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WisdomTree US LargeCap Dividend Fund

144 hedge funds and large institutions have $912M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 16 closing their positions.

Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
3.85%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
12
Increased
37
Reduced
51
Closed
16
Calls
$311K
Puts
$485K
Net Calls
-$174K
Net Calls Change
+$104K
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$211M 2,786,114 +12,576 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$116M 1,530,730 +154,028 +11%
RIG
3
RiverFront Investment Group
Virginia
$91.8M 1,211,751 +14,109 +1%
PV
4
Private Vista
Illinois
$55.1M 717,759 +25,814 +4%
Bank of America
5
Bank of America
North Carolina
$54.3M 717,083 +43,610 +6%
Wells Fargo
6
Wells Fargo
California
$32.3M 426,738 +44,206 +12%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$31.7M 417,869 -5,371 -1%
RJA
8
Raymond James & Associates
Florida
$25.4M 335,554 -3,500 -1%
SWP
9
Stratos Wealth Partners
Ohio
$21.2M 280,355 +17,603 +7%
GW
10
GW & Wade
Massachusetts
$21.2M 279,955 -5,469 -2%
Goldman Sachs
11
Goldman Sachs
New York
$20.4M 268,983 -101,475 -27%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$19.5M 257,000 -5,646 -2%
UBS Group
13
UBS Group
Switzerland
$17.3M 228,808 -3,437 -1%
CCA
14
Clearwater Capital Advisors
Illinois
$11.8M 155,723 +155,723 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$11.6M 152,514 +6,310 +4%
BTS
16
BB&T Securities
Virginia
$11.2M 147,906 +4,570 +3%
Creative Planning
17
Creative Planning
Kansas
$9.07M 119,726 -4,291 -3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$8.7M 114,844 -915 -0.8%
EWM
19
Evercore Wealth Management
New York
$8.42M 111,127 +14,523 +15%
SP
20
Sarasin & Partners
United Kingdom
$7.46M 98,393 -2,147 -2%
LPL Financial
21
LPL Financial
California
$7.22M 95,145 -78,959 -45%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$6.4M 84,499 +5,936 +8%
MWM
23
Mission Wealth Management
California
$6.05M 79,885 -1,334 -2%
LYV
24
Live Your Vision
Pennsylvania
$5.56M 73,399 -20,641 -22%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$5.18M 68,394 -2,615 -4%