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WisdomTree US LargeCap Dividend Fund

238 hedge funds and large institutions have $1.38B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+27
Holders Change %
+12.8%
% of All Funds
4.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
41
Increased
77
Reduced
47
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
201
Parkside Financial Bank & Trust
Missouri
$39K
SFS
202
Sowell Financial Services
Arkansas
$38K -$338K -6,466 -90%
ASN
203
Advisory Services Network
Georgia
$38K +$32.2K +616 +560%
GRP
204
Global Retirement Partners
California
$35K
AWMS
205
Advocacy Wealth Management Services
Georgia
$31K -$1.94K -36 -6%
CFD
206
Creative Financial Designs
Indiana
$28K
TFGT
207
TS Financial Group (TSFG)
Illinois
$28K +$423 +8 +2%
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$26K
CAL
209
Capital Analysts LLC
Pennsylvania
$26K
MAM
210
Marquette Asset Management
Minnesota
$25K
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$25K +$216 +4 +0.9%
CA
212
CXI Advisors
Indiana
$24K +$24K +448 New
SIM
213
Sonora Investment Management
Arizona
$23K
LWM
214
Liberty Wealth Management
California
$22K
CAL
215
Capital Advisors Ltd
Ohio
$17K
MSFP
216
Mark Sheptoff Financial Planning
Connecticut
$16K
SF
217
Synovus Financial
Georgia
$16K +$4.8K +90 +43%
BW
218
Bison Wealth
Georgia
$16K +$16K +294 New
WWM
219
Willingdon Wealth Management
North Carolina
$15K
TCWM
220
Total Clarity Wealth Management
Illinois
$15K +$15K +286 New
ACA
221
Aptus Capital Advisors
Alabama
$15K +$15K +300 New
QCG
222
Quadrant Capital Group
Ohio
$14K
OPS
223
Orion Portfolio Solutions
Nebraska
$12K +$12K +226 New
FPB
224
First PREMIER Bank
South Dakota
$11K
RIA
225
Realta Investment Advisors
Delaware
$11K