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WisdomTree US LargeCap Dividend Fund

323 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 81 reducing their positions, and 16 closing their positions.

Holders
323
Holders Change
+19
Holders Change %
+6.25%
% of All Funds
5.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.22%
New
38
Increased
100
Reduced
81
Closed
16
Calls
$396K
Puts
$6K
Net Calls
+$390K
Net Calls Change
+$149K
Name Holding Trade Value Shares
Change
Shares
Change %
C
201
Certuity
Florida
$329K
CT
202
Cambridge Trust
Massachusetts
$329K +$35.4K +599 +12%
STA
203
Summit Trail Advisors
New York
$325K +$325K +5,500 New
AR
204
Advisory Research
Illinois
$323K -$85.6K -1,447 -21%
RJT
205
Raymond James Trust
Florida
$323K
MWM
206
Marion Wealth Management
Pennsylvania
$322K +$709 +12 +0.2%
BWA
207
BDO Wealth Advisors
Florida
$318K +$53.7K +910 +20%
CC
208
Courier Capital
New York
$314K
WA
209
WBH Advisory
Maryland
$314K +$314K +5,270 New
FNBT
210
FineMark National Bank & Trust
Florida
$313K
SKK
211
Shepherd Kaplan Krochuk
Massachusetts
$306K
UCFA
212
United Capital Financial Advisors
Texas
$303K -$17.1K -290 -5%
FCFC
213
First Commonwealth Financial Corp
Pennsylvania
$301K
FPAS
214
Focus Partners Advisor Solutions
Missouri
$298K
WWM
215
Western Wealth Management
Colorado
$295K +$12.1K +205 +4%
BSW
216
Buckingham Strategic Wealth
Missouri
$289K
WPC
217
Wedmont Private Capital
Pennsylvania
$289K
TFS
218
Thoroughbred Financial Services
Tennessee
$288K +$288K +4,877 New
SLT
219
St Louis Trust
Missouri
$279K
PA
220
PFG Advisors
Arizona
$276K
NB
221
Nicolet Bankshares
Wisconsin
$271K
CJFS
222
Coulter & Justus Financial Services
Tennessee
$267K +$267K +4,510 New
AAS
223
Ameritas Advisory Services
Nebraska
$262K +$887 +15 +0.3%
Neuberger Berman Group
224
Neuberger Berman Group
New York
$261K +$261K +4,419 New
IFWM
225
Institute for Wealth Management
Colorado
$260K +$13.6K +230 +6%