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WisdomTree US LargeCap Dividend Fund

254 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+9
Holders Change %
+3.67%
% of All Funds
4.43%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
24
Increased
79
Reduced
70
Closed
11
Calls
$674K
Puts
Net Calls
+$674K
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Shares
Change %
JEST
201
JTC Employer Solutions Trustee
Jersey
$176K +$176K +2,930 New
GRP
202
Global Retirement Partners
California
$158K +$3.84K +64 +2%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$154K +$66.6K +1,108 +76%
WT
204
Washington Trust
Rhode Island
$152K +$152K +2,520 New
AA
205
Ancora Advisors
Ohio
$149K
PWA
206
Phoenix Wealth Advisors
North Carolina
$133K
BCWM
207
Bartlett & Co Wealth Management
Ohio
$132K
BC
208
Bartlett & Co
Ohio
$132K
SWM
209
Spire Wealth Management
Virginia
$130K -$4.15M -69,134 -97%
CFA
210
Carroll Financial Associates
North Carolina
$120K
FGAM
211
Financial Gravity Asset Management
Texas
$120K
OC
212
Oakworth Capital
Alabama
$107K
GEA
213
Glen Eagle Advisors
New Jersey
$106K
FMTCOCP
214
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$102K
Franklin Resources
215
Franklin Resources
California
$101K
ST
216
Smithfield Trust
Pennsylvania
$96K
CFO
217
CVA Family Office
Colorado
$86K
S
218
SignatureFD
Georgia
$82K
BFEC
219
Benjamin F. Edwards & Company
Missouri
$74K +$120 +2 +0.2%
FDCDDQ
220
Federation des caisses Desjardins du Quebec
Quebec, Canada
$72.2K
HI
221
Hudock Inc
Pennsylvania
$71K
TFGT
222
TS Financial Group (TSFG)
Illinois
$69K +$6.04K +100 +10%
TCWA
223
Ten Capital Wealth Advisors
Washington
$63K
CFB
224
Cullen/Frost Bankers
Texas
$60K
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$56K