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WisdomTree US LargeCap Dividend Fund

191 hedge funds and large institutions have $1.11B invested in WisdomTree US LargeCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 14 closing their positions.

Holders
191
Holders Change
+20
Holders Change %
+11.7%
% of All Funds
4.34%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
34
Increased
46
Reduced
55
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$231M 2,504,390 -80,245 -3%
Morgan Stanley
2
Morgan Stanley
New York
$127M 1,380,830 -48,411 -3%
RIG
3
RiverFront Investment Group
Virginia
$96.3M 1,045,674 +3,505 +0.3%
Bank of America
4
Bank of America
North Carolina
$59.7M 648,272 +8,713 +1%
PV
5
Private Vista
Illinois
$38.9M 421,975 -50,275 -11%
EWM
6
Evercore Wealth Management
New York
$38.7M 420,468 -4,381 -1%
Wells Fargo
7
Wells Fargo
California
$34.3M 372,274 +3,177 +0.9%
GW
8
GW & Wade
Massachusetts
$30.7M 332,927 +12,252 +4%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$28.3M 307,258 -3,822 -1%
Goldman Sachs
10
Goldman Sachs
New York
$26.9M 291,768 +18,500 +7%
SWP
11
Stratos Wealth Partners
Ohio
$26.9M 291,705 +1,413 +0.5%
RJA
12
Raymond James & Associates
Florida
$26.5M 287,597 +9,516 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$24.2M 262,178 -11,508 -4%
UBS Group
14
UBS Group
Switzerland
$21M 228,198 +603 +0.3%
DDPOM
15
Delta Dental Plan of Michigan
Michigan
$17.5M 196,618 +196,618 New
Ameriprise
16
Ameriprise
Minnesota
$16.5M 179,181 +14,159 +9%
LPL Financial
17
LPL Financial
California
$13.7M 149,056 +3,042 +2%
CCA
18
Clearwater Capital Advisors
Illinois
$12.3M 133,832 +567 +0.4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11.6M 125,840 +2,420 +2%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$11.1M 120,604 +3,065 +3%
Creative Planning
21
Creative Planning
Kansas
$11.1M 120,411 -1,286 -1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$9.12M 99,000 -1,323 -1%
BTS
23
BB&T Securities
Virginia
$8.15M 88,499 -6,481 -7%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$8.13M 88,264 +593 +0.7%
VF
25
Virtu Financial
New York
$7.13M 77,423 -6,244 -7%