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WisdomTree US LargeCap Dividend Fund

168 hedge funds and large institutions have $1,000M invested in WisdomTree US LargeCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 6 closing their positions.

Holders
168
Holders Change
+7
Holders Change %
+4.35%
% of All Funds
4.19%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
14
Increased
47
Reduced
57
Closed
6
Calls
$1.51M
Puts
$614K
Net Calls
+$899K
Net Calls Change
+$1.18M
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$226M 2,683,393 -50,084 -2%
Morgan Stanley
2
Morgan Stanley
New York
$136M 1,612,167 -34,447 -2%
RIG
3
RiverFront Investment Group
Virginia
$87.1M 1,035,423 +5,804 +0.6%
Bank of America
4
Bank of America
North Carolina
$55M 653,905 -38,015 -5%
PV
5
Private Vista
Illinois
$43M 505,621 -60,083 -11%
EWM
6
Evercore Wealth Management
New York
$36.4M 432,931 +12,604 +3%
Wells Fargo
7
Wells Fargo
California
$30.5M 363,070 +1,987 +0.6%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$26.8M 318,772 -98,027 -24%
GW
9
GW & Wade
Massachusetts
$26.4M 314,008 +35,647 +13%
SWP
10
Stratos Wealth Partners
Ohio
$24.1M 286,479 -5,740 -2%
Goldman Sachs
11
Goldman Sachs
New York
$23.5M 279,325 +42,895 +18%
RJA
12
Raymond James & Associates
Florida
$23M 273,756 -773 -0.3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$22.6M 268,858 +4,955 +2%
UBS Group
14
UBS Group
Switzerland
$18.3M 217,352 -1,230 -0.6%
LPL Financial
15
LPL Financial
California
$12.6M 149,386 +6,849 +5%
CCA
16
Clearwater Capital Advisors
Illinois
$11.3M 134,175 -3,484 -3%
Creative Planning
17
Creative Planning
Kansas
$9.95M 118,279 -3,100 -3%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$9.51M 113,058 +2,862 +3%
BTS
19
BB&T Securities
Virginia
$9.29M 110,435 +453 +0.4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$9.17M 109,066 -5,033 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9.13M 108,556 -20,739 -16%
PP
22
PagnatoKarp Partners
Virginia
$8.02M 95,378 -30,391 -24%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$7.12M 84,627 +3,324 +4%
LYV
24
Live Your Vision
Pennsylvania
$6.49M 76,151 +368 +0.5%
SP
25
Sarasin & Partners
United Kingdom
$6.31M 75,078 +871 +1%