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WisdomTree US LargeCap Dividend Fund

238 hedge funds and large institutions have $1.38B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 47 reducing their positions, and 9 closing their positions.

Holders
238
Holders Change
+27
Holders Change %
+12.8%
% of All Funds
4.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
41
Increased
77
Reduced
47
Closed
9
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
$236M 2,230,323 +18,168 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$113M 1,068,267 +60,055 +6%
RIG
3
RiverFront Investment Group
Virginia
$92.4M 872,247 -19,693 -2%
GW
4
GW & Wade
Massachusetts
$84.6M 798,933 +68,071 +9%
Bank of America
5
Bank of America
North Carolina
$78.5M 741,354 +49,133 +7%
EWM
6
Evercore Wealth Management
New York
$51.5M 486,410 +40,987 +9%
RJA
7
Raymond James & Associates
Florida
$38.3M 361,164 -40,964 -10%
UBS Group
8
UBS Group
Switzerland
$37.9M 358,082 +36,955 +12%
LPL Financial
9
LPL Financial
California
$35M 330,329 +22,308 +7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$32.6M 307,588 -4,533 -1%
SWP
11
Stratos Wealth Partners
Ohio
$29.1M 274,823 +31,168 +13%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$28.6M 269,650 +726 +0.3%
Ameriprise
13
Ameriprise
Minnesota
$28.4M 268,123 +16,490 +7%
Creative Planning
14
Creative Planning
Kansas
$28M 264,316 +26,149 +11%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$27M 255,175 +52,690 +26%
Goldman Sachs
16
Goldman Sachs
New York
$26.4M 249,516 +310 +0.1%
Wells Fargo
17
Wells Fargo
California
$21.9M 207,095 +14,204 +7%
RCIM
18
Red Cedar Investment Management
Michigan
$20.6M 194,577 +1,690 +0.9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$18.5M 174,829 -4,504 -3%
SPIA
20
Steward Partners Investment Advisory
New York
$18.1M 170,764 +1,190 +0.7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$17.4M 164,233 +20,201 +14%
PV
22
Private Vista
Illinois
$16.9M 159,500 -24,211 -13%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$13.4M 126,122 -16,131 -11%
GLLW
24
Graves Light Lenhart Wealth
Virginia
$12.3M 115,748 +390 +0.3%
CCA
25
Clearwater Capital Advisors
Illinois
$11.2M 105,541 -16,250 -13%