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WisdomTree US LargeCap Dividend Fund

228 hedge funds and large institutions have $1.1B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 32 closing their positions.

Holders
228
Holders Change
-10
Holders Change %
-4.2%
% of All Funds
5.04%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
26
Increased
70
Reduced
65
Closed
32
Calls
$396K
Puts
$355K
Net Calls
+$41K
Net Calls Change
+$41K
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$183M 2,259,870 +29,547 +1%
Morgan Stanley
2
Morgan Stanley
New York
$117M 1,441,484 +373,217 +35%
Bank of America
3
Bank of America
North Carolina
$98.3M 1,214,366 +473,012 +64%
GW
4
GW & Wade
Massachusetts
$58.2M 719,526 -79,407 -10%
EWM
5
Evercore Wealth Management
New York
$39.1M 482,992 -3,418 -0.7%
Creative Planning
6
Creative Planning
Kansas
$36.8M 454,908 +190,592 +72%
UBS Group
7
UBS Group
Switzerland
$36.6M 451,904 +93,822 +26%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$35.6M 439,353 +131,765 +43%
Ameriprise
9
Ameriprise
Minnesota
$28M 345,401 +77,278 +29%
RIG
10
RiverFront Investment Group
Virginia
$23.2M 286,093 -586,154 -67%
SWP
11
Stratos Wealth Partners
Ohio
$22.7M 280,693 +5,870 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$22M 272,246 +17,071 +7%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$21.2M 261,412 -8,238 -3%
Goldman Sachs
14
Goldman Sachs
New York
$17.2M 212,863 -36,653 -15%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$16.9M 209,085 +144,398 +223%
LPL Financial
16
LPL Financial
California
$16.7M 205,925 -124,404 -38%
RCIM
17
Red Cedar Investment Management
Michigan
$14.8M 182,299 -12,278 -6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$14.2M 175,768 +11,535 +7%
RJA
19
Raymond James & Associates
Florida
$14.2M 175,485 -185,679 -51%
Wells Fargo
20
Wells Fargo
California
$13.9M 171,490 -35,605 -17%
SPIA
21
Steward Partners Investment Advisory
New York
$13.8M 170,156 -608 -0.4%
CI
22
CX Institutional
Indiana
$13.4M 166,001 +95,914 +137%
PV
23
Private Vista
Illinois
$11.1M 136,585 -22,915 -14%
MHS
24
M Holdings Securities
Oregon
$10.3M 127,613 +79,834 +167%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$9.56M 118,127 -7,995 -6%