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WisdomTree US LargeCap Dividend Fund

193 hedge funds and large institutions have $1.05B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
4.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
47
Reduced
66
Closed
15
Calls
$389K
Puts
$753K
Net Calls
-$364K
Net Calls Change
-$364K
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
126
LS Investment Advisors
Michigan
$257K
Renaissance Technologies
127
Renaissance Technologies
New York
$257K +$257K +5,800 New
MFT
128
Moisand Fitzgerald Tamayo
Florida
$251K
RC
129
RegentAtlantic Capital
New Jersey
$248K -$2.04K -46 -0.8%
SMFS
130
Squar Milner Financial Services
California
$240K +$32.1K +726 +15%
WDL
131
Well Done LLC
Michigan
$237K
CA
132
Cetera Advisors
Colorado
$235K +$235K +5,276 New
VC
133
Vicus Capital
Pennsylvania
$231K +$231K +5,214 New
ST
134
Spinnaker Trust
Maine
$230K -$2.29K -52 -1%
SC
135
SouthState Corp
Florida
$221K
HS
136
Huntington Steele
Pennsylvania
$204K
OC
137
Oakworth Capital
Alabama
$158K
NL
138
NVWM LLC
Pennsylvania
$156K
Manulife (Manufacturers Life Insurance)
139
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$147K +$8.66K +196 +6%
PWM
140
Perigon Wealth Management
California
$134K
MA
141
MCF Advisors
Kentucky
$133K
GEA
142
Glen Eagle Advisors
New Jersey
$115K
JPMorgan Chase & Co
143
JPMorgan Chase & Co
New York
$111K +$12.7K +286 +13%
WAM
144
Watermark Asset Management
California
$95K -$8.8K -200 -8%
JFA
145
JNBA Financial Advisors
Minnesota
$89K
MOS
146
MGO One Seven
Ohio
$88K -$88 -2 -0.1%
CFA
147
Carroll Financial Associates
North Carolina
$88K
IA
148
IFP Advisors
Florida
$88K
FMTCOCP
149
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$86.3K
HI
150
Hudock Inc
Pennsylvania
$79K -$14.7K -334 -16%