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WisdomTree US LargeCap Dividend Fund

152 hedge funds and large institutions have $992M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 15 closing their positions.

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
3.81%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
21
Increased
43
Reduced
47
Closed
15
Calls
$208K
Puts
$240K
Net Calls
-$32K
Net Calls Change
-$55K
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$226M 2,823,715 +22,287 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$134M 1,674,003 +151,675 +10%
RIG
3
RiverFront Investment Group
Virginia
$84.6M 1,059,220 -69,629 -6%
Bank of America
4
Bank of America
North Carolina
$60.4M 755,560 +13,633 +2%
PV
5
Private Vista
Illinois
$53.8M 666,367 -61,516 -8%
Wells Fargo
6
Wells Fargo
California
$33.6M 420,573 +17,929 +4%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$33.3M 416,687 +2,962 +0.7%
EWM
8
Evercore Wealth Management
New York
$30.8M 385,842 +111,099 +40%
SWP
9
Stratos Wealth Partners
Ohio
$23.5M 294,294 +4,754 +2%
RJA
10
Raymond James & Associates
Florida
$23.2M 290,617 -4,441 -2%
GW
11
GW & Wade
Massachusetts
$21.7M 270,987 -1,986 -0.7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$19.9M 248,537 -653 -0.3%
Goldman Sachs
13
Goldman Sachs
New York
$18.4M 230,451 -7,749 -3%
UBS Group
14
UBS Group
Switzerland
$17.6M 220,149 +511 +0.2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$12.7M 159,443 +17,583 +12%
PP
16
PagnatoKarp Partners
Virginia
$11.7M 146,156 +146,156 New
CCA
17
Clearwater Capital Advisors
Illinois
$11.5M 142,613 -5,283 -4%
LPL Financial
18
LPL Financial
California
$11.1M 138,686 +1,953 +1%
Creative Planning
19
Creative Planning
Kansas
$9.53M 119,285 -696 -0.6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$9.43M 118,078 +666 +0.6%
BTS
21
BB&T Securities
Virginia
$8.93M 115,971
VC
22
Vestor Capital
Illinois
$7.43M 93,022 +86,138 +1,251%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$6.76M 84,645 +43,702 +107%
SP
24
Sarasin & Partners
United Kingdom
$6.41M 80,302 -12,631 -14%
LYV
25
Live Your Vision
Pennsylvania
$6.05M 75,752 +1,379 +2%