We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

289 hedge funds and large institutions have $1.89B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 81 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $1.66B → $1.89B (+$224M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more funds holding

Funds holding: 265289 (+24)

7% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 87

54.26% less ownership

Funds ownership: 110.12%55.85% (-54%)

Holders
289
Holders Change
+24
Holders Change %
+9.06%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
51
Increased
81
Reduced
87
Closed
23
Calls
$423K
Puts
Net Calls
+$423K
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$270M -$1.75M -27,617 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$194M +$2.25M +35,519 +1%
Bank of America
3
Bank of America
North Carolina
$116M +$17.6M +277,467 +19%
LPL Financial
4
LPL Financial
California
$110M -$3.41M -53,885 -3%
GW
5
GW & Wade
Massachusetts
$91.6M -$6.9K -109 -0%
Ameriprise
6
Ameriprise
Minnesota
$77.7M +$1.46M +23,038 +2%
Creative Planning
7
Creative Planning
Kansas
$69.3M -$1.89M -29,812 -3%
UBS Group
8
UBS Group
Switzerland
$62M -$1.15M -18,132 -2%
EWM
9
Evercore Wealth Management
New York
$56.9M -$2.06M -32,588 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$40.9M -$678K -10,712 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$40.2M +$400K +6,330 +1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$37.4M +$937K +14,807 +3%
SWP
13
Stratos Wealth Partners
Ohio
$35.6M -$116K -1,829 -0.3%
WSTAM
14
Wilbanks Smith & Thomas Asset Management
Virginia
$35.5M +$869K +13,738 +3%
RWP
15
Revolve Wealth Partners
New Jersey
$35.5M +$34M +537,629 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$29.2M +$1.35M +21,366 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$27M -$3.25M -51,324 -11%
Wells Fargo
18
Wells Fargo
California
$24.1M +$495K +7,821 +2%
IWP
19
IAG Wealth Partners
Wisconsin
$20.2M +$1.39M +21,984 +8%
Goldman Sachs
20
Goldman Sachs
New York
$19.7M +$2.92M +46,174 +18%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$17.3M +$714K +11,291 +4%
JP Morgan Chase
22
JP Morgan Chase
New York
$16.3M +$253K +4,004 +2%
RJA
23
Raymond James & Associates
Florida
$15M -$316K -4,991 -2%
SWP
24
ShoreHaven Wealth Partners
New Jersey
$14.7M +$43.3K +684 +0.3%
GVAG
25
Great Valley Advisor Group
Delaware
$14.4M -$5.71M -90,185 -30%