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WisdomTree US LargeCap Dividend Fund

364 hedge funds and large institutions have $2.58B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.15%
New
20
Increased
114
Reduced
109
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
126
Northern Trust
Illinois
$1.22M
VFA
127
Valeo Financial Advisors
Indiana
$1.21M
FZCM
128
Flynn Zito Capital Management
New York
$1.19M +$79.1K +1,087 +7%
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$1.17M +$957K +13,155 +450%
TP
130
Tranquility Partners
Tennessee
$1.16M +$23.6K +324 +2%
SCA
131
St. Clair Advisors
Ohio
$1.15M
P
132
&Partners
Tennessee
$1.15M +$1.15M +15,830 New
US Bancorp
133
US Bancorp
Minnesota
$1.15M -$800 -11 -0.1%
PA
134
Parallel Advisors
California
$1.15M
ATPW
135
Ashton Thomas Private Wealth
Arizona
$1.12M +$25.4K +349 +2%
GFS
136
GYL Financial Synergies
Connecticut
$1.12M +$79.4K +1,092 +8%
KFP
137
KMG Fiduciary Partners
Ohio
$1.07M +$5.97K +82 +0.6%
Mariner
138
Mariner
Kansas
$1.06M -$268K -3,678 -20%
OC
139
Oppenheimer & Co
New York
$1.06M -$97.3K -1,337 -8%
DWT
140
Dorsey & Whitney Trust
South Dakota
$1.05M
HNWAG
141
High Net Worth Advisory Group
Florida
$1.03M
William Blair & Company
142
William Blair & Company
Illinois
$1,000K +$229K +3,153 +30%
VC
143
Vestor Capital
Illinois
$933K -$51.1K -702 -5%
RB
144
Rodgers Brothers
Pennsylvania
$926K
Renaissance Technologies
145
Renaissance Technologies
New York
$917K -$1.78M -24,400 -66%
FA
146
FSA Advisors
Michigan
$870K -$2.74K -38 -0.3%
MFIM
147
Mesirow Financial Investment Management
Illinois
$869K -$14.4K -198 -2%
LOIP
148
Live Oak Investment Partners
Texas
$848K
BRWA
149
B. Riley Wealth Advisors
Florida
$818K +$146K +2,010 +22%
SWP
150
ShoreHaven Wealth Partners
New Jersey
$809K -$73K -1,004 -8%