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WisdomTree US LargeCap Dividend Fund

161 hedge funds and large institutions have $998M invested in WisdomTree US LargeCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

6% more funds holding

Funds holding: 152161 (+9)

1.37% more ownership

Funds ownership: 101.54%102.91% (+1.4%)

1% more capital invested

Capital invested by funds: $992M → $998M (+$6.07M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

48% less call options, than puts

Call options by funds: $307K | Put options by funds: $589K

51% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 67

Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
19
Increased
33
Reduced
67
Closed
9
Calls
$307K
Puts
$589K
Net Calls
-$282K
Net Calls Change
-$250K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$227M -$7.4M -180,476 -3%
Morgan Stanley
2
Morgan Stanley
New York
$137M -$2.24M -54,778 -2%
RIG
3
RiverFront Investment Group
Virginia
$85.4M -$2.43M -59,202 -3%
Bank of America
4
Bank of America
North Carolina
$57.4M -$5.22M -127,280 -8%
PV
5
Private Vista
Illinois
$47M -$8.25M -201,326 -15%
EWM
6
Evercore Wealth Management
New York
$34.9M +$2.83M +68,970 +9%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$34.6M +$9.18K +224 +0%
Wells Fargo
8
Wells Fargo
California
$29.9M -$4.88M -118,980 -14%
SWP
9
Stratos Wealth Partners
Ohio
$24.2M -$170K -4,150 -0.7%
GW
10
GW & Wade
Massachusetts
$23.1M +$604K +14,748 +3%
RJA
11
Raymond James & Associates
Florida
$22.8M -$1.32M -32,176 -6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$21.9M +$1.26M +30,732 +6%
Goldman Sachs
13
Goldman Sachs
New York
$19.6M +$490K +11,958 +3%
UBS Group
14
UBS Group
Switzerland
$18.1M -$128K -3,134 -0.7%
LPL Financial
15
LPL Financial
California
$11.8M +$316K +7,702 +3%
CCA
16
Clearwater Capital Advisors
Illinois
$11.4M -$406K -9,908 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10.7M -$2.47M -60,296 -19%
PP
18
PagnatoKarp Partners
Virginia
$10.4M -$1.67M -40,774 -14%
Creative Planning
19
Creative Planning
Kansas
$10.1M +$172K +4,188 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$9.46M -$326K -7,958 -3%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$9.14M +$7.88M +192,222 +682%
BTS
22
BB&T Securities
Virginia
$9.12M -$491K -11,978 -5%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$6.74M -$274K -6,684 -4%
LYV
24
Live Your Vision
Pennsylvania
$6.29M +$2.54K +62 +0%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$6.22M +$677K +16,528 +12%