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WisdomTree US LargeCap Dividend Fund

228 hedge funds and large institutions have $1.1B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-10
Holders Change %
-4.2%
% of All Funds
5.04%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
26
Increased
70
Reduced
65
Closed
32
Calls
$396K
Puts
$355K
Net Calls
+$41K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Shares
Change %
HC
151
HNP Capital
New York
$226K +$226K +5,312 New
RC
152
RegentAtlantic Capital
New Jersey
$213K
Fidelity Investments
153
Fidelity Investments
Massachusetts
$207K +$89.3K +2,208 +76%
PA
154
PFG Advisors
Arizona
$207K +$207K +4,720 New
MFG
155
Merit Financial Group
Georgia
$207K +$207K +5,106 New
CG
156
Colony Group
Massachusetts
$203K -$15.2K -376 -7%
SC
157
SouthState Corp
Florida
$202K
SSWG
158
Seven Springs Wealth Group
Tennessee
$146K
GRP
159
Global Retirement Partners
California
$146K +$119K +2,940 +439%
NL
160
NVWM LLC
Pennsylvania
$144K
WCG
161
Weaver Consulting Group
California
$142K +$7.69K +190 +6%
TWA
162
TCI Wealth Advisors
Arizona
$134K +$134K +3,320 New
BC
163
Bartlett & Co
Ohio
$131K +$131K +3,228 New
BCWM
164
Bartlett & Co Wealth Management
Ohio
$131K -$91.1K -2,250 -41%
MA
165
MCF Advisors
Kentucky
$121K
AWA
166
Arkadios Wealth Advisors
Georgia
$110K +$648 +16 +0.6%
AA
167
Ancora Advisors
Ohio
$100K -$100K -2,472 -50%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$94K -$32.4K -802 -26%
SMFS
169
Squar Milner Financial Services
California
$90K
GEA
170
Glen Eagle Advisors
New Jersey
$80.9K
CG
171
Cutler Group
California
$80K -$136K -3,400 -63%
CFA
172
Carroll Financial Associates
North Carolina
$80K
IA
173
IFP Advisors
Florida
$79K -$4.01K -98 -5%
AIC
174
Ameritas Investment Company
Nebraska
$79K +$32.9K +808 +71%
OC
175
Oakworth Capital
Alabama
$72K