DLN icon

WisdomTree US LargeCap Dividend Fund

191 hedge funds and large institutions have $1.06B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 62 reducing their positions, and 11 closing their positions.

Holders
191
Holders Change
Holders Change %
0%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
12
Increased
46
Reduced
62
Closed
11
Calls
$229K
Puts
Net Calls
+$229K
Net Calls Change
+$751K
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$227M 2,381,750 -40,271 -2%
Morgan Stanley
2
Morgan Stanley
New York
$117M 1,226,730 -43,745 -3%
RIG
3
RiverFront Investment Group
Virginia
$93.3M 977,654 -9,528 -1%
Bank of America
4
Bank of America
North Carolina
$54.6M 572,293 -477 -0.1%
GW
5
GW & Wade
Massachusetts
$35M 367,210 +5,800 +2%
EWM
6
Evercore Wealth Management
New York
$31.3M 328,157 -28,386 -8%
PV
7
Private Vista
Illinois
$28.1M 295,027 -62,862 -18%
RJA
8
Raymond James & Associates
Florida
$25.7M 269,173 -1,501 -0.6%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$25.5M 266,757 -34,385 -11%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$23.3M 243,784 -8,982 -4%
SWP
11
Stratos Wealth Partners
Ohio
$23.1M 242,032 -45,378 -16%
UBS Group
12
UBS Group
Switzerland
$22.7M 238,419 +10,902 +5%
Goldman Sachs
13
Goldman Sachs
New York
$20M 209,227 -30,024 -13%
RCIM
14
Red Cedar Investment Management
Michigan
$19.2M 201,202 +201,202 New
Ameriprise
15
Ameriprise
Minnesota
$18.7M 195,912 +3,089 +2%
Creative Planning
16
Creative Planning
Kansas
$15.9M 166,794 -2,682 -2%
Wells Fargo
17
Wells Fargo
California
$15.4M 161,637 -85,861 -35%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$15.3M 160,699 +15,351 +11%
LPL Financial
19
LPL Financial
California
$14.8M 155,454 +1,854 +1%
CCA
20
Clearwater Capital Advisors
Illinois
$13.9M 146,185 -506 -0.3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$12.8M 133,750 +14,923 +13%
SPIA
22
Steward Partners Investment Advisory
New York
$10.5M 110,064 +80,467 +272%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$8.48M 88,877 +1,075 +1%
BTS
24
BB&T Securities
Virginia
$8.45M 88,569 +1,399 +2%
LYV
25
Live Your Vision
Pennsylvania
$7.4M 77,506 +704 +0.9%