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WisdomTree US LargeCap Dividend Fund

288 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, 228 increasing their positions, 8 reducing their positions, and 23 closing their positions.

Holders
288
Holders Change
+24
Holders Change %
+9.09%
% 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
228
Reduced
8
Closed
23
Calls
$423K
Puts
Net Calls
+$423K
Net Calls Change
-$66K
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$270M 4,095,655 +2,034,019 +99%
Morgan Stanley
2
Morgan Stanley
New York
$194M 2,932,793 +1,484,156 +102%
Bank of America
3
Bank of America
North Carolina
$116M 1,754,427 +1,015,947 +138%
LPL Financial
4
LPL Financial
California
$110M 1,658,457 +802,286 +94%
GW
5
GW & Wade
Massachusetts
$91.6M 1,386,365 +693,128 +100%
Ameriprise
6
Ameriprise
Minnesota
$77.7M 1,177,462 +600,250 +104%
Creative Planning
7
Creative Planning
Kansas
$69.3M 1,049,116 +509,652 +94%
UBS Group
8
UBS Group
Switzerland
$62M 938,164 +460,016 +96%
EWM
9
Evercore Wealth Management
New York
$56.9M 861,182 +414,297 +93%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$40.9M 619,316 +304,302 +97%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$40.2M 609,066 +307,698 +102%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$37.4M 566,255 +290,531 +105%
SWP
13
Stratos Wealth Partners
Ohio
$35.6M 539,557 +268,864 +99%
WSTAM
14
Wilbanks Smith & Thomas Asset Management
Virginia
$35.5M 538,204 +275,971 +105%
RWP
15
Revolve Wealth Partners
New Jersey
$35.5M 537,629 +537,629 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$29.2M 442,724 +232,045 +110%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$27M 409,452 +179,064 +78%
Wells Fargo
18
Wells Fargo
California
$24.1M 365,163 +186,492 +104%
IWP
19
IAG Wealth Partners
Wisconsin
$20.2M 306,042 +164,013 +115%
Goldman Sachs
20
Goldman Sachs
New York
$19.7M 298,322 +172,248 +137%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$17.3M 262,459 +136,875 +109%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$16.3M 246,264 +125,134 +103%
RJA
23
Raymond James & Associates
Florida
$15M 227,827 +111,418 +96%
SWP
24
ShoreHaven Wealth Partners
New Jersey
$14.7M 222,384 +111,534 +101%
GVAG
25
Great Valley Advisor Group
Delaware
$14.4M 211,521 +60,668 +40%