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WisdomTree US LargeCap Dividend Fund

200 hedge funds and large institutions have $1.17B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-10
Holders Change %
-4.76%
% of All Funds
4.35%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
7
Increased
59
Reduced
67
Closed
13
Calls
$291K
Puts
Net Calls
+$291K
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Shares
Change %
CG
101
Caprock Group
Idaho
$509K +$1.07K +22 +0.2%
PAG
102
Private Advisor Group
New Jersey
$504K +$43.9K +906 +10%
CL
103
Choreo LLC
Illinois
$503K
VC
104
Vicus Capital
Pennsylvania
$502K -$976K -20,138 -66%
FNBT
105
FineMark National Bank & Trust
Florida
$458K +$458K +9,450 New
RWP
106
RWA Wealth Partners
Massachusetts
$447K
DW
107
Domani Wealth
Pennsylvania
$439K
KLI
108
Kelman-Lazarov Inc
Tennessee
$431K -$68.7K -1,418 -14%
SAM
109
SignalPoint Asset Management
Missouri
$424K -$221K -4,564 -34%
AT
110
Arden Trust
Delaware
$412K -$1.65K -34 -0.4%
ST
111
Spinnaker Trust
Maine
$393K
CC
112
Courier Capital
New York
$391K
FCI
113
Financial Counselors Inc
Kansas
$387K
CT
114
Cambridge Trust
Massachusetts
$383K
WSFS
115
Wilmington Savings Fund Society
Delaware
$381K -$24.2K -500 -6%
BSW
116
Buckingham Strategic Wealth
Missouri
$366K -$38.8K -800 -10%
EWA
117
Exencial Wealth Advisors
Oklahoma
$365K -$36.5K -752 -9%
GWM
118
Geneos Wealth Management
Colorado
$356K +$872 +18 +0.2%
BC
119
Bartlett & Co
Ohio
$343K
BCWM
120
Bartlett & Co Wealth Management
Ohio
$343K
BJL
121
Brighton Jones LLC
Washington
$338K +$1.94K +40 +0.6%
EWA
122
EP Wealth Advisors
California
$332K -$259K -5,356 -44%
Renaissance Technologies
123
Renaissance Technologies
New York
$329K +$329K +6,800 New
WTC
124
WhitTier Trust Company
Nevada
$319K
CRC
125
Curi RMB Capital
Illinois
$314K -$175K -3,616 -36%