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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 %
MAM
201
Marquette Asset Management
Minnesota
$19K
WAP
202
Wealthcare Advisory Partners
Pennsylvania
$19K +$82 +2 +0.4%
ASN
203
Advisory Services Network
Georgia
$18K -$11.7K -286 -39%
SIM
204
Sonora Investment Management
Arizona
$17K
LWM
205
Liberty Wealth Management
California
$17K
TRCT
206
Tower Research Capital (TRC)
New York
$16K -$207K -5,182 -93%
CAL
207
Capital Advisors Ltd
Ohio
$13K
BW
208
Bison Wealth
Georgia
$12K
WWM
209
Willingdon Wealth Management
North Carolina
$12K
MSFP
210
Mark Sheptoff Financial Planning
Connecticut
$12K
QCG
211
Quadrant Capital Group
Ohio
$11K
OPS
212
Orion Portfolio Solutions
Nebraska
$11K +$1.44K +34 +15%
AWMS
213
Advocacy Wealth Management Services
Georgia
$10K -$13.4K -330 -57%
FPB
214
First PREMIER Bank
South Dakota
$8K
WEC
215
Winslow Evans & Crocker
Massachusetts
$8K
GSWM
216
Golden State Wealth Management
California
$8K +$8K +186 New
MWM
217
MBE Wealth Management
Wisconsin
$8K +$8K +198 New
ADL
218
Asset Dedication LLC
California
$6K
FGAM
219
Financial Gravity Asset Management
Texas
$4.25K +$4.25K +104 New
GI
220
Gradient Investments
Minnesota
$4K
SIS
221
Sound Income Strategies
Florida
$4K
CBT
222
Capital Bank & Trust
California
$4K +$4K +110 New
EIP
223
Ellis Investment Partners
Pennsylvania
$4K +$4K +112 New
RTC
224
Riverview Trust Company
Washington
$2K
SFG
225
Sowa Financial Group
Rhode Island
$2K