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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 Holding Trade Value Shares
Change
Shares
Change %
CAWM
176
Capital Advisors Wealth Management
Washington
$621K +$2.11K +29 +0.3%
Prudential Financial
177
Prudential Financial
New Jersey
$618K +$134K +1,838 +28%
KWM
178
Kaydan Wealth Management
Michigan
$616K +$54.2K +745 +10%
CAM
179
Cozad Asset Management
Illinois
$609K +$62.9K +865 +12%
M&T Bank
180
M&T Bank
New York
$609K
WDL
181
Well Done LLC
Michigan
$608K
WWP
182
Walden Wealth Partners
Ohio
$608K +$8.08K +111 +1%
WPC
183
Wedmont Private Capital
Pennsylvania
$608K +$244K +3,281 +67%
TRCT
184
Tower Research Capital (TRC)
New York
$601K +$502K +6,900 +507%
HSA
185
HBK Sorce Advisory
Pennsylvania
$597K
EW
186
Element Wealth
Mississippi
$596K -$9.46K -130 -2%
BFA
187
Benedict Financial Advisors
Georgia
$595K
MSAM
188
Moloney Securities Asset Management
Missouri
$572K -$33.4K -459 -6%
HTC
189
Haverford Trust Company
Pennsylvania
$568K
WWM
190
Western Wealth Management
Colorado
$564K +$15.4K +211 +3%
SCA
191
STALEY CAPITAL ADVISERS
Pennsylvania
$563K +$291 +4 +0.1%
MFG
192
Merit Financial Group
Georgia
$558K -$4.58K -63 -0.8%
MGIA
193
Moneta Group Investment Advisors
Missouri
$542K +$83.2K +1,144 +18%
Corient Private Wealth
194
Corient Private Wealth
Florida
$530K +$15K +206 +3%
FAIM
195
Financial Advocates Investment Management
Washington
$529K -$25K -344 -5%
GAM
196
Grandview Asset Management
Pennsylvania
$528K +$4.15K +57 +0.8%
IWC
197
Integrated Wealth Concepts
Massachusetts
$501K +$260K +3,580 +108%
FAM
198
Family Asset Management
South Carolina
$500K -$32.5K -447 -6%
FG
199
Fiduciary Group
Georgia
$481K
WTC
200
WhitTier Trust Company
Nevada
$479K