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WisdomTree US LargeCap Dividend Fund

191 hedge funds and large institutions have $1.03B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% less capital invested

Capital invested by funds: $1.05B → $1.03B (-$19.5M)

1% less funds holding

Funds holding: 193191 (-2)

1.04% less ownership

Funds ownership: 108.35%107.32% (-1%)

40% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 68

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $522K

Holders
191
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
14
Increased
41
Reduced
68
Closed
11
Calls
Puts
$522K
Net Calls
-$522K
Net Calls Change
-$158K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$217M -$5.53M -123,170 -2%
Morgan Stanley
2
Morgan Stanley
New York
$114M -$5.11M -113,742 -4%
RIG
3
RiverFront Investment Group
Virginia
$88.5M -$2.53M -56,320 -3%
Bank of America
4
Bank of America
North Carolina
$51.4M -$6.47M -144,232 -11%
GW
5
GW & Wade
Massachusetts
$32.4M +$521K +11,608 +2%
PV
6
Private Vista
Illinois
$32.1M -$3.14M -69,996 -9%
EWM
7
Evercore Wealth Management
New York
$32M -$505K -11,260 -2%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$27M -$231K -5,154 -0.8%
SWP
9
Stratos Wealth Partners
Ohio
$25.8M +$461K +10,270 +2%
RJA
10
Raymond James & Associates
Florida
$24.3M -$791K -17,634 -3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$22.7M +$650K +14,484 +3%
Wells Fargo
12
Wells Fargo
California
$22.2M -$12.1M -270,318 -35%
Goldman Sachs
13
Goldman Sachs
New York
$21.5M -$682K -15,190 -3%
UBS Group
14
UBS Group
Switzerland
$20.4M -$793K -17,660 -4%
DDPOM
15
Delta Dental Plan of Michigan
Michigan
$18.4M +$51.5K +1,148 +0.3%
Ameriprise
16
Ameriprise
Minnesota
$17.4M +$106K +2,372 +0.6%
Creative Planning
17
Creative Planning
Kansas
$15.2M +$1.96M +43,578 +15%
LPL Financial
18
LPL Financial
California
$13.8M +$101K +2,250 +0.7%
CCA
19
Clearwater Capital Advisors
Illinois
$13.2M +$164K +3,664 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$13M +$1.43M +31,764 +12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$10.7M +$2.18M +48,660 +26%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$7.88M -$215K -4,792 -3%
BTS
23
BB&T Securities
Virginia
$7.82M -$398K -8,872 -5%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$7.07M
LYV
25
Live Your Vision
Pennsylvania
$7.01M +$298K +6,642 +5%