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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.

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 Market Value Shares Shares
Change
Shares
Change %
CC
151
Courier Capital
New York
$283K 2,656
W
152
Wealthquest
Ohio
$280K 2,650
RC
153
RegentAtlantic Capital
New Jersey
$279K 2,633
WWM
154
Western Wealth Management
Colorado
$276K 2,603
CCM
155
Carlson Capital Management
Minnesota
$275K 2,600
SC
156
SouthState Corp
Florida
$265K 2,500
AA
157
Ancora Advisors
Ohio
$253K 2,472 +2,472 New
SEI Investments
158
SEI Investments
Pennsylvania
$244K 2,300
WSFS
159
Wilmington Savings Fund Society
Delaware
$238K 2,250 +186 +9%
RI
160
Ridgewood Investments
New Jersey
$231K 2,181
KIA
161
KCM Investment Advisors
California
$212K 2,000 +2,000 New
RJT
162
Raymond James Trust
Florida
$203K 1,918 -187 -9%
GFS
163
GYL Financial Synergies
Connecticut
$201K 1,897 +1,897 New
SSWG
164
Seven Springs Wealth Group
Tennessee
$191K 1,800 +1,800 New
BCI
165
Brinker Capital Investments
Pennsylvania
$190K 1,798
NL
166
NVWM LLC
Pennsylvania
$188K 1,775
IFWM
167
Institute for Wealth Management
Colorado
$171K 1,615 +1,615 New
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$166K 1,564 +1,564 New
WCG
169
Weaver Consulting Group
California
$164K 1,659
MA
170
MCF Advisors
Kentucky
$159K 1,500
Fidelity Investments
171
Fidelity Investments
Massachusetts
$154K 1,455 +44 +3%
AWA
172
Arkadios Wealth Advisors
Georgia
$146K 1,347 +1,347 New
SMFS
173
Squar Milner Financial Services
California
$118K 1,120 +1,120 New
IA
174
IFP Advisors
Florida
$108K 1,014 -294 -22%
KBFS
175
Kohmann Bosshard Financial Services
Ohio
$108K 1,020