DLN icon

WisdomTree US LargeCap Dividend Fund

254 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+9
Holders Change %
+3.67%
% of All Funds
4.43%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
24
Increased
79
Reduced
70
Closed
11
Calls
$674K
Puts
Net Calls
+$674K
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SKK
126
Shepherd Kaplan Krochuk
Massachusetts
$536K +$1.2K +20 +0.2%
BRWM
127
B. Riley Wealth Management
Tennessee
$516K +$35.2K +584 +7%
HSA
128
HBK Sorce Advisory
Pennsylvania
$504K
UCFA
129
United Capital Financial Advisors
Texas
$485K -$120K -2,000 -20%
MOS
130
MGO One Seven
Ohio
$470K +$170K +2,830 +57%
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$468K +$15.1K +246 +3%
CAWM
132
Capital Advisors Wealth Management
Washington
$468K +$122K +2,024 +35%
William Blair & Company
133
William Blair & Company
Illinois
$467K -$30.1K -500 -6%
CAM
134
Cozad Asset Management
Illinois
$460K
RF
135
Rollins Financial
Georgia
$443K -$11.1K -184 -2%
Northern Trust
136
Northern Trust
Illinois
$441K +$441K +7,332 New
SAM
137
SignalPoint Asset Management
Missouri
$440K +$4.93K +82 +1%
FAIM
138
Financial Advocates Investment Management
Washington
$424K -$1.96M -32,596 -82%
OCM
139
One Capital Management
California
$421K -$83.6K -1,390 -17%
FNBT
140
FineMark National Bank & Trust
Florida
$411K
ST
141
Spinnaker Trust
Maine
$410K -$21.1K -350 -5%
BSW
142
Buckingham Strategic Wealth
Missouri
$410K
SFA
143
Sequoia Financial Advisors
Ohio
$410K +$410K +6,810 New
KLI
144
Kelman-Lazarov Inc
Tennessee
$404K -$13.3K -220 -3%
WTC
145
WhitTier Trust Company
Nevada
$396K
ARC
146
Advisor Resource Council
Texas
$394K +$394K +6,554 New
Barclays
147
Barclays
United Kingdom
$392K +$392K +6,512 New
OIA
148
Optimum Investment Advisors
Illinois
$382K -$19.2K -320 -5%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$378K +$17.7K +294 +5%
EW
150
Element Wealth
Mississippi
$370K