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WisdomTree US LargeCap Dividend Fund

309 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
Holders
309
Holders Change
-14
Holders Change %
-4.33%
% 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
Shares
Change %
TP
126
Tranquility Partners
Tennessee
$780K -$34K -615 -4%
OC
127
Oppenheimer & Co
New York
$772K +$21.3K +385 +3%
KFP
128
KMG Fiduciary Partners
Ohio
$765K +$22.9K +414 +3%
WEG
129
World Equity Group
Illinois
$764K +$53.3K +965 +8%
PTC
130
Private Trust Company
Ohio
$760K +$662K +11,980 +678%
APA
131
American Portfolios Advisors
New York
$754K +$10.7K +193 +1%
WDL
132
Well Done LLC
Michigan
$689K
Northern Trust
133
Northern Trust
Illinois
$669K
GFS
134
GYL Financial Synergies
Connecticut
$659K +$184K +3,335 +39%
6F
135
626 Financial
Michigan
$655K -$6.3K -114 -1%
GSAM
136
Grant Street Asset Management
Pennsylvania
$649K
WS
137
Wedbush Securities
California
$613K
BRWA
138
B. Riley Wealth Advisors
Florida
$594K +$594K +10,742 New
GIA
139
Gladstone Institutional Advisory
Florida
$582K +$92K +1,664 +19%
NCM
140
Noesis Capital Mangement
Florida
$553K
RMCM
141
Reynders McVeigh Capital Management
Massachusetts
$553K
SCA
142
STALEY CAPITAL ADVISERS
Pennsylvania
$544K +$15.8K +286 +3%
BAM
143
Belpointe Asset Management
Nevada
$537K +$9.73K +176 +2%
IWM
144
IHT Wealth Management
Illinois
$537K +$122K +2,199 +29%
William Blair & Company
145
William Blair & Company
Illinois
$510K +$14.4K +260 +3%
RWP
146
RWA Wealth Partners
Massachusetts
$509K
AWM
147
Axxcess Wealth Management
California
$508K +$88.4K +1,600 +21%
FAIM
148
Financial Advocates Investment Management
Washington
$501K +$145K +2,632 +41%
BAM
149
Bosun Asset Management
Illinois
$497K -$276 -5 -0.1%
RWA
150
Redmont Wealth Advisors
Illinois
$497K