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WisdomTree US LargeCap Dividend Fund

340 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, 101 increasing their positions, 107 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.36%
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
101
Reduced
107
Closed
18
Calls
$884K
Puts
Net Calls
+$884K
Net Calls Change
-$131K
Name Holding Trade Value Shares
Change
Shares
Change %
VC
126
Vestor Capital
Illinois
$939K -$15K -236 -2%
AFO
127
Arrowroot Family Office
California
$936K -$3.5K -55 -0.4%
HNWAG
128
High Net Worth Advisory Group
Florida
$927K
KFP
129
KMG Fiduciary Partners
Ohio
$918K +$16.2K +255 +2%
DWT
130
Dorsey & Whitney Trust
South Dakota
$916K
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$914K -$247K -3,881 -21%
MWM
132
Modera Wealth Management
New Jersey
$911K +$911K +14,326 New
LOIP
133
Live Oak Investment Partners
Texas
$897K -$873K
FAM
134
Family Asset Management
South Carolina
$871K -$23.3K -366 -3%
GAG
135
GM Advisory Group
New York
$861K +$1.08K +17 +0.1%
LSAG
136
Lake Street Advisors Group
New Hampshire
$810K +$810K +12,734 New
WAM
137
WealthTrust Asset Management
Florida
$792K -$111K -1,740 -12%
NFSG
138
Newbridge Financial Services Group
Florida
$791K -$82.9K -1,304 -9%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$789K +$168K +2,635 +27%
CWM
140
Collaborative Wealth Management
Florida
$768K +$326K +5,132 +74%
GFS
141
GYL Financial Synergies
Connecticut
$758K
RA
142
RFG Advisory
Alabama
$735K +$241K +3,786 +49%
FZCM
143
Flynn Zito Capital Management
New York
$731K +$31.9K +502 +5%
WS
144
Wedbush Securities
California
$705K
CA
145
CoreCap Advisors
Michigan
$703K +$703K +11,056 New
AWC
146
Adamsbrown Wealth Consultants
Kansas
$698K -$91K -1,430 -12%
6F
147
626 Financial
Michigan
$698K -$15.6K -246 -2%
KWA
148
Kingswood Wealth Advisors
California
$686K +$686K +10,786 New
Northern Trust
149
Northern Trust
Illinois
$685K
CCA
150
Cora Capital Advisors
New Jersey
$680K