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WisdomTree US LargeCap Dividend Fund

341 hedge funds and large institutions have $2.24B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 102 increasing their positions, 107 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $2.11B → $2.24B (+$132M)

1.07% more ownership

Funds ownership: 61.9%62.97% (+1.1%)

1% more funds holding

Funds holding: 338341 (+3)

5% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 107

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
341
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.35%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
23
Increased
102
Reduced
107
Closed
18
Calls
$884K
Puts
Net Calls
+$884K
Net Calls Change
-$131K
Name Holding Trade Value Shares
Change
Change in
Stake
VC
201
Vicus Capital
Pennsylvania
$385K -$74.2K -1,196 -17%
GRP
202
Global Retirement Partners
California
$384K +$7.44K +120 +2%
SAM
203
SignalPoint Asset Management
Missouri
$381K +$371K +5,986 +99%
FTS
204
Fifth Third Securities
Ohio
$370K +$361K +5,824 New
LIA
205
LS Investment Advisors
Michigan
$369K
RT
206
Rockland Trust
Massachusetts
$361K
MIAS
207
Mason Investment Advisory Services
Virginia
$361K +$2.23K +36 +0.6%
MFT
208
Moisand Fitzgerald Tamayo
Florida
$360K
ST
209
Spinnaker Trust
Maine
$359K +$62 +1 +0%
MA
210
Mutual Advisors
Nebraska
$357K -$170K -2,748 -33%
CT
211
Cambridge Trust
Massachusetts
$354K
AWM
212
Axxcess Wealth Management
California
$352K -$869 -14 -0.3%
STA
213
Summit Trail Advisors
New York
$350K
SF
214
Synovus Financial
Georgia
$349K +$46.7K +753 +16%
MMPW
215
Mitchell McLeod Pugh & Williams
Alabama
$347K
BWA
216
BDO Wealth Advisors
Florida
$343K
CWM
217
Cornerstone Wealth Management
Missouri
$338K +$329K +5,308 New
RJT
218
Raymond James Trust
Florida
$337K +$12.8K +206 +4%
VNB
219
Virginia National Bank
Virginia
$325K
NB
220
Nicolet Bankshares
Wisconsin
$323K
FNBT
221
FineMark National Bank & Trust
Florida
$317K -$12.4K -200 -4%
Corient Private Wealth
222
Corient Private Wealth
Florida
$317K -$82K -1,321 -21%
UCFA
223
United Capital Financial Advisors
Texas
$316K
WPC
224
Wedmont Private Capital
Pennsylvania
$312K
FPAS
225
Focus Partners Advisor Solutions
Missouri
$311K -$1.61K -26 -0.5%