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WisdomTree US LargeCap Dividend Fund

161 hedge funds and large institutions have $998M invested in WisdomTree US LargeCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 67 reducing their positions, and 9 closing their positions.

Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
19
Increased
33
Reduced
67
Closed
9
Calls
$307K
Puts
$589K
Net Calls
-$282K
Net Calls Change
-$250K
Name Market Value Shares Shares
Change
Shares
Change %
EWA
101
EP Wealth Advisors
California
$284K 3,430 +3,430 New
MFP
102
Mosaic Financial Partners
California
$282K 3,395
BSW
103
Buckingham Strategic Wealth
Missouri
$280K 3,377 -470 -12%
Truist Financial
104
Truist Financial
North Carolina
$274K 3,300
WTC
105
WhitTier Trust Company
Nevada
$273K 3,290
SI
106
SII Investments
Wisconsin
$266K 3,196 +338 +12%
ICOA
107
Investment Centers of America
North Dakota
$262K 3,149 +47 +2%
OC
108
Oppenheimer & Co
New York
$244K 2,946
LIA
109
LS Investment Advisors
Michigan
$240K 2,900
MFT
110
Moisand Fitzgerald Tamayo
Florida
$235K 2,832
WDL
111
Well Done LLC
Michigan
$233K 2,804
RJT
112
Raymond James Trust
Florida
$230K 2,774 -268 -9%
ST
113
Spinnaker Trust
Maine
$223K 2,695 -72 -3%
SC
114
SouthState Corp
Florida
$207K 2,500 +2,500 New
SCM
115
SOL Capital Management
Maryland
$207K 2,500 +2,500 New
CC
116
Callan Capital
California
$205K 2,468 +2,468 New
SB
117
Suntrust Banks
Georgia
$201K 2,413 +2,413 New
TRCT
118
Tower Research Capital (TRC)
New York
$168K 2,030 +2,030 New
OC
119
Oakworth Capital
Alabama
$148K 1,786 -1 -0.1%
KBFS
120
Kohmann Bosshard Financial Services
Ohio
$142K 1,710 +1,710 New
AIP
121
Almanack Investment Partners
Pennsylvania
$141K 1,703 +1,703 New
PWM
122
Perigon Wealth Management
California
$126K 1,518
MA
123
MCF Advisors
Kentucky
$124K 1,500
SG Americas Securities
124
SG Americas Securities
New York
$124K 1,493
SPIA
125
Steward Partners Investment Advisory
New York
$122K 1,472 +1,472 New