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WisdomTree US LargeCap Dividend Fund

204 hedge funds and large institutions have $1.07B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 16 closing their positions.

Holders
204
Holders Change
+13
Holders Change %
+6.81%
% of All Funds
4.55%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
30
Increased
61
Reduced
51
Closed
16
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
$209M 2,472,723 +90,973 +4%
Morgan Stanley
2
Morgan Stanley
New York
$106M 1,258,240 +31,510 +3%
RIG
3
RiverFront Investment Group
Virginia
$79.4M 940,461 -37,193 -4%
GW
4
GW & Wade
Massachusetts
$61.2M 724,151 +356,941 +97%
Bank of America
5
Bank of America
North Carolina
$50.8M 601,064 +28,771 +5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$36.2M 429,236 +366,808 +588%
EWM
7
Evercore Wealth Management
New York
$27.7M 327,786 -371 -0.1%
UBS Group
8
UBS Group
Switzerland
$26.2M 309,928 +71,509 +30%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$23M 272,813 +6,056 +2%
PV
10
Private Vista
Illinois
$22.5M 266,379 -28,648 -10%
RJA
11
Raymond James & Associates
Florida
$22.4M 265,320 -3,853 -1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$20.4M 241,950 -1,834 -0.8%
Goldman Sachs
13
Goldman Sachs
New York
$18.9M 223,917 +14,690 +7%
SWP
14
Stratos Wealth Partners
Ohio
$18.6M 220,297 -21,735 -9%
LPL Financial
15
LPL Financial
California
$17M 201,315 +45,861 +30%
RCIM
16
Red Cedar Investment Management
Michigan
$16.9M 200,368 -834 -0.4%
Ameriprise
17
Ameriprise
Minnesota
$16.6M 196,740 +828 +0.4%
Creative Planning
18
Creative Planning
Kansas
$16M 189,129 +22,335 +13%
Wells Fargo
19
Wells Fargo
California
$15.1M 178,898 +17,261 +11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$13.7M 161,753 +1,054 +0.7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$13.5M 159,493 +25,743 +19%
CCA
22
Clearwater Capital Advisors
Illinois
$12.2M 144,678 -1,507 -1%
TCPWM
23
Traverso Chambers Private Wealth Management
California
$11.5M 135,908 +135,908 New
CI
24
CX Institutional
Indiana
$10.9M 129,143 +75,908 +143%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$9.88M 117,010 +75,600 +183%