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WisdomTree US LargeCap Dividend Fund

100 hedge funds and large institutions have $1.14B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 5 closing their positions.

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
6
Increased
35
Reduced
41
Closed
5
Calls
Puts
$484K
Net Calls
-$484K
Net Calls Change
-$272K
Name Market Value Shares Shares
Change
Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$259M 3,641,014 -314,860 -8%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$208M 2,928,944 +433,457 +17%
BTS
3
BB&T Securities
Virginia
$161M 225,662 +13,987 +7%
Morgan Stanley
4
Morgan Stanley
New York
$85.7M 1,203,869 +21,500 +2%
U
5
UBS
Switzerland
$48.9M 687,515 +3,113 +0.5%
Wells Fargo
6
Wells Fargo
California
$40.8M 572,627 -39,385 -6%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$40.2M 564,439 -27,179 -5%
GW
8
GW & Wade
Massachusetts
$32.2M 451,892 +11,264 +3%
LYV
9
Live Your Vision
Pennsylvania
$28.1M 410,128 -2,591 -0.6%
Bank of America
10
Bank of America
North Carolina
$26.8M 377,133 +44,583 +13%
Goldman Sachs
11
Goldman Sachs
New York
$19.2M 269,439 +10,777 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$17.6M 247,865 -22,541 -8%
PI
13
Placemark Investments
Illinois
$9.12M 128,157 -519 -0.4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$8.41M 118,103 -9,381 -7%
UCFA
15
United Capital Financial Advisors
Texas
$8.23M 115,579 -13,379 -10%
SP
16
Sarasin & Partners
United Kingdom
$7.96M 111,815 +850 +0.8%
RJA
17
Raymond James & Associates
Florida
$7.38M 103,622 -30,293 -23%
MWM
18
Merriman Wealth Management
Washington
$6.5M 88,489 +88,489 New
LPL Financial
19
LPL Financial
California
$6.39M 90,957 -4,755 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.28M 88,224 +2,545 +3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$6.17M 86,651 +2,193 +3%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$5.48M 77,030 +67,649 +721%
Citigroup
23
Citigroup
New York
$5.29M 74,333 +48,346 +186%
PWAP
24
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.14M 72,157 -10 -0%
SFI
25
SPC Financial Inc
Maryland
$5.1M 71,614 +861 +1%