DLN icon

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 %
BCI
151
Brinker Capital Investments
Pennsylvania
$77K -$9.44K -214 -11%
CB
152
Community Bank
New York
$74K
ST
153
Smithfield Trust
Pennsylvania
$71K +$71K +1,600 New
RCAG
154
Rehmann Capital Advisory Group
Michigan
$71K +$71K +1,600 New
PA
155
Parallel Advisors
California
$68K
FANJ
156
Financial Architects (New Jersey)
New Jersey
$59K -$9.83K -224 -14%
CAC
157
Certified Advisory Corp
Florida
$58K -$8.26K -188 -12%
BFEC
158
Benjamin F. Edwards & Company
Missouri
$58K +$89 +2 +0.2%
WF
159
WealthTrust Fairport
Ohio
$55K +$55K +1,240 New
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$44K
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$39K +$177 +4 +0.5%
AWA
162
Acorn Wealth Advisors
Michigan
$37K
SNT
163
Security National Trust
West Virginia
$35K
SEI Investments
164
SEI Investments
Pennsylvania
$35K +$35K +800 New
TL
165
TrueWealth LLC
Georgia
$34K
PFBT
166
Parkside Financial Bank & Trust
Missouri
$33K
TWA
167
TCI Wealth Advisors
Arizona
$33K
GRP
168
Global Retirement Partners
California
$30K
SSB
169
Sandy Spring Bank
Maryland
$27K
AWMS
170
Advocacy Wealth Management Services
Georgia
$27K
CFD
171
Creative Financial Designs
Indiana
$24K
MWM
172
MinichMacGregor Wealth Management
New York
$24K
1IA
173
1834 Investment Advisors
Wisconsin
$18K
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$17K
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$17K