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WisdomTree US LargeCap Dividend Fund

337 hedge funds and large institutions have $2.11B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+5
Holders Change %
+1.51%
% of All Funds
5.39%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.26%
New
32
Increased
88
Reduced
109
Closed
21
Calls
$1.02M
Puts
Net Calls
+$1.02M
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Shares
Change %
ST
201
Spinnaker Trust
Maine
$349K +$62 +1 +0%
MIAS
202
Mason Investment Advisory Services
Virginia
$349K +$2.04K +33 +0.6%
CT
203
Cambridge Trust
Massachusetts
$344K
AWM
204
Axxcess Wealth Management
California
$344K -$94.3K -1,525 -22%
STA
205
Summit Trail Advisors
New York
$340K
MMPW
206
Mitchell McLeod Pugh & Williams
Alabama
$338K
WA
207
WBH Advisory
Maryland
$336K +$336K +5,438 New
C
208
Certuity
Florida
$336K
KPWS
209
Kestra Private Wealth Services
Texas
$336K +$336K +5,425 New
NW
210
NewEdge Wealth
Pennsylvania
$334K +$334K +5,407 New
BWA
211
BDO Wealth Advisors
Florida
$333K
ACM
212
Advisors Capital Management
New Jersey
$331K -$10.8M -174,085 -97%
FNBT
213
FineMark National Bank & Trust
Florida
$321K
VNB
214
Virginia National Bank
Virginia
$316K -$11.4K -184 -3%
IA
215
Insight Advisors
Pennsylvania
$315K -$124K -2,001 -28%
RJT
216
Raymond James Trust
Florida
$315K
NB
217
Nicolet Bankshares
Wisconsin
$314K
UCFA
218
United Capital Financial Advisors
Texas
$308K
WPC
219
Wedmont Private Capital
Pennsylvania
$305K
FPAS
220
Focus Partners Advisor Solutions
Missouri
$304K -$120K -1,946 -28%
BSW
221
Buckingham Strategic Wealth
Missouri
$303K
SL
222
Salomon & Ludwin
Virginia
$301K
SKK
223
Shepherd Kaplan Krochuk
Massachusetts
$301K
CC
224
Courier Capital
New York
$296K -$32.9K -532 -10%
SF
225
Synovus Financial
Georgia
$293K +$40.7K +658 +16%