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WisdomTree US LargeCap Dividend Fund

220 hedge funds and large institutions have $1.25B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-8
Holders Change %
-3.51%
% of All Funds
4.52%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
25
Increased
60
Reduced
70
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
76
Cerity Partners
New York
$1.32M -$4.74K -102 -0.4%
VFA
77
Voya Financial Advisors
Connecticut
$1.29M +$1.29M +28,144 New
Citigroup
78
Citigroup
New York
$1.21M +$668K +14,380 +124%
KA
79
Kovack Advisors
Florida
$1.18M -$710K -15,288 -38%
VFA
80
Valeo Financial Advisors
Indiana
$1.18M
KeyBank National Association
81
KeyBank National Association
Ohio
$1.17M
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$1.06M +$137K +2,956 +15%
Brown Advisory
83
Brown Advisory
Maryland
$1.04M -$371K -7,990 -26%
GAG
84
GM Advisory Group
New York
$1.01M +$16.5K +356 +2%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$988K -$58.3K -1,256 -6%
WCM
86
WealthBridge Capital Management
Ohio
$942K -$5.11K -110 -0.5%
NCM
87
Noesis Capital Mangement
Florida
$940K
SCA
88
STALEY CAPITAL ADVISERS
Pennsylvania
$918K -$105K -2,260 -10%
BFG
89
Beacon Financial Group
Texas
$882K +$882K +19,260 New
PTP
90
Platform Technology Partners
New York
$840K +$23.1K +498 +3%
CG
91
Colony Group
Massachusetts
$838K +$605K +13,024 +260%
PAG
92
Private Advisor Group
New Jersey
$828K +$262K +5,650 +46%
ECM
93
Evergreen Capital Management
Washington
$826K +$826K +17,786 New
PA
94
Parallel Advisors
California
$735K +$78.5K +1,692 +12%
US Bancorp
95
US Bancorp
Minnesota
$708K
MML Investors Services
96
MML Investors Services
Massachusetts
$688K +$43.6K +938 +7%
AR
97
Advisory Research
Illinois
$654K
RMCM
98
Reynders McVeigh Capital Management
Massachusetts
$650K
VC
99
Vicus Capital
Pennsylvania
$648K +$110K +2,374 +20%
SIA
100
Starfire Investment Advisers
Michigan
$643K