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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 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 125 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+26
Holders Change %
+7.69%
% of All Funds
5.34%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
52
Increased
90
Reduced
125
Closed
20
Calls
$511K
Puts
Net Calls
+$511K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Shares
Change %
CAWM
176
Capital Advisors Wealth Management
Washington
$563K -$53.9K -812 -9%
EWA
177
EverSource Wealth Advisors
Alabama
$558K -$26.6K -400 -5%
M&T Bank
178
M&T Bank
New York
$558K +$43.6K +657 +8%
FFA
179
Frazier Financial Advisors
Ohio
$557K +$557K +8,395 New
WDL
180
Well Done LLC
Michigan
$555K
EW
181
Element Wealth
Mississippi
$551K -$52.6K -793 -9%
WWP
182
Walden Wealth Partners
Ohio
$548K +$548K +8,258 New
HSA
183
HBK Sorce Advisory
Pennsylvania
$545K
BFA
184
Benedict Financial Advisors
Georgia
$543K
FHC
185
First Heartland Consultants
Missouri
$537K -$67.7K -1,020 -11%
SCA
186
STALEY CAPITAL ADVISERS
Pennsylvania
$536K -$142K -2,134 -21%
BSW
187
Buckingham Strategic Wealth
Missouri
$524K +$95.3K +1,435 +22%
HTC
188
Haverford Trust Company
Pennsylvania
$518K
KWM
189
Kaydan Wealth Management
Michigan
$515K -$14.6K -220 -3%
FFA
190
Founders Financial Alliance
North Carolina
$501K +$266 +4 +0.1%
CAM
191
Cozad Asset Management
Illinois
$499K
FAM
192
Family Asset Management
South Carolina
$486K -$352K -5,298 -42%
FAIM
193
Financial Advocates Investment Management
Washington
$479K -$1.93K -29 -0.4%
SYBT
194
Stock Yards Bank & Trust
Kentucky
$476K
GAM
195
Grandview Asset Management
Pennsylvania
$474K +$1.13K +17 +0.2%
WWM
196
Western Wealth Management
Colorado
$463K +$116K +1,740 +33%
GRP
197
Global Retirement Partners
California
$463K +$52.4K +791 +13%
ATI
198
ARK & TLK Investments
Oklahoma
$459K +$459K +6,908 New
DAS
199
Dynamic Advisor Solutions
Arizona
$448K +$448K +6,761 New
MWAM
200
Manhattan West Asset Management
California
$446K