DLN icon

WisdomTree US LargeCap Dividend Fund

332 hedge funds and large institutions have $2.27B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 114 increasing their positions, 78 reducing their positions, and 16 closing their positions.

Holders
332
Holders Change
+23
Holders Change %
+7.44%
% of All Funds
5.36%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
43
Increased
114
Reduced
78
Closed
16
Calls
$1.13M
Puts
Net Calls
+$1.13M
Net Calls Change
+$789K
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$268M 4,332,817 +63,612 +1%
Morgan Stanley
2
Morgan Stanley
New York
$181M 2,918,306 +11,297 +0.4%
LPL Financial
3
LPL Financial
California
$157M 2,527,511 +288,419 +13%
GW
4
GW & Wade
Massachusetts
$124M 2,005,742 +458,646 +30%
Bank of America
5
Bank of America
North Carolina
$120M 1,934,489 -7,844 -0.4%
Ameriprise
6
Ameriprise
Minnesota
$110M 1,778,308 +117,993 +7%
Creative Planning
7
Creative Planning
Kansas
$89.3M 1,441,447 +5,089 +0.4%
UBS Group
8
UBS Group
Switzerland
$82.7M 1,334,292 +51,657 +4%
EWM
9
Evercore Wealth Management
New York
$65.7M 1,059,755 +100,499 +10%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$64.3M 1,038,300
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$47M 758,979 +31,136 +4%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$38.1M 614,860 +27,679 +5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$38M 613,030 +3,726 +0.6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$35.9M 579,146 +26,628 +5%
SWP
15
Stratos Wealth Partners
Ohio
$35.5M 572,779 -11,326 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$35.4M 571,802 +75,458 +15%
RJA
17
Raymond James & Associates
Florida
$33.2M 536,539 +16,367 +3%
RWP
18
Revolve Wealth Partners
New Jersey
$32.6M 525,745 -29,986 -5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$32.1M 518,311 +23,588 +5%
GVAG
20
Great Valley Advisor Group
Delaware
$29.5M 475,993 +47,003 +11%
Wells Fargo
21
Wells Fargo
California
$26.2M 423,653 -80,072 -16%
Osaic Holdings
22
Osaic Holdings
Arizona
$23.4M 378,374 +188,316 +99%
IWP
23
IAG Wealth Partners
Wisconsin
$22M 355,677 -1,612 -0.5%
MHS
24
M Holdings Securities
Oregon
$20.5M 330,245 -17,544 -5%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$19.2M 309,824 -1,118 -0.4%