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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
PLFAM
101
Pineno Levin & Ford Asset Management
Virginia
$525K +$50.6K +1,250 +11%
APA
102
American Portfolios Advisors
New York
$515K +$44.3K +1,094 +9%
PAG
103
Private Advisor Group
New Jersey
$493K +$139K +3,434 +39%
KFP
104
KMG Fiduciary Partners
Ohio
$477K +$477K +11,792 New
Citigroup
105
Citigroup
New York
$470K -$485K -11,988 -51%
OCM
106
One Capital Management
California
$470K -$31.1K -770 -6%
VC
107
Vicus Capital
Pennsylvania
$469K +$11.8K +292 +3%
AFP
108
Ausdal Financial Partners
Iowa
$468K -$264K -6,002 -36%
WS
109
Wedbush Securities
California
$459K -$58.5K -1,446 -11%
MIAS
110
Mason Investment Advisory Services
Virginia
$440K -$167K -4,118 -27%
CG
111
Caprock Group
Idaho
$427K +$809 +20 +0.2%
CL
112
Choreo LLC
Illinois
$420K
SAM
113
SignalPoint Asset Management
Missouri
$381K +$39.1K +966 +11%
RWP
114
RWA Wealth Partners
Massachusetts
$373K -$9.79K -242 -3%
HSA
115
HBK Sorce Advisory
Pennsylvania
$361K -$19.9K -492 -5%
SKK
116
Shepherd Kaplan Krochuk
Massachusetts
$356K -$30.8K -760 -8%
EWA
117
Exencial Wealth Advisors
Oklahoma
$354K +$49.5K +1,224 +16%
CWM
118
Cornerstone Wealth Management
Missouri
$346K +$346K +8,550 New
ST
119
Spinnaker Trust
Maine
$325K
FCI
120
Financial Counselors Inc
Kansas
$320K -$3.64K -90 -1%
CT
121
Cambridge Trust
Massachusetts
$320K
ACA
122
Ackerman Capital Advisors
Texas
$310K
PA
123
PSI Advisors
Florida
$306K -$337K -8,342 -52%
VAS
124
Vestmark Advisory Solutions
Massachusetts
$303K +$303K +7,478 New
BAM
125
Belpointe Asset Management
Nevada
$299K