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WisdomTree US LargeCap Dividend Fund

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
GLLW
26
Graves Light Lenhart Wealth
Virginia
$9.46M 116,821 +1,073 +0.9%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$7.94M 98,145 -76,684 -44%
CCA
28
Clearwater Capital Advisors
Illinois
$6.85M 84,680 -20,861 -20%
TFA
29
Tobias Financial Advisors
Florida
$6.79M 83,941 +2,483 +3%
SC
30
Stratford Consulting
Texas
$6.26M 77,283 +77,283 New
AAS
31
Avantax Advisory Services
Texas
$6.1M 75,420 +6,712 +10%
MFP
32
Meridian Financial Partners
Virginia
$5.87M 65,371 +194 +0.3%
Osaic Holdings
33
Osaic Holdings
Arizona
$5.77M 187,442 +187,442 New
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$5.5M 67,998 -4,961 -7%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$5.48M 67,648 +1,507 +2%
IWP
36
IAG Wealth Partners
Wisconsin
$5.24M 64,774 +53,642 +482%
TCPWM
37
Traverso Chambers Private Wealth Management
California
$5.23M 64,609 +3,937 +6%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$5.11M 63,077 -20,647 -25%
AssetMark Inc
39
AssetMark Inc
California
$5.07M 62,607 +62,607 New
Baird Financial Group
40
Baird Financial Group
Wisconsin
$4.96M 61,315 -8,014 -12%
SP
41
Sarasin & Partners
United Kingdom
$4.78M 59,032 -2,905 -5%
LSPW
42
Lake Street Private Wealth
Illinois
$4.33M 53,509 +7,238 +16%
BA
43
Bristlecone Advisors
Washington
$4.16M 51,371 +4,693 +10%
DADC
44
D.A. Davidson & Co
Montana
$3.96M 48,897 -480 -1%
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$3.81M 47,040 +9,105 +24%
CAN
46
Cetera Advisor Networks
California
$3.7M 45,685 +4,494 +11%
PP
47
PagnatoKarp Partners
Virginia
$3.63M 44,862 -15,043 -25%
CWM
48
Circle Wealth Management
New Jersey
$3.37M 41,679 +350 +0.8%
Truist Financial
49
Truist Financial
North Carolina
$3.18M 39,315 -65,139 -62%
LW
50
Linscomb Wealth
Texas
$3.13M 38,613 -239 -0.6%