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WisdomTree US LargeCap Dividend Fund

238 hedge funds and large institutions have $1.38B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+27
Holders Change %
+12.8%
% of All Funds
4.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
41
Increased
77
Reduced
47
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
126
Ackerman Capital Advisors
Texas
$406K
AT
127
Arden Trust
Delaware
$403K
CA
128
Cetera Advisors
Colorado
$402K +$402K +7,542 New
EWA
129
Exencial Wealth Advisors
Oklahoma
$399K
EW
130
Element Wealth
Mississippi
$397K +$397K +7,504 New
BAM
131
Belpointe Asset Management
Nevada
$391K +$391K +7,378 New
GWM
132
Geneos Wealth Management
Colorado
$390K +$529 +10 +0.1%
BSW
133
Buckingham Strategic Wealth
Missouri
$374K
FNBT
134
FineMark National Bank & Trust
Florida
$362K
DC
135
Davenport & Co
Virginia
$359K +$359K +6,784 New
WTC
136
WhitTier Trust Company
Nevada
$349K
DW
137
Domani Wealth
Pennsylvania
$347K
WCWM
138
Willow Creek Wealth Management
California
$340K
PW
139
Peninsula Wealth
California
$338K -$18.5K -348 -5%
PO
140
Private Ocean
California
$329K
MWM
141
Madison Wealth Management
Ohio
$325K +$325K +6,130 New
BJL
142
Brighton Jones LLC
Washington
$320K -$51.3K -968 -14%
PPA
143
Parametric Portfolio Associates
Washington
$312K +$312K +5,884 New
VA
144
Valmark Advisers
Ohio
$310K +$29.1K +550 +10%
LIA
145
LS Investment Advisors
Michigan
$307K
MFT
146
Moisand Fitzgerald Tamayo
Florida
$300K
TRCT
147
Tower Research Capital (TRC)
New York
$295K -$74.8K -1,416 -20%
BCWM
148
Bartlett & Co Wealth Management
Ohio
$290K -$35K -660 -11%
CG
149
Colony Group
Massachusetts
$286K
CG
150
Cutler Group
California
$285K +$285K +5,398 New