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WisdomTree US LargeCap Dividend Fund

204 hedge funds and large institutions have $1.07B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+13
Holders Change %
+6.81%
% of All Funds
4.55%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
30
Increased
61
Reduced
51
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWMS
176
Advocacy Wealth Management Services
Georgia
$26K
CFD
177
Creative Financial Designs
Indiana
$22K
VNA
178
Valley National Advisers
Pennsylvania
$22K +$4.81K +112 +28%
AIA
179
Alera Investment Advisors
Illinois
$22K +$22K +520 New
CAL
180
Capital Analysts LLC
Pennsylvania
$21K +$21K +500 New
BWA
181
BDO Wealth Advisors
Florida
$17K +$173 +4 +1%
LWM
182
Liberty Wealth Management
California
$17K +$17K +410 New
WWM
183
Willingdon Wealth Management
North Carolina
$15K
ASN
184
Advisory Services Network
Georgia
$14K -$295K -7,000 -95%
KL
185
KWMG LLC
Kansas
$14K
CAL
186
Capital Advisors Ltd
Ohio
$14K
MSFP
187
Mark Sheptoff Financial Planning
Connecticut
$13K
Fidelity Investments
188
Fidelity Investments
Massachusetts
$13K +$12K +278 +1,264%
Chevy Chase Trust
189
Chevy Chase Trust
Maryland
$12K +$12K +292 New
SF
190
Synovus Financial
Georgia
$9K
PA
191
Perennial Advisors
New York
$9K
FPB
192
First PREMIER Bank
South Dakota
$9K
AF
193
Advisornet Financial
Minnesota
$8K
WEC
194
Winslow Evans & Crocker
Massachusetts
$8K
ADL
195
Asset Dedication LLC
California
$6K
GI
196
Gradient Investments
Minnesota
$4K -$7.39K -170 -65%
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$4K
SIS
198
Sound Income Strategies
Florida
$4K
Barclays
199
Barclays
United Kingdom
$3K
AIP
200
Ameritas Investment Partners
Nebraska
$3K