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WisdomTree US LargeCap Dividend Fund

240 hedge funds and large institutions have $1.5B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+22
Holders Change %
+10.09%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
41
Increased
65
Reduced
63
Closed
16
Calls
$1.15M
Puts
$11.2M
Net Calls
-$10M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CFO
201
CVA Family Office
Colorado
$77K
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$75K
S
203
SignatureFD
Georgia
$73K
BFEC
204
Benjamin F. Edwards & Company
Missouri
$66K +$215 +4 +0.3%
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$64.5K
HI
206
Hudock Inc
Pennsylvania
$63K
TFGT
207
TS Financial Group (TSFG)
Illinois
$56K
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$56K
WEC
209
Winslow Evans & Crocker
Massachusetts
$56K +$8.62K +160 +18%
TCWA
210
Ten Capital Wealth Advisors
Washington
$56K +$56K +1,040 New
CFB
211
Cullen/Frost Bankers
Texas
$54K
SNT
212
Security National Trust
West Virginia
$52K +$47.6K +882 +1,076%
COCM
213
Charter Oak Capital Management
New Hampshire
$50K +$50K +938 New
NL
214
NVWM LLC
Pennsylvania
$42K
SFS
215
Sowell Financial Services
Arkansas
$39K
LGA
216
Lebenthal Global Advisors
New York
$39K +$39K +742 New
FHA
217
First Horizon Advisors
Tennessee
$36K
RA
218
Reby Advisors
Connecticut
$35K +$35K +644 New
PA
219
Perennial Advisors
New York
$33K +$33K +606 New
CFD
220
Creative Financial Designs
Indiana
$29K
SIAG
221
Safeguard Investment Advisory Group
California
$28K +$28K +530 New
CAL
222
Capital Analysts LLC
Pennsylvania
$27K
VNA
223
Valley National Advisers
Pennsylvania
$22K
ASN
224
Advisory Services Network
Georgia
$22K +$216 +4 +1%
LWM
225
Liberty Wealth Management
California
$21K