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WisdomTree US LargeCap Dividend Fund

200 hedge funds and large institutions have $1.17B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 13 closing their positions.

Holders
200
Holders Change
-10
Holders Change %
-4.76%
% of All Funds
4.35%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
7
Increased
59
Reduced
67
Closed
13
Calls
$291K
Puts
Net Calls
+$291K
Net Calls Change
-$20K
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$221M 2,284,509 -147,806 -6%
Morgan Stanley
2
Morgan Stanley
New York
$96.7M 998,422 -156,126 -14%
RIG
3
RiverFront Investment Group
Virginia
$87.9M 907,384 -21,644 -2%
GW
4
GW & Wade
Massachusetts
$67.3M 694,054 +4,720 +0.7%
Bank of America
5
Bank of America
North Carolina
$63.5M 655,553 +71,703 +12%
RJA
6
Raymond James & Associates
Florida
$37M 381,879 +122,652 +47%
UBS Group
7
UBS Group
Switzerland
$31.6M 325,856 +21,563 +7%
LPL Financial
8
LPL Financial
California
$30.2M 311,233 +147,975 +91%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$29.9M 308,217 +61,892 +25%
EWM
10
Evercore Wealth Management
New York
$29.7M 306,556 +4,909 +2%
WSTAM
11
Wilbanks Smith & Thomas Asset Management
Virginia
$26.6M 274,947 +236 +0.1%
Goldman Sachs
12
Goldman Sachs
New York
$23.5M 242,362 -53,890 -18%
Ameriprise
13
Ameriprise
Minnesota
$23.3M 232,653 +17,276 +8%
SWP
14
Stratos Wealth Partners
Ohio
$23.2M 239,776 +1,121 +0.5%
Creative Planning
15
Creative Planning
Kansas
$22.3M 229,704 +2,379 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$18.9M 195,113 +1,458 +0.8%
PV
17
Private Vista
Illinois
$18.8M 194,210 -21,541 -10%
RCIM
18
Red Cedar Investment Management
Michigan
$18.7M 192,887 +496 +0.3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$18.7M 192,746 +12,733 +7%
Wells Fargo
20
Wells Fargo
California
$17.5M 180,467 +2,435 +1%
SPIA
21
Steward Partners Investment Advisory
New York
$16.2M 167,341 -11,559 -6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$12.6M 130,342 +22,806 +21%
CCA
23
Clearwater Capital Advisors
Illinois
$12.4M 127,516 -11,416 -8%
TCPWM
24
Traverso Chambers Private Wealth Management
California
$11.8M 120,554 -16,906 -12%
GLLW
25
Graves Light Lenhart Wealth
Virginia
$11.1M 114,661 +2,058 +2%