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WisdomTree US LargeCap Dividend Fund

191 hedge funds and large institutions have $1.06B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
Holders Change %
0%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
12
Increased
46
Reduced
62
Closed
11
Calls
$229K
Puts
Net Calls
+$229K
Net Calls Change
+$751K
Name Holding Trade Value Shares
Change
Shares
Change %
MSFP
176
Mark Sheptoff Financial Planning
Connecticut
$14K
GI
177
Gradient Investments
Minnesota
$12K
SF
178
Synovus Financial
Georgia
$10K
PA
179
Perennial Advisors
New York
$10K +$3.18K +70 +47%
FPB
180
First PREMIER Bank
South Dakota
$10K +$10K +202 New
AF
181
Advisornet Financial
Minnesota
$9K +$9K +182 New
WEC
182
Winslow Evans & Crocker
Massachusetts
$8K
ADL
183
Asset Dedication LLC
California
$7K
SIS
184
Sound Income Strategies
Florida
$5K
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$5K
Barclays
186
Barclays
United Kingdom
$3K
AIP
187
Ameritas Investment Partners
Nebraska
$3K
ME
188
McIlrath & Eck
Washington
$3K
BWM
189
Baystate Wealth Management
Massachusetts
$1K
Fidelity Investments
190
Fidelity Investments
Massachusetts
$1K +$1K +22 New
DDPOM
191
Delta Dental Plan of Michigan
Michigan
-$18.4M -409,310 Closed
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
-$2.04M -45,440 Closed
LNC
193
Lincoln National Corp
Pennsylvania
-$617K -13,754 Closed
SAM
194
SignalPoint Asset Management
Missouri
-$558K -12,452 Closed
TCM
195
Tufton Capital Management
Maryland
-$423K -9,440 Closed
JFA
196
JNBA Financial Advisors
Minnesota
-$90K -2,010 Closed
WF
197
WealthTrust Fairport
Ohio
-$56K -1,240 Closed
AWA
198
Acorn Wealth Advisors
Michigan
-$38K -836 Closed
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
-$17K -382 Closed
SEI Investments
200
SEI Investments
Pennsylvania
-$6K -130 Closed