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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 %
FMTCOCP
176
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$69K
BFEC
177
Benjamin F. Edwards & Company
Missouri
$65K -$12.5K -308 -16%
ST
178
Smithfield Trust
Pennsylvania
$65K
JFA
179
JNBA Financial Advisors
Minnesota
$63K
FHA
180
Flagship Harbor Advisors
Massachusetts
$63K +$4.43K +110 +8%
CAC
181
Certified Advisory Corp
Florida
$58K +$324 +8 +0.6%
CFO
182
CVA Family Office
Colorado
$58K +$58K +1,426 New
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$56K
S
184
SignatureFD
Georgia
$55K +$7.74K +192 +16%
HI
185
Hudock Inc
Pennsylvania
$52K -$18.2K -458 -26%
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.6K
FANJ
187
Financial Architects (New Jersey)
New Jersey
$45K
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$44K -$13.1K -320 -23%
CFB
189
Cullen/Frost Bankers
Texas
$40K
VNA
190
Valley National Advisers
Pennsylvania
$40K
KPW
191
Kore Private Wealth
New York
$40K
SCA
192
Stonebridge Capital Advisors
Minnesota
$31K
TL
193
TrueWealth LLC
Georgia
$31K
SFS
194
Sowell Financial Services
Arkansas
$29K
FHA
195
First Horizon Advisors
Tennessee
$27K -$7.25K -180 -21%
CFD
196
Creative Financial Designs
Indiana
$22K
TFGT
197
TS Financial Group (TSFG)
Illinois
$21K
NFG
198
Next Financial Group
Texas
$21K +$21K +518 New
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$20K
CAL
200
Capital Analysts LLC
Pennsylvania
$20K