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WisdomTree US LargeCap Dividend Fund

332 hedge funds and large institutions have $2.27B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 114 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+23
Holders Change %
+7.44%
% of All Funds
5.36%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
43
Increased
114
Reduced
78
Closed
16
Calls
$1.13M
Puts
Net Calls
+$1.13M
Net Calls Change
+$789K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
151
CoreCap Advisors
Michigan
$592K +$592K +9,563 New
RWP
152
RWA Wealth Partners
Massachusetts
$584K
William Blair & Company
153
William Blair & Company
Illinois
$583K +$11.5K +186 +2%
CL
154
Choreo LLC
Illinois
$571K +$43.3K +698 +8%
FHC
155
First Heartland Consultants
Missouri
$564K
BAM
156
Bosun Asset Management
Illinois
$558K
RWA
157
Redmont Wealth Advisors
Illinois
$558K
Bank of New York Mellon
158
Bank of New York Mellon
New York
$555K -$1.08M -17,401 -66%
LNWWM
159
Laird Norton Wetherby Wealth Management
California
$548K
Fidelity Investments
160
Fidelity Investments
Massachusetts
$538K +$183K +2,961 +52%
EWA
161
EverSource Wealth Advisors
Alabama
$534K +$534K +8,623 New
MA
162
Mutual Advisors
Nebraska
$530K +$530K +8,562 New
CAWM
163
Capital Advisors Wealth Management
Washington
$526K +$25.5K +411 +5%
FAIM
164
Financial Advocates Investment Management
Washington
$525K -$36.2K -585 -6%
WDL
165
Well Done LLC
Michigan
$518K -$254K -4,100 -33%
EW
166
Element Wealth
Mississippi
$515K +$2.85K +46 +0.6%
BFA
167
Benedict Financial Advisors
Georgia
$507K
CAC
168
Certified Advisory Corp
Florida
$498K -$31.7K -512 -6%
KWM
169
Kaydan Wealth Management
Michigan
$497K +$3.1K +50 +0.6%
GCM
170
Gunderson Capital Management
South Carolina
$488K +$488K +7,883 New
RA
171
RFG Advisory
Alabama
$481K +$3.05K +48 +0.6%
M&T Bank
172
M&T Bank
New York
$480K +$44.4K +716 +10%
MSAM
173
Moloney Securities Asset Management
Missouri
$477K +$59.7K +964 +14%
FFA
174
Founders Financial Alliance
North Carolina
$466K +$248 +4 +0.1%
CAM
175
Cozad Asset Management
Illinois
$466K