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WisdomTree US LargeCap Dividend Fund

289 hedge funds and large institutions have $1.89B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 81 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $1.66B → $1.89B (+$224M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more funds holding

Funds holding: 265289 (+24)

7% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 87

54.26% less ownership

Funds ownership: 110.12%55.85% (-54%)

Holders
289
Holders Change
+24
Holders Change %
+9.06%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
51
Increased
81
Reduced
87
Closed
23
Calls
$423K
Puts
Net Calls
+$423K
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
201
Parametric Portfolio Associates
Washington
$318K -$3.67K -58 -1%
E
202
ETFidea
New York
$313K +$300K +4,746 New
SLT
203
St Louis Trust
Missouri
$312K +$299K +4,720 New
PA
204
PFG Advisors
Arizona
$311K -$1.14K -18 -0.4%
MSAM
205
Moloney Securities Asset Management
Missouri
$307K +$68.6K +1,085 +30%
RF
206
Rollins Financial
Georgia
$307K +$294K +4,642 New
NB
207
Nicolet Bankshares
Wisconsin
$303K
BWA
208
BDO Wealth Advisors
Florida
$296K
GIA
209
Gladstone Institutional Advisory
Florida
$282K +$41.5K +656 +18%
CAL
210
Capital Analysts LLC
Pennsylvania
$279K +$1.46K +23 +0.5%
IFWM
211
Institute for Wealth Management
Colorado
$276K
IF
212
Intrua Financial
Texas
$272K +$1.26K +20 +0.5%
CIA
213
Capital Investment Advisors
Georgia
$272K +$260K +4,116 New
EWA
214
Exencial Wealth Advisors
Oklahoma
$267K +$256K +4,051 New
IFG
215
Independent Financial Group
California
$260K +$26.3K +416 +12%
BA
216
Bridgewater Advisors
New York
$256K
FC
217
Fusion Capital
South Carolina
$256K +$245K +3,872 New
MIM
218
MTM Investment Management
South Carolina
$255K -$53.4K -844 -18%
NCMW
219
Northern Capital Management (Washington)
Washington
$255K -$253 -4 -0.1%
FSC
220
Full Sail Capital
Oklahoma
$254K
WCG
221
Weaver Consulting Group
California
$254K +$244K +3,852 New
FCI
222
Financial Counselors Inc
Kansas
$253K -$127K -2,000 -34%
JWBC
223
J.W. Burns & Co
New York
$248K
PWMG
224
Prestige Wealth Management Group
New Jersey
$248K
LGA
225
Lebenthal Global Advisors
New York
$247K -$38K -600 -14%