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WisdomTree US LargeCap Dividend Fund

405 hedge funds and large institutions have $7.47B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 98 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+30
Holders Change %
+8%
% of All Funds
5.39%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
55
Increased
136
Reduced
98
Closed
17
Calls
$241K
Puts
Net Calls
+$241K
Net Calls Change
+$241K
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
176
Bosun Asset Management
Illinois
$700K
KWM
177
Kaydan Wealth Management
Michigan
$698K +$21.4K +275 +3%
EWA
178
EverSource Wealth Advisors
Alabama
$697K -$65.3K -840 -9%
PI
179
PFG Investments
New York
$693K -$90.6K -1,165 -12%
AWC
180
Adamsbrown Wealth Consultants
Kansas
$692K +$856 +11 +0.1%
IWM
181
IHT Wealth Management
Illinois
$673K -$99K -1,272 -13%
NFA
182
Northwest Financial Advisors
Virginia
$669K +$313K +4,024 +88%
CAWM
183
Capital Advisors Wealth Management
Washington
$668K +$2.1K +27 +0.3%
CWM
184
Collaborative Wealth Management
Florida
$665K -$68K -874 -9%
WDL
185
Well Done LLC
Michigan
$657K
Kovitz Investment Group Partners
186
Kovitz Investment Group Partners
Illinois
$653K +$653K +8,394 New
HWMT
187
Heritage Wealth Management (Texas)
Texas
$653K -$89.5K -1,151 -12%
CAM
188
Cozad Asset Management
Illinois
$651K -$78 -1 -0%
NW
189
NewEdge Wealth
Pennsylvania
$646K -$5.21K -67 -0.8%
HSA
190
HBK Sorce Advisory
Pennsylvania
$639K
EW
191
Element Wealth
Mississippi
$636K
BFA
192
Benedict Financial Advisors
Georgia
$633K +$233 +3 +0%
WPC
193
Wedmont Private Capital
Pennsylvania
$627K
IAIM
194
International Assets Investment Management
Florida
$626K +$626K +8,063 New
M&T Bank
195
M&T Bank
New York
$622K +$11.7K +150 +2%
SF
196
Synovus Financial
Georgia
$621K -$637K -8,181 -51%
MWA
197
Midland Wealth Advisors
Illinois
$620K -$24.7K -318 -4%
WWM
198
Western Wealth Management
Colorado
$619K +$622 +8 +0.1%
HTC
199
Haverford Trust Company
Pennsylvania
$607K
LOIP
200
Live Oak Investment Partners
Texas
$600K -$591K