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WisdomTree US LargeCap Dividend Fund

98 hedge funds and large institutions have $1.15B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 7 closing their positions.

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.83%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
10
Increased
31
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$359M 5,300,490 +227,022 +4%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$174M 2,566,212 +35,828 +1%
BTS
3
BB&T Securities
Virginia
$136M 201,476 -51,860 -20%
Morgan Stanley
4
Morgan Stanley
New York
$72.5M 1,072,116 +41,487 +4%
U
5
UBS
Switzerland
$47M 695,015 +27,442 +4%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$41.5M 613,179 +14,957 +3%
Wells Fargo
7
Wells Fargo
California
$38M 561,316 +5,098 +0.9%
GW
8
GW & Wade
Massachusetts
$29.1M 429,931 +6,446 +2%
LYV
9
Live Your Vision
Pennsylvania
$28.8M 425,034 -117,624 -22%
Bank of America
10
Bank of America
North Carolina
$21.7M 320,163 -22,712 -7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$19.4M 286,076 +42,073 +17%
Goldman Sachs
12
Goldman Sachs
New York
$17.3M 255,260 +215,317 +539%
WBG
13
Wharton Business Group
Pennsylvania
$10M 148,125 -66,500 -31%
UCFA
14
United Capital Financial Advisors
Texas
$9.56M 141,263 +141,263 New
RJA
15
Raymond James & Associates
Florida
$9.45M 139,681 +1,246 +0.9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.21M 136,154 -19,906 -13%
SP
17
Sarasin & Partners
United Kingdom
$7.52M 111,210 +325 +0.3%
LPL Financial
18
LPL Financial
California
$6.2M 91,678 -7,383 -7%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$5.69M 84,091 -1,517 -2%
PI
20
Placemark Investments
Illinois
$5.68M 83,935 +7,205 +9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5.5M 81,253 +1,931 +2%
FAAM
22
First Allied Asset Management
California
$4.83M 71,493 +71,493 New
PWAP
23
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.78M 70,719 -8,050 -10%
SFI
24
SPC Financial Inc
Maryland
$4.76M 70,400 -75 -0.1%
Creative Planning
25
Creative Planning
Kansas
$4.69M 69,360 +3,387 +5%