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WisdomTree US LargeCap Dividend Fund

364 hedge funds and large institutions have $2.58B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.15%
New
20
Increased
114
Reduced
109
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RMCM
201
Reynders McVeigh Capital Management
Massachusetts
$473K
HF
202
HRT Financial
New York
$472K +$472K +6,492 New
RWA
203
Redmont Wealth Advisors
Illinois
$470K
MWM
204
Modera Wealth Management
New Jersey
$461K
PAG
205
Powers Advisory Group
Illinois
$454K +$2.69K +37 +0.6%
FFA
206
Frazier Financial Advisors
Ohio
$453K -$158K -2,167 -26%
SYBT
207
Stock Yards Bank & Trust
Kentucky
$453K
ATI
208
ARK & TLK Investments
Oklahoma
$452K -$29.3K -403 -6%
WPW
209
Waldron Private Wealth
Pennsylvania
$450K
ABC
210
Associated Banc-Corp
Wisconsin
$444K
KA
211
Kovack Advisors
Florida
$441K +$10.9K +150 +3%
SAM
212
SignalPoint Asset Management
Missouri
$429K +$582 +8 +0.1%
PS
213
Principal Securities
Iowa
$424K +$50.4K +693 +13%
LIA
214
LS Investment Advisors
Michigan
$422K
ACM
215
Absolute Capital Management
Pennsylvania
$421K -$15.8K -217 -4%
WCWM
216
Willow Creek Wealth Management
California
$413K -$20.4K -280 -5%
MFT
217
Moisand Fitzgerald Tamayo
Florida
$412K
HBW
218
Hazlett, Burt & Watson
West Virginia
$405K +$727 +10 +0.2%
MMPW
219
Mitchell McLeod Pugh & Williams
Alabama
$397K
AWM
220
Axxcess Wealth Management
California
$396K
ST
221
Spinnaker Trust
Maine
$390K
CWM
222
Cornerstone Wealth Management
Missouri
$390K +$73 +1 +0%
AFO
223
Arrowroot Family Office
California
$389K -$543K -7,469 -58%
SF
224
Synovus Financial
Georgia
$380K +$29.8K +410 +9%
MA
225
Mutual Advisors
Nebraska
$379K +$299 +4 +0.1%