We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

254 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

13% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 70

4% more funds holding

Funds holding: 245254 (+9)

3% more capital invested

Capital invested by funds: $1.61B → $1.66B (+$53.9M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2.24% less ownership

Funds ownership: 114.38%112.14% (-2.2%)

Holders
254
Holders Change
+9
Holders Change %
+3.67%
% of All Funds
4.42%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
24
Increased
79
Reduced
70
Closed
11
Calls
$674K
Puts
Net Calls
+$674K
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$252M -$4.4M -73,872 -2%
Morgan Stanley
2
Morgan Stanley
New York
$166M +$58.2K +976 +0%
Bank of America
3
Bank of America
North Carolina
$105M -$10.5M -175,548 -9%
GW
4
GW & Wade
Massachusetts
$87.8M -$43.8K -734 -0.1%
LPL Financial
5
LPL Financial
California
$87.7M +$4.53M +76,026 +6%
Ameriprise
6
Ameriprise
Minnesota
$67.9M +$3.34M +55,940 +5%
Creative Planning
7
Creative Planning
Kansas
$61.3M -$6.04M -101,388 -9%
UBS Group
8
UBS Group
Switzerland
$57.5M +$1.22M +20,544 +2%
EWM
9
Evercore Wealth Management
New York
$54.8M +$405K +6,798 +0.8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$38.1M +$3.01M +50,526 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$35.2M -$50.6K -848 -0.1%
SWP
12
Stratos Wealth Partners
Ohio
$33.2M +$104K +1,742 +0.3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$32.7M -$4.36M -73,162 -12%
WSTAM
14
Wilbanks Smith & Thomas Asset Management
Virginia
$30.9M +$310K +5,202 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$25.3M +$110K +1,846 +0.4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$24.8M +$942K +15,792 +4%
Wells Fargo
17
Wells Fargo
California
$21.1M -$523K -8,780 -2%
MHS
18
M Holdings Securities
Oregon
$19.5M -$29.3K -492 -0.2%
IWP
19
IAG Wealth Partners
Wisconsin
$16.1M +$331K +5,548 +2%
Goldman Sachs
20
Goldman Sachs
New York
$15.2M -$1.68M -28,158 -10%
RJA
21
Raymond James & Associates
Florida
$13.6M +$444K +7,444 +3%
JP Morgan Chase
22
JP Morgan Chase
New York
$13.5M -$1.4M -23,494 -9%
SWP
23
ShoreHaven Wealth Partners
New Jersey
$13.1M +$1.64M +27,580 +15%
GLLW
24
Graves Light Lenhart Wealth
Virginia
$12.4M -$232K -3,888 -2%
SPIA
25
Steward Partners Investment Advisory
New York
$12.3M -$132K -2,218 -1%