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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 %
VC
176
Vicus Capital
Pennsylvania
$463K -$628K -10,137 -58%
GAM
177
Grandview Asset Management
Pennsylvania
$449K +$1.43K +23 +0.3%
NA
178
NewEdge Advisors
Louisiana
$446K +$36.5K +615 +9%
Wealth Enhancement Advisory Services
179
Wealth Enhancement Advisory Services
Minnesota
$445K -$40.3K -641 -8%
SYBT
180
Stock Yards Bank & Trust
Kentucky
$444K
AWM
181
Axxcess Wealth Management
California
$439K -$131K -2,115 -23%
IA
182
Insight Advisors
Pennsylvania
$438K -$52.7K -854 -11%
FPAS
183
Focus Partners Advisor Solutions
Missouri
$425K -$101K -1,632 -19%
MWAM
184
Manhattan West Asset Management
California
$425K
BFS
185
Bickling Financial Services
Massachusetts
$415K +$2.42K +39 +0.6%
GWAG
186
Garrett Wealth Advisory Group
Texas
$414K +$805 +13 +0.2%
Brown Advisory
187
Brown Advisory
Maryland
$411K
WCWM
188
Willow Creek Wealth Management
California
$411K
PFS
189
Prospera Financial Services
Texas
$410K +$410K +6,626 New
CPG
190
Cornerstone Planning Group
New Jersey
$410K +$410K +6,633 New
MCM
191
MAI Capital Management
Ohio
$409K
WTC
192
WhitTier Trust Company
Nevada
$408K
SG
193
Sharper & Granite
California
$401K +$401K +6,470 New
TFS
194
Thoroughbred Financial Services
Tennessee
$400K +$68K +1,098 +20%
Corient Private Wealth
195
Corient Private Wealth
Florida
$395K +$395K +6,378 New
PW
196
Peninsula Wealth
California
$389K -$6.13K -99 -2%
KLI
197
Kelman-Lazarov Inc
Tennessee
$387K
GRP
198
Global Retirement Partners
California
$385K +$929 +15 +0.2%
HBW
199
Hazlett, Burt & Watson
West Virginia
$380K +$129K +2,067 +51%
ABC
200
Associated Banc-Corp
Wisconsin
$378K