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WisdomTree US LargeCap Dividend Fund

288 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, 80 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+24
Holders Change %
+9.09%
% 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
80
Reduced
87
Closed
23
Calls
$423K
Puts
Net Calls
+$423K
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Shares
Change %
C
176
Certuity
Florida
$387K +$109K +1,648 +39%
MCM
177
MAI Capital Management
Ohio
$383K
LIA
178
LS Investment Advisors
Michigan
$383K
MFT
179
Moisand Fitzgerald Tamayo
Florida
$374K
PAG
180
Powers Advisory Group
Illinois
$367K +$367K +5,564 New
FCFC
181
First Commonwealth Financial Corp
Pennsylvania
$365K
OCM
182
One Capital Management
California
$360K -$58.7K -890 -14%
BJL
183
Brighton Jones LLC
Washington
$360K +$2.05K +31 +0.6%
MWM
184
Marion Wealth Management
Pennsylvania
$359K +$359K +5,430 New
CC
185
Courier Capital
New York
$351K
W
186
Wealthquest
Ohio
$350K
MOS
187
MGO One Seven
Ohio
$345K -$1.19K -18 -0.3%
RJT
188
Raymond James Trust
Florida
$345K +$24.3K +368 +8%
FNBT
189
FineMark National Bank & Trust
Florida
$343K -$109K -1,650 -24%
FPAS
190
Focus Partners Advisor Solutions
Missouri
$341K +$341K +5,160 New
RC
191
RegentAtlantic Capital
New Jersey
$339K -$119K -1,810 -26%
WAM
192
WealthTrust Asset Management
Florida
$336K -$27.7K -420 -8%
SC
193
SouthState Corp
Florida
$330K
CT
194
Cambridge Trust
Massachusetts
$328K
SF
195
Synovus Financial
Georgia
$328K +$7.23K +109 +2%
MCC
196
Money Concepts Capital
Florida
$327K +$327K +4,950 New
WPC
197
Wedmont Private Capital
Pennsylvania
$324K +$324K +4,886 New
AAS
198
Ameritas Advisory Services
Nebraska
$324K +$324K +4,908 New
BSW
199
Buckingham Strategic Wealth
Missouri
$323K -$89.9K -1,363 -22%
Prudential Financial
200
Prudential Financial
New Jersey
$318K -$197K -1,552 -38%