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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 %
WCWM
151
Willow Creek Wealth Management
California
$368K
FCI
152
Financial Counselors Inc
Kansas
$351K
MCM
153
MAI Capital Management
Ohio
$349K -$139K -2,308 -28%
LIA
154
LS Investment Advisors
Michigan
$349K
MFT
155
Moisand Fitzgerald Tamayo
Florida
$341K
FCFC
156
First Commonwealth Financial Corp
Pennsylvania
$339K
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$338K +$332K +5,496 +5,496%
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$337K +$325K +5,410 +2,705%
EWA
159
Exencial Wealth Advisors
Oklahoma
$334K -$19.5K -324 -6%
BJL
160
Brighton Jones LLC
Washington
$325K +$1.57K +26 +0.5%
CC
161
Courier Capital
New York
$320K
W
162
Wealthquest
Ohio
$318K
RC
163
RegentAtlantic Capital
New Jersey
$317K
WAM
164
WealthTrust Asset Management
Florida
$315K +$315K +5,228 New
HI
165
Harbour Investments
Wisconsin
$313K +$120 +2 +0%
SC
166
SouthState Corp
Florida
$301K
CT
167
Cambridge Trust
Massachusetts
$299K
FFA
168
Founders Financial Alliance
North Carolina
$298K +$3.73K +62 +1%
GSAM
169
Grant Street Asset Management
Pennsylvania
$296K -$1.07M -9,204 -78%
MIM
170
MTM Investment Management
South Carolina
$295K
AIC
171
Ameritas Investment Company
Nebraska
$294K +$19.3K +288 +7%
PPA
172
Parametric Portfolio Associates
Washington
$293K -$22.9K -382 -7%
RJT
173
Raymond James Trust
Florida
$292K
SF
174
Synovus Financial
Georgia
$291K +$291K +4,848 New
PA
175
PFG Advisors
Arizona
$286K