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WisdomTree US LargeCap Dividend Fund

341 hedge funds and large institutions have $2.24B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 102 increasing their positions, 107 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $2.11B → $2.24B (+$132M)

1.07% more ownership

Funds ownership: 61.9%62.97% (+1.1%)

1% more funds holding

Funds holding: 338341 (+3)

5% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 107

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
341
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.35%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
23
Increased
102
Reduced
107
Closed
18
Calls
$884K
Puts
Net Calls
+$884K
Net Calls Change
-$131K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$269M -$5.73M -92,306 -2%
LPL Financial
2
LPL Financial
California
$178M +$16.6M +268,309 +11%
Morgan Stanley
3
Morgan Stanley
New York
$177M -$2.15M -34,650 -1%
GW
4
GW & Wade
Massachusetts
$132M -$3.27M -52,653 -2%
Creative Planning
5
Creative Planning
Kansas
$101M +$9.63M +155,291 +11%
Bank of America
6
Bank of America
North Carolina
$94.5M -$2.29M -36,961 -2%
Ameriprise
7
Ameriprise
Minnesota
$90.7M -$2.1M -33,806 -2%
UBS Group
8
UBS Group
Switzerland
$74.8M -$1.28M -20,621 -2%
EWM
9
Evercore Wealth Management
New York
$67.9M +$1.1M +17,734 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$56.4M +$15.1M +243,821 +38%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$52M +$2.71M +43,645 +6%
GVAG
12
Great Valley Advisor Group
Delaware
$44.2M +$11.9M +191,208 +38%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$39.6M -$811K -13,080 -2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$37M +$480K +7,738 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$34.1M -$2.8M -45,199 -8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$32.3M -$286K -4,616 -0.9%
SWP
17
Stratos Wealth Partners
Ohio
$29.7M +$340K +5,475 +1%
Osaic Holdings
18
Osaic Holdings
Arizona
$24.9M +$668K +10,769 +3%
Wells Fargo
19
Wells Fargo
California
$24.9M +$209K +3,366 +0.9%
JP Morgan Chase
20
JP Morgan Chase
New York
$24.3M -$1.82M -29,279 -7%
IWP
21
IAG Wealth Partners
Wisconsin
$24.1M +$361K +5,824 +2%
RJA
22
Raymond James & Associates
Florida
$20.7M -$482K -7,763 -2%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$20.3M +$52.4K +844 +0.3%
PAG
24
Private Advisor Group
New Jersey
$19.5M +$203K +3,276 +1%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$19.2M +$2.8M +45,144 +18%