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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

228 hedge funds and large institutions have $1.1B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-10
Holders Change %
-4.2%
% of All Funds
5.04%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
26
Increased
70
Reduced
65
Closed
32
Calls
$396K
Puts
$355K
Net Calls
+$41K
Net Calls Change
+$41K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$38.3M
2
Morgan Stanley
Morgan Stanley
New York
+$30.2M
3
Creative Planning
Creative Planning
Kansas
+$15.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$11.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$10.7M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$47.4M
2
RJA
Raymond James & Associates
Florida
-$15M
3
LPL Financial
LPL Financial
California
-$10.1M
4
GW
GW & Wade
Massachusetts
-$6.43M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
226
Capital Investment Advisory Services
North Carolina
$2K +$2K +60 New
WQ
227
Wealth Quarterback
New Jersey
$1.7K – – –
JWCA
228
J.W. Cole Advisors
Florida
– -$5.76M -108,704 Closed
Susquehanna International Group
229
Susquehanna International Group
Pennsylvania
– -$2.68M -50,628 Closed
FAAS
230
First Allied Advisory Services
California
– -$2.24M -42,252 Closed
NWS
231
Newport Wealth Strategies
California
– -$921K -17,458 Closed
AWM
232
AE Wealth Management
Kansas
– -$747K -14,098 Closed
SS
233
Simplicity Solutions
Minnesota
– -$692K -13,058 Closed
HIC
234
Holderness Investments Company
North Carolina
– -$655K -12,362 Closed
Renaissance Technologies
235
Renaissance Technologies
New York
– -$551K -10,400 Closed
OC
236
Oppenheimer & Co
New York
– -$547K -10,326 Closed
DC
237
Davenport & Co
Virginia
– -$359K -6,784 Closed
CCM
238
Carlson Capital Management
Minnesota
– -$275K -5,200 Closed
SEI Investments
239
SEI Investments
Pennsylvania
– -$244K -4,600 Closed
WSFS
240
Wilmington Savings Fund Society
Delaware
– -$238K -4,500 Closed
RI
241
Ridgewood Investments
New Jersey
– -$231K -4,362 Closed
KIA
242
KCM Investment Advisors
California
– -$212K -4,000 Closed
RJT
243
Raymond James Trust
Florida
– -$203K -3,836 Closed
GFS
244
GYL Financial Synergies
Connecticut
– -$201K -3,794 Closed
BCI
245
Brinker Capital Investments
Pennsylvania
– -$190K -3,596 Closed
IFWM
246
Institute for Wealth Management
Colorado
– -$171K -3,230 Closed
KBFS
247
Kohmann Bosshard Financial Services
Ohio
– -$108K -2,040 Closed
CB
248
Community Bank
New York
– -$88K -1,670 Closed
MPCG
249
Matrix Private Capital Group
New York
– -$52K -978 Closed
TF
250
TimeScale Financial
Massachusetts
– -$47K -904 Closed
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