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WisdomTree US LargeCap Dividend Fund

264 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+10
Holders Change %
+3.94%
% of All Funds
4.64%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
25
Increased
82
Reduced
69
Closed
10
Calls
$489K
Puts
Net Calls
+$489K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Shares
Change %
AP
201
Adero Partners
California
$201K
PA
202
PSI Advisors
Florida
$187K +$187K +3,142 New
AWA
203
Arkadios Wealth Advisors
Georgia
$182K
MA
204
MCF Advisors
Kentucky
$179K
JEST
205
JTC Employer Solutions Trustee
Jersey
$175K
Barclays
206
Barclays
United Kingdom
$166K -$223K -3,736 -57%
GRP
207
Global Retirement Partners
California
$157K
AA
208
Ancora Advisors
Ohio
$147K
WT
209
Washington Trust
Rhode Island
$138K -$11.9K -200 -8%
BCWM
210
Bartlett & Co Wealth Management
Ohio
$131K
BC
211
Bartlett & Co
Ohio
$131K
PWA
212
Phoenix Wealth Advisors
North Carolina
$131K
SWM
213
Spire Wealth Management
Virginia
$129K
CFA
214
Carroll Financial Associates
North Carolina
$119K
FGAM
215
Financial Gravity Asset Management
Texas
$119K
OC
216
Oakworth Capital
Alabama
$107K
CG
217
Cutler Group
California
$107K +$107K +1,800 New
GEA
218
Glen Eagle Advisors
New Jersey
$105K
Franklin Resources
219
Franklin Resources
California
$101K
ST
220
Smithfield Trust
Pennsylvania
$95K
OIA
221
Optimum Investment Advisors
Illinois
$81K -$300K -5,000 -79%
S
222
SignatureFD
Georgia
$81K
BFEC
223
Benjamin F. Edwards & Company
Missouri
$74K
FMTCOCP
224
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$73K -$28.7K -480 -28%
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.6K