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WisdomTree US LargeCap Dividend Fund

338 hedge funds and large institutions have $2.14B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 94 increasing their positions, 120 reducing their positions, and 18 closing their positions.

Holders
338
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
5.39%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
20
Increased
94
Reduced
120
Closed
18
Calls
$529K
Puts
Net Calls
+$529K
Net Calls Change
-$355K
Name Market Value Shares Shares
Change
Shares
Change %
Northern Trust
151
Northern Trust
Illinois
$663K 10,776
CCA
152
Cora Capital Advisors
New Jersey
$658K 10,694
HP
153
Hilltop Partners
Indiana
$657K 10,686
IWM
154
IHT Wealth Management
Illinois
$654K 10,634 +231 +2%
RA
155
RFG Advisory
Alabama
$643K 10,463 -1,090 -9%
SCA
156
STALEY CAPITAL ADVISERS
Pennsylvania
$628K 10,210 +348 +4%
NCM
157
Noesis Capital Mangement
Florida
$615K 10,000
PI
158
PFG Investments
New York
$590K 9,598 +11 +0.1%
AWC
159
Adamsbrown Wealth Consultants
Kansas
$583K 9,488 -1,493 -14%
CAWM
160
Capital Advisors Wealth Management
Washington
$572K 9,296 +736 +9%
William Blair & Company
161
William Blair & Company
Illinois
$570K 9,266 +118 +1%
BRWA
162
B. Riley Wealth Advisors
Florida
$568K 9,236 +132 +1%
RWP
163
RWA Wealth Partners
Massachusetts
$567K 9,218
FHC
164
First Heartland Consultants
Missouri
$560K 9,110
EW
165
Element Wealth
Mississippi
$559K 9,096 +581 +7%
NW
166
NewEdge Wealth
Pennsylvania
$559K 9,092 -157 -2%
TFS
167
Thoroughbred Financial Services
Tennessee
$556K 9,055 +2,576 +40%
WPW
168
Waldron Private Wealth
Pennsylvania
$555K 9,032 +9,032 New
BAM
169
Bosun Asset Management
Illinois
$553K 9,000
LNWWM
170
Laird Norton Wetherby Wealth Management
California
$544K 8,850
EWA
171
EverSource Wealth Advisors
Alabama
$541K 8,803
Prudential Financial
172
Prudential Financial
New Jersey
$535K 8,703 +1,067 +14%
GCP
173
GSA Capital Partners
United Kingdom
$530K 8,612 +8,612 New
WDL
174
Well Done LLC
Michigan
$514K 8,364
CL
175
Choreo LLC
Illinois
$513K 8,341