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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.

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 Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$227M 2,733,477 -90,238 -3%
Morgan Stanley
2
Morgan Stanley
New York
$137M 1,646,614 -27,389 -2%
RIG
3
RiverFront Investment Group
Virginia
$85.4M 1,029,619 -29,601 -3%
Bank of America
4
Bank of America
North Carolina
$57.4M 691,920 -63,640 -8%
PV
5
Private Vista
Illinois
$47M 565,704 -100,663 -15%
EWM
6
Evercore Wealth Management
New York
$34.9M 420,327 +34,485 +9%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$34.6M 416,799 +112 +0%
Wells Fargo
8
Wells Fargo
California
$29.9M 361,083 -59,490 -14%
SWP
9
Stratos Wealth Partners
Ohio
$24.2M 292,219 -2,075 -0.7%
GW
10
GW & Wade
Massachusetts
$23.1M 278,361 +7,374 +3%
RJA
11
Raymond James & Associates
Florida
$22.8M 274,529 -16,088 -6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$21.9M 263,903 +15,366 +6%
Goldman Sachs
13
Goldman Sachs
New York
$19.6M 236,430 +5,979 +3%
UBS Group
14
UBS Group
Switzerland
$18.1M 218,582 -1,567 -0.7%
LPL Financial
15
LPL Financial
California
$11.8M 142,537 +3,851 +3%
CCA
16
Clearwater Capital Advisors
Illinois
$11.4M 137,659 -4,954 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10.7M 129,295 -30,148 -19%
PP
18
PagnatoKarp Partners
Virginia
$10.4M 125,769 -20,387 -14%
Creative Planning
19
Creative Planning
Kansas
$10.1M 121,379 +2,094 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$9.46M 114,099 -3,979 -3%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$9.14M 110,196 +96,111 +682%
BTS
22
BB&T Securities
Virginia
$9.12M 109,982 -5,989 -5%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$6.74M 81,303 -3,342 -4%
LYV
24
Live Your Vision
Pennsylvania
$6.29M 75,783 +31 +0%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$6.22M 75,034 +8,264 +12%