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WisdomTree US LargeCap Dividend Fund

171 hedge funds and large institutions have $1.03B invested in WisdomTree US LargeCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $522K

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

2% more funds holding

Funds holding: 168171 (+3)

1.28% more ownership

Funds ownership: 104.04%105.33% (+1.3%)

3% more capital invested

Capital invested by funds: $1,000M → $1.03B (+$33.5M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 52

Holders
171
Holders Change
+3
Holders Change %
+1.79%
% of All Funds
4.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
14
Increased
50
Reduced
52
Closed
9
Calls
$1.16M
Puts
$522K
Net Calls
+$633K
Net Calls Change
-$266K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$224M -$8.42M -197,516 -4%
Morgan Stanley
2
Morgan Stanley
New York
$124M -$15.6M -365,852 -11%
RIG
3
RiverFront Investment Group
Virginia
$90.5M +$575K +13,492 +0.7%
Bank of America
4
Bank of America
North Carolina
$55.5M -$1.22M -28,692 -2%
PV
5
Private Vista
Illinois
$41M -$2.84M -66,742 -7%
EWM
6
Evercore Wealth Management
New York
$36.9M -$689K -16,164 -2%
Wells Fargo
7
Wells Fargo
California
$32.1M +$514K +12,054 +2%
GW
8
GW & Wade
Massachusetts
$27.8M +$568K +13,334 +2%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$27M -$656K -15,384 -2%
SWP
10
Stratos Wealth Partners
Ohio
$25.2M +$325K +7,626 +1%
RJA
11
Raymond James & Associates
Florida
$24.1M +$369K +8,650 +2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$23.8M +$411K +9,656 +2%
Goldman Sachs
13
Goldman Sachs
New York
$23.7M -$516K -12,114 -2%
UBS Group
14
UBS Group
Switzerland
$19.8M +$873K +20,486 +5%
Ameriprise
15
Ameriprise
Minnesota
$14.3M +$13.2M +308,660 +1,443%
LPL Financial
16
LPL Financial
California
$12.7M -$287K -6,744 -2%
CCA
17
Clearwater Capital Advisors
Illinois
$11.7M -$77.6K -1,820 -0.7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$10.7M +$1.27M +29,728 +14%
Creative Planning
19
Creative Planning
Kansas
$10.6M +$291K +6,836 +3%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$10.2M +$382K +8,962 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$8.71M -$745K -17,486 -8%
BTS
22
BB&T Securities
Virginia
$8.25M -$1.32M -30,910 -14%
TSS
23
Two Sigma Securities
New York
$7.89M +$7.74M +181,734 New
PP
24
PagnatoKarp Partners
Virginia
$7.74M -$534K -12,542 -7%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$7.61M +$259K +6,088 +4%