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WisdomTree US LargeCap Dividend Fund

340 hedge funds and large institutions have $2.24B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 18 closing their positions.

Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
23
Increased
101
Reduced
107
Closed
18
Calls
$884K
Puts
Net Calls
+$884K
Net Calls Change
-$131K
Name Holding Trade Value Shares
Change
Shares
Change %
HP
151
Hilltop Partners
Indiana
$680K +$680K +10,686 New
IWM
152
IHT Wealth Management
Illinois
$662K +$2.74K +43 +0.4%
Qube Research & Technologies (QRT)
153
Qube Research & Technologies (QRT)
United Kingdom
$652K +$616K +15,331 +1,719%
RMCM
154
Reynders McVeigh Capital Management
Massachusetts
$636K
NCM
155
Noesis Capital Mangement
Florida
$636K
SCA
156
STALEY CAPITAL ADVISERS
Pennsylvania
$627K +$318 +5 +0.1%
PI
157
PFG Investments
New York
$610K +$101K +1,594 +20%
NW
158
NewEdge Wealth
Pennsylvania
$588K +$244K +3,842 +71%
RWP
159
RWA Wealth Partners
Massachusetts
$586K
William Blair & Company
160
William Blair & Company
Illinois
$582K -$2.54K -40 -0.4%
FHC
161
First Heartland Consultants
Missouri
$579K
BRWA
162
B. Riley Wealth Advisors
Florida
$579K -$37.8K -595 -6%
BAM
163
Bosun Asset Management
Illinois
$572K
Renaissance Technologies
164
Renaissance Technologies
New York
$572K +$572K +9,000 New
LNWWM
165
Laird Norton Wetherby Wealth Management
California
$563K
EWA
166
EverSource Wealth Advisors
Alabama
$560K
CAWM
167
Capital Advisors Wealth Management
Washington
$544K +$2.29K +36 +0.4%
EW
168
Element Wealth
Mississippi
$542K +$15.6K +246 +3%
WDL
169
Well Done LLC
Michigan
$532K
CL
170
Choreo LLC
Illinois
$530K -$44.6K -702 -8%
HSA
171
HBK Sorce Advisory
Pennsylvania
$522K
BFA
172
Benedict Financial Advisors
Georgia
$520K
KWM
173
Kaydan Wealth Management
Michigan
$515K +$954 +15 +0.2%
HTC
174
Haverford Trust Company
Pennsylvania
$496K
M&T Bank
175
M&T Bank
New York
$493K