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WisdomTree US LargeCap Dividend Fund

264 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+10
Holders Change %
+3.94%
% of All Funds
4.64%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
25
Increased
82
Reduced
69
Closed
10
Calls
$489K
Puts
Net Calls
+$489K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
151
One Capital Management
California
$378K -$38.7K -650 -9%
OC
152
Oppenheimer & Co
New York
$377K -$459K -7,706 -55%
BSW
153
Buckingham Strategic Wealth
Missouri
$373K -$33.4K -560 -8%
BFS
154
Bickling Financial Services
Massachusetts
$373K +$106K +1,780 +40%
EW
155
Element Wealth
Mississippi
$366K
WCWM
156
Willow Creek Wealth Management
California
$364K
FCI
157
Financial Counselors Inc
Kansas
$348K
LIA
158
LS Investment Advisors
Michigan
$346K
MCM
159
MAI Capital Management
Ohio
$346K
FTS
160
Fifth Third Securities
Ohio
$338K -$425K -7,128 -56%
MFT
161
Moisand Fitzgerald Tamayo
Florida
$338K
MOS
162
MGO One Seven
Ohio
$330K -$162K -2,566 -33%
FCFC
163
First Commonwealth Financial Corp
Pennsylvania
$330K -$5.72K -96 -2%
WAM
164
WealthTrust Asset Management
Florida
$329K +$16.8K +282 +5%
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$325K -$22.1K -356 -6%
BJL
166
Brighton Jones LLC
Washington
$324K +$1.55K +26 +0.5%
AF
167
Advisornet Financial
Minnesota
$324K +$324K +5,430 New
CC
168
Courier Capital
New York
$317K
W
169
Wealthquest
Ohio
$316K
HI
170
Harbour Investments
Wisconsin
$311K +$358 +6 +0.1%
SC
171
SouthState Corp
Florida
$298K
CT
172
Cambridge Trust
Massachusetts
$296K
AIC
173
Ameritas Investment Company
Nebraska
$292K +$30.5K +512 +12%
PPA
174
Parametric Portfolio Associates
Washington
$291K -$239 -4 -0.1%
RJT
175
Raymond James Trust
Florida
$290K