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WisdomTree US LargeCap Dividend Fund

332 hedge funds and large institutions have $2.27B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 114 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+23
Holders Change %
+7.44%
% of All Funds
5.36%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
43
Increased
114
Reduced
78
Closed
16
Calls
$1.13M
Puts
Net Calls
+$1.13M
Net Calls Change
+$789K
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
201
SignalPoint Asset Management
Missouri
$376K -$5.45K -88 -1%
PAG
202
Powers Advisory Group
Illinois
$373K -$143K -2,306 -28%
LIA
203
LS Investment Advisors
Michigan
$359K
MFT
204
Moisand Fitzgerald Tamayo
Florida
$351K
AR
205
Advisory Research
Illinois
$350K
ST
206
Spinnaker Trust
Maine
$350K -$85.7K -1,383 -20%
MIAS
207
Mason Investment Advisory Services
Virginia
$347K +$2.48K +40 +0.7%
CT
208
Cambridge Trust
Massachusetts
$345K
STA
209
Summit Trail Advisors
New York
$341K
MMPW
210
Mitchell McLeod Pugh & Williams
Alabama
$338K -$16.7K -270 -5%
C
211
Certuity
Florida
$337K
BWA
212
BDO Wealth Advisors
Florida
$334K
AAS
213
Ameritas Advisory Services
Nebraska
$332K +$56.7K +915 +21%
CC
214
Courier Capital
New York
$329K
VNB
215
Virginia National Bank
Virginia
$328K -$128K -2,063 -28%
TRCT
216
Tower Research Capital (TRC)
New York
$327K +$302K +4,879 +1,187%
FNBT
217
FineMark National Bank & Trust
Florida
$322K
RJT
218
Raymond James Trust
Florida
$315K
NB
219
Nicolet Bankshares
Wisconsin
$315K +$31K +500 +11%
UCFA
220
United Capital Financial Advisors
Texas
$308K -$131K -2,112 -30%
WPC
221
Wedmont Private Capital
Pennsylvania
$308K
BSW
222
Buckingham Strategic Wealth
Missouri
$303K
SL
223
Salomon & Ludwin
Virginia
$302K +$302K +4,870 New
SKK
224
Shepherd Kaplan Krochuk
Massachusetts
$301K -$19.6K -317 -6%
T
225
TRUADVICE
Florida
$301K +$36.5K +576 +14%