DLN icon

WisdomTree US LargeCap Dividend Fund

120 hedge funds and large institutions have $802M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
3.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
11
Increased
33
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$194M 2,879,455 +13,792 +0.5%
RIG
2
RiverFront Investment Group
Virginia
$98.9M 1,469,605 -168,167 -10%
Morgan Stanley
3
Morgan Stanley
New York
$82.7M 1,228,606 -70,311 -5%
Bank of America
4
Bank of America
North Carolina
$41.8M 621,287 +172,128 +38%
Wells Fargo
5
Wells Fargo
California
$39.5M 586,796 -148,511 -20%
RJA
6
Raymond James & Associates
Florida
$33.1M 492,147 -48,625 -9%
UBS Group
7
UBS Group
Switzerland
$29.1M 432,265 -71,309 -14%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$28.7M 426,860 +4,502 +1%
Goldman Sachs
9
Goldman Sachs
New York
$26.4M 391,964 -6,748 -2%
GW
10
GW & Wade
Massachusetts
$20.6M 306,330 -20,169 -6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$17M 253,133 -13,972 -5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$16.1M 239,298 +201,665 +536%
LYV
13
Live Your Vision
Pennsylvania
$15.3M 227,271 -1,217 -0.5%
BTS
14
BB&T Securities
Virginia
$12.8M 189,565 -35,388 -16%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10.8M 159,947 +10,360 +7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$10.3M 153,477 -11,318 -7%
Creative Planning
17
Creative Planning
Kansas
$9.22M 136,977 +9,386 +7%
LPL Financial
18
LPL Financial
California
$7.15M 102,679 -4,424 -4%
SP
19
Sarasin & Partners
United Kingdom
$6.88M 102,265 -11,220 -10%
MWM
20
Mission Wealth Management
California
$5.37M 79,732 +2,455 +3%
PWAP
21
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.75M 70,520 -734 -1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.55M 67,632 +5,615 +9%
VF
23
Virtu Financial
New York
$4.41M 65,568 +58,564 +836%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$4.16M 61,811 -5,752 -9%
UCFA
25
United Capital Financial Advisors
Texas
$4M 59,433 +18,866 +47%