We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

289 hedge funds and large institutions have $1.89B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 81 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $1.66B → $1.89B (+$224M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more funds holding

Funds holding: 265289 (+24)

7% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 87

54.26% less ownership

Funds ownership: 110.12%55.85% (-54%)

Holders
289
Holders Change
+24
Holders Change %
+9.06%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
51
Increased
81
Reduced
87
Closed
23
Calls
$423K
Puts
Net Calls
+$423K
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
151
Kaydan Wealth Management
Michigan
$470K +$451K +7,123 New
Northern Trust
152
Northern Trust
Illinois
$468K -$15.7K -248 -3%
ST
153
Spinnaker Trust
Maine
$464K +$127 +2 +0%
AR
154
Advisory Research
Illinois
$456K -$406K -6,410 -48%
MWAM
155
Manhattan West Asset Management
California
$453K +$434K +6,860 New
M&T Bank
156
M&T Bank
New York
$450K +$218K +3,440 +102%
SFA
157
Sequoia Financial Advisors
Ohio
$450K +$431K +6,810 New
KLI
158
Kelman-Lazarov Inc
Tennessee
$443K
UCFA
159
United Capital Financial Advisors
Texas
$440K -$88.8K -1,403 -17%
NF
160
NTB Financial
Colorado
$439K +$421K +6,654 New
WTC
161
WhitTier Trust Company
Nevada
$435K
ARC
162
Advisor Resource Council
Texas
$435K +$417K +6,587 New
SAM
163
SignalPoint Asset Management
Missouri
$432K -$8.48K -134 -2%
OC
164
Oppenheimer & Co
New York
$426K +$8.41K +133 +2%
FAIM
165
Financial Advocates Investment Management
Washington
$422K -$46.3K -731 -10%
PW
166
Peninsula Wealth
California
$421K +$403K +6,372 New
EW
167
Element Wealth
Mississippi
$418K +$11.5K +182 +3%
CJFS
168
Coulter & Justus Financial Services
Tennessee
$413K +$396K +6,252 New
SYBT
169
Stock Yards Bank & Trust
Kentucky
$411K +$394K +6,230 New
Fidelity Investments
170
Fidelity Investments
Massachusetts
$409K -$17.7K -280 -4%
WCWM
171
Willow Creek Wealth Management
California
$404K
CGPCS
172
Capital Group Private Client Services
California
$396K +$127K +2,005 +50%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$394K -$4.83M -76,389 -93%
BFS
174
Bickling Financial Services
Massachusetts
$390K -$21.9K -346 -6%
WCA
175
Waypoint Capital Advisors
Minnesota
$390K +$374K +5,904 New