
$332K
BSW
134
Buckingham Strategic Wealth
Missouri
$331K -$29K -598 -8%
OIA
135
Optimum Investment Advisors
Illinois
$325K -$15.9K -328 -5%
WTC
136
WhitTier Trust Company
Nevada
$319K
WCWM
137
Willow Creek Wealth Management
California
$311K
PW
138
Peninsula Wealth
California
$309K
PA
139
PSI Advisors
Florida
$300K -$4.47K -92 -1%
BJL
140
Brighton Jones LLC
Washington
$299K +$1.75K +36 +0.6%
MWM
141
Madison Wealth Management
Ohio
$297K
FCI
142
Financial Counselors Inc
Kansas
$295K -$89K -1,832 -23%
LIA
143
LS Investment Advisors
Michigan
$281K
DW
144
Domani Wealth
Pennsylvania
$279K
MFT
145
Moisand Fitzgerald Tamayo
Florida
$275K
CC
146
Courier Capital
New York
$263K
W
147
Wealthquest
Ohio
$257K
RC
148
RegentAtlantic Capital
New Jersey
$256K
RJT
149
Raymond James Trust
Florida
$246K +$17.1K +352 +7%
CBT
150
Central Bank & Trust
Kentucky
$245K +$245K +5,054 New