We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

341 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, 102 increasing their positions, 107 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $2.11B → $2.24B (+$132M)

1.07% more ownership

Funds ownership: 61.9%62.97% (+1.1%)

1% more funds holding

Funds holding: 338341 (+3)

5% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 107

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
341
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.35%
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
102
Reduced
107
Closed
18
Calls
$884K
Puts
Net Calls
+$884K
Net Calls Change
-$131K
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
176
Prudential Financial
New Jersey
$486K +$20.8K +335 +5%
GCM
177
Gunderson Capital Management
South Carolina
$480K -$3.72K -60 -0.8%
FFA
178
Founders Financial Alliance
North Carolina
$479K +$186 +3 +0%
CAM
179
Cozad Asset Management
Illinois
$478K
FAIM
180
Financial Advocates Investment Management
Washington
$478K -$301K -4,846 -39%
GAM
181
Grandview Asset Management
Pennsylvania
$458K +$5.27K +85 +1%
SYBT
182
Stock Yards Bank & Trust
Kentucky
$456K
MSAM
183
Moloney Securities Asset Management
Missouri
$444K -$43.9K -708 -9%
MCM
184
MAI Capital Management
Ohio
$443K +$124 +2 +0%
BSW
185
Buckingham Strategic Wealth
Missouri
$439K +$124K +2,006 +41%
MWAM
186
Manhattan West Asset Management
California
$427K -$8.81K -142 -2%
WCWM
187
Willow Creek Wealth Management
California
$422K
CPG
188
Cornerstone Planning Group
New Jersey
$422K +$411K +6,633 New
FG
189
Fiduciary Group
Georgia
$420K
WTC
190
WhitTier Trust Company
Nevada
$418K
CAC
191
Certified Advisory Corp
Florida
$417K -$79.2K -1,277 -16%
Brown Advisory
192
Brown Advisory
Maryland
$413K -$9.31K -150 -2%
TFS
193
Thoroughbred Financial Services
Tennessee
$412K
SG
194
Sharper & Granite
California
$411K
RWA
195
Redmont Wealth Advisors
Illinois
$411K +$50.1K +808 +14%
GWAG
196
Garrett Wealth Advisory Group
Texas
$398K -$16.1K -259 -4%
KLI
197
Kelman-Lazarov Inc
Tennessee
$395K -$2.17K -35 -0.6%
HBW
198
Hazlett, Burt & Watson
West Virginia
$392K +$806 +13 +0.2%
ABC
199
Associated Banc-Corp
Wisconsin
$388K
PAG
200
Powers Advisory Group
Illinois
$387K +$2.36K +38 +0.6%