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WisdomTree US LargeCap Dividend Fund

191 hedge funds and large institutions have $1.11B invested in WisdomTree US LargeCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+20
Holders Change %
+11.7%
% of All Funds
4.34%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
34
Increased
46
Reduced
55
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
126
Carnegie Investment Counsel
Ohio
$291K +$34.8K +768 +14%
SI
127
SII Investments
Wisconsin
$284K -$18.1K -394 -6%
LIA
128
LS Investment Advisors
Michigan
$267K
MFT
129
Moisand Fitzgerald Tamayo
Florida
$261K
RC
130
RegentAtlantic Capital
New Jersey
$260K -$17.8K -386 -6%
RJT
131
Raymond James Trust
Florida
$247K -$9.69K -210 -4%
WDL
132
Well Done LLC
Michigan
$247K -$3.13K -68 -1%
ST
133
Spinnaker Trust
Maine
$242K -$5.51K -120 -2%
SC
134
SouthState Corp
Florida
$230K
SCM
135
SOL Capital Management
Maryland
$230K
SMFS
136
Squar Milner Financial Services
California
$227K +$227K +4,696 New
HS
137
Huntington Steele
Pennsylvania
$212K +$212K +4,600 New
SFG
138
StrategIQ Financial Group
Indiana
$203K +$203K +4,400 New
RI
139
Ridgewood Investments
New Jersey
$201K +$201K +4,362 New
NL
140
NVWM LLC
Pennsylvania
$166K +$166K +3,600 New
OC
141
Oakworth Capital
Alabama
$163K
Manulife (Manufacturers Life Insurance)
142
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$144K -$24.8K -540 -15%
PWM
143
Perigon Wealth Management
California
$140K
MA
144
MCF Advisors
Kentucky
$138K
GEA
145
Glen Eagle Advisors
New Jersey
$120K
WAM
146
Watermark Asset Management
California
$109K
JPMorgan Chase & Co
147
JPMorgan Chase & Co
New York
$102K +$29.9K +650 +41%
HI
148
Hudock Inc
Pennsylvania
$98K
JFA
149
JNBA Financial Advisors
Minnesota
$93K
CFA
150
Carroll Financial Associates
North Carolina
$92K