DLN icon

WisdomTree US LargeCap Dividend Fund

191 hedge funds and large institutions have $1.03B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
14
Increased
41
Reduced
68
Closed
11
Calls
Puts
$522K
Net Calls
-$522K
Net Calls Change
-$158K
Name Holding Trade Value Shares
Change
Shares
Change %
NSB
176
Norway Savings Bank
Maine
$14K
MSFP
177
Mark Sheptoff Financial Planning
Connecticut
$13K
GI
178
Gradient Investments
Minnesota
$12K
SF
179
Synovus Financial
Georgia
$9K
WEC
180
Winslow Evans & Crocker
Massachusetts
$8K
PA
181
Perennial Advisors
New York
$7K +$7K +150 New
SEI Investments
182
SEI Investments
Pennsylvania
$6K -$30.9K -670 -84%
ADL
183
Asset Dedication LLC
California
$6K
SIS
184
Sound Income Strategies
Florida
$5K
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$4K
ME
186
McIlrath & Eck
Washington
$3K
Barclays
187
Barclays
United Kingdom
$3K
AIP
188
Ameritas Investment Partners
Nebraska
$3K +$75 +2 +3%
BWM
189
Baystate Wealth Management
Massachusetts
$1K -$1K -2 -50%
DWM
190
Destination Wealth Management
California
$1K +$1K +32 New
VF
191
Virtu Financial
New York
-$6.51M -147,078 Closed
CAN
192
Cetera Advisor Networks
California
-$748K -16,898 Closed
ERIM
193
Eagle Ridge Investment Management
Connecticut
-$373K -8,436 Closed
CIC
194
Carnegie Investment Counsel
Ohio
-$287K -6,342 Closed
Manulife (Manufacturers Life Insurance)
195
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$147K -3,328 Closed
PWM
196
Perigon Wealth Management
California
-$134K -3,036 Closed
TWA
197
TCI Wealth Advisors
Arizona
-$33K -750 Closed
SSB
198
Sandy Spring Bank
Maryland
-$27K -620 Closed
CG
199
Cutler Group
California
-$17K -400 Closed
1IA
200
1834 Investment Advisors
Wisconsin
-$18K -396 Closed