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WisdomTree US LargeCap Dividend Fund

364 hedge funds and large institutions have $2.58B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 21 closing their positions.

Holders
364
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
5.3%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.15%
New
20
Increased
114
Reduced
109
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WS
151
Wedbush Securities
California
$807K 11,092
GRP
152
Global Retirement Partners
California
$802K 11,026 +5,017 +83%
LSAG
153
Lake Street Advisors Group
New Hampshire
$802K 11,020 +2 +0%
GAG
154
GM Advisory Group
New York
$798K 10,966 +157 +1%
CA
155
CoreCap Advisors
Michigan
$789K 10,852 -1,434 -12%
HWMT
156
Heritage Wealth Management (Texas)
Texas
$788K 10,828 -12,807 -54%
NA
157
NewEdge Advisors
Louisiana
$780K 10,719 +6,469 +152%
CCA
158
Cora Capital Advisors
New Jersey
$778K 10,694
HP
159
Hilltop Partners
Indiana
$777K 10,686
NFSG
160
Newbridge Financial Services Group
Florida
$764K 10,501 -118 -1%
HOWA
161
Heritage Oak Wealth Advisors
Florida
$736K 10,117 +10,117 New
PI
162
PFG Investments
New York
$730K 10,037 +45 +0.5%
NCM
163
Noesis Capital Mangement
Florida
$728K 10,000
6F
164
626 Financial
Michigan
$719K 9,888 +30 +0.3%
TFS
165
Thoroughbred Financial Services
Tennessee
$691K 9,505 +2,576 +37%
CWM
166
Collaborative Wealth Management
Florida
$688K 9,460 -1,806 -16%
MWA
167
Midland Wealth Advisors
Illinois
$671K 9,227 -176 -2%
RWP
168
RWA Wealth Partners
Massachusetts
$671K 9,218
LNWWM
169
Laird Norton Wetherby Wealth Management
California
$660K 9,079 +229 +3%
BAM
170
Bosun Asset Management
Illinois
$655K 9,000
AWC
171
Adamsbrown Wealth Consultants
Kansas
$646K 8,879 -632 -7%
NW
172
NewEdge Wealth
Pennsylvania
$639K 8,777
EWA
173
EverSource Wealth Advisors
Alabama
$637K 8,465
DAS
174
Dynamic Advisor Solutions
Arizona
$629K 8,644 +1,375 +19%
IWM
175
IHT Wealth Management
Illinois
$624K 8,575 -98 -1%