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WisdomTree US LargeCap Dividend Fund

168 hedge funds and large institutions have $1,000M invested in WisdomTree US LargeCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+7
Holders Change %
+4.35%
% of All Funds
4.19%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
14
Increased
47
Reduced
57
Closed
6
Calls
$1.51M
Puts
$614K
Net Calls
+$899K
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
126
Tower Research Capital (TRC)
New York
$139K -$31.7K -754 -19%
PWM
127
Perigon Wealth Management
California
$128K
SG Americas Securities
128
SG Americas Securities
New York
$126K
MA
129
MCF Advisors
Kentucky
$126K
SEI Investments
130
SEI Investments
Pennsylvania
$110K +$110K +2,612 New
GEA
131
Glen Eagle Advisors
New Jersey
$109K
SPIA
132
Steward Partners Investment Advisory
New York
$103K -$19.8K -474 -16%
WAM
133
Watermark Asset Management
California
$99K -$23.1K -550 -19%
WA
134
WFG Advisors
Texas
$97K
JFA
135
JNBA Financial Advisors
Minnesota
$94K
IA
136
IFP Advisors
Florida
$93K -$16.8K -400 -15%
JPMorgan Chase & Co
137
JPMorgan Chase & Co
New York
$93K +$2.68K +64 +3%
HI
138
Hudock Inc
Pennsylvania
$89K
CFA
139
Carroll Financial Associates
North Carolina
$84K
FMTCOCP
140
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$82K
PA
141
Parallel Advisors
California
$66K
FANJ
142
Financial Architects (New Jersey)
New Jersey
$66K +$19.5K +464 +42%
BFEC
143
Benjamin F. Edwards & Company
Missouri
$55K
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$42K
BBPWM
145
Blue Bell Private Wealth Management
Pennsylvania
$42K
SNT
146
Security National Trust
West Virginia
$34K
WEC
147
Winslow Evans & Crocker
Massachusetts
$31.5K +$25.1K +598 +393%
PFBT
148
Parkside Financial Bank & Trust
Missouri
$31K
SSB
149
Sandy Spring Bank
Maryland
$26K
AWMS
150
Advocacy Wealth Management Services
Georgia
$26K