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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.

Holders
171
Holders Change
+3
Holders Change %
+1.79%
% of All Funds
4.27%
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 Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$224M 2,584,635 -98,758 -4%
Morgan Stanley
2
Morgan Stanley
New York
$124M 1,429,241 -182,926 -11%
RIG
3
RiverFront Investment Group
Virginia
$90.5M 1,042,169 +6,746 +0.7%
Bank of America
4
Bank of America
North Carolina
$55.5M 639,559 -14,346 -2%
PV
5
Private Vista
Illinois
$41M 472,250 -33,371 -7%
EWM
6
Evercore Wealth Management
New York
$36.9M 424,849 -8,082 -2%
Wells Fargo
7
Wells Fargo
California
$32.1M 369,097 +6,027 +2%
GW
8
GW & Wade
Massachusetts
$27.8M 320,675 +6,667 +2%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$27M 311,080 -7,692 -2%
SWP
10
Stratos Wealth Partners
Ohio
$25.2M 290,292 +3,813 +1%
RJA
11
Raymond James & Associates
Florida
$24.1M 278,081 +4,325 +2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$23.8M 273,686 +4,828 +2%
Goldman Sachs
13
Goldman Sachs
New York
$23.7M 273,268 -6,057 -2%
UBS Group
14
UBS Group
Switzerland
$19.8M 227,595 +10,243 +5%
Ameriprise
15
Ameriprise
Minnesota
$14.3M 165,022 +154,330 +1,443%
LPL Financial
16
LPL Financial
California
$12.7M 146,014 -3,372 -2%
CCA
17
Clearwater Capital Advisors
Illinois
$11.7M 133,265 -910 -0.7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$10.7M 123,420 +14,864 +14%
Creative Planning
19
Creative Planning
Kansas
$10.6M 121,697 +3,418 +3%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$10.2M 117,539 +4,481 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$8.71M 100,323 -8,743 -8%
BTS
22
BB&T Securities
Virginia
$8.25M 94,980 -15,455 -14%
TSS
23
Two Sigma Securities
New York
$7.89M 90,867 +90,867 New
PP
24
PagnatoKarp Partners
Virginia
$7.74M 89,107 -6,271 -7%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$7.61M 87,671 +3,044 +4%