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WisdomTree US LargeCap Dividend Fund

211 hedge funds and large institutions have $1.23B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+11
Holders Change %
+5.5%
% of All Funds
4.63%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
58
Reduced
58
Closed
8
Calls
$347K
Puts
Net Calls
+$347K
Net Calls Change
+$56K
Name Holding Trade Value Shares
Change
Shares
Change %
OC
101
Oppenheimer & Co
New York
$521K +$264K +5,340 +103%
CL
102
Choreo LLC
Illinois
$515K
HSA
103
HBK Sorce Advisory
Pennsylvania
$471K -$86.7K -1,750 -16%
RWP
104
RWA Wealth Partners
Massachusetts
$469K +$12K +242 +3%
KLI
105
Kelman-Lazarov Inc
Tennessee
$437K -$2.87K -58 -0.7%
SAM
106
SignalPoint Asset Management
Missouri
$431K -$2.28K -46 -0.5%
PAG
107
Private Advisor Group
New Jersey
$405K -$111K -2,234 -21%
ST
108
Spinnaker Trust
Maine
$402K
AFP
109
Ausdal Financial Partners
Iowa
$398K +$398K +8,038 New
FCI
110
Financial Counselors Inc
Kansas
$396K
PA
111
Parallel Advisors
California
$395K +$376K +7,600 +2,032%
CT
112
Cambridge Trust
Massachusetts
$392K
AP
113
Advisors Preferred
Maryland
$392K +$392K +7,906 New
ACA
114
Ackerman Capital Advisors
Texas
$380K
AT
115
Arden Trust
Delaware
$377K -$44.6K -900 -11%
EWA
116
Exencial Wealth Advisors
Oklahoma
$373K
GWM
117
Geneos Wealth Management
Colorado
$362K +$394 +8 +0.1%
SFS
118
Sowell Financial Services
Arkansas
$356K +$356K +7,192 New
BSW
119
Buckingham Strategic Wealth
Missouri
$349K -$24.7K -500 -7%
TRCT
120
Tower Research Capital (TRC)
New York
$347K -$1.39M -28,024 -80%
BJL
121
Brighton Jones LLC
Washington
$347K +$1.68K +34 +0.5%
EWA
122
EP Wealth Advisors
California
$340K
FNBT
123
FineMark National Bank & Trust
Florida
$339K -$129K -2,610 -28%
PW
124
Peninsula Wealth
California
$333K +$333K +6,720 New
WTC
125
WhitTier Trust Company
Nevada
$326K