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WisdomTree US LargeCap Dividend Fund

220 hedge funds and large institutions have $1.25B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-8
Holders Change %
-3.51%
% of All Funds
4.52%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
25
Increased
60
Reduced
70
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
W
151
Wealthquest
Ohio
$246K +$246K +5,300 New
RC
152
RegentAtlantic Capital
New Jersey
$245K
MOS
153
MGO One Seven
Ohio
$240K -$23.2K -500 -9%
SC
154
SouthState Corp
Florida
$232K
Bank of New York Mellon
155
Bank of New York Mellon
New York
$230K -$10.8M -231,312 -98%
RJT
156
Raymond James Trust
Florida
$219K +$219K +4,710 New
NB
157
Nicolet Bankshares
Wisconsin
$213K +$213K +4,584 New
VAS
158
Vestmark Advisory Solutions
Massachusetts
$207K -$140K -3,020 -40%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$204K -$33.3K -718 -14%
SSWG
160
Seven Springs Wealth Group
Tennessee
$167K
MA
161
MCF Advisors
Kentucky
$139K
AWA
162
Arkadios Wealth Advisors
Georgia
$130K +$949 +20 +0.7%
NL
163
NVWM LLC
Pennsylvania
$129K -$36.1K -776 -22%
BC
164
Bartlett & Co
Ohio
$129K -$21.1K -454 -14%
BCWM
165
Bartlett & Co Wealth Management
Ohio
$129K -$21.1K -454 -14%
WCG
166
Weaver Consulting Group
California
$123K -$39.7K -856 -24%
AA
167
Ancora Advisors
Ohio
$115K
CFA
168
Carroll Financial Associates
North Carolina
$92K
Franklin Resources
169
Franklin Resources
California
$89K +$89K +1,836 New
IA
170
IFP Advisors
Florida
$88K
OC
171
Oakworth Capital
Alabama
$83K
GEA
172
Glen Eagle Advisors
New Jersey
$81.7K -$11.1K -240 -12%
FMTCOCP
173
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$79K
BFEC
174
Benjamin F. Edwards & Company
Missouri
$74K -$372 -8 -0.5%
ST
175
Smithfield Trust
Pennsylvania
$74K