DOL icon

WisdomTree International LargeCap Dividend Fund
DOL

Overview Fund Activity

87 hedge funds and large institutions have $234M invested in WisdomTree International LargeCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
24
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.6M
2
Creative Planning
2
Creative Planning
Kansas
$82.5M
3
BFG
3
Beacon Financial Group
Texas
$8.13M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.2M
5
OMC
5
Old Mission Capital
Illinois
$2.06M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$13.7M
2
PV
2
Private Vista
Illinois
$27.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$824K
4
BWM
4
Baystate Wealth Management
Massachusetts
$5.66M
5
EWM
5
Evercore Wealth Management
New York
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.04M 21,842 +21,842 New
PFM
27
Parsec Financial Management
North Carolina
$834K 17,458 +265 +2%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$824K 17,247 -15,770 -48%
IAA
29
Ironsides Asset Advisors
North Carolina
$726K 15,200 – –
BFO
30
Biltmore Family Office
North Carolina
$725K 15,175 -2,500 -14%
IFWM
31
Institute for Wealth Management
Colorado
$719K 15,088 +7 +0%
GW
32
GW & Wade
Massachusetts
$710K 14,863 +13 +0.1%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$696K 14,001 – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$576K 12,061 -663 -5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$497K 10,394 +535 +5%
RT
36
Reliance Trust
Georgia
$477K 9,984 – –
US Bancorp
37
US Bancorp
Minnesota
$477K 9,975 +1,446 +17%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$438K 9,161 +755 +9%
Ameriprise
39
Ameriprise
Minnesota
$426K 8,918 +46 +0.5%
PWAP
40
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$423K 8,855 +1,600 +22%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$415K 8,677 -196 -2%
SMC
42
Smith, Moore & Co
Missouri
$404K 8,464 +1,438 +20%
SIA
43
Starfire Investment Advisers
Michigan
$392K 8,210 -470 -5%
RJA
44
Raymond James & Associates
Florida
$370K 7,737 -4,099 -35%
CP
45
Camelot Portfolios
Ohio
$359K 7,522 -2,333 -24%
AG
46
Advisor Group
Arizona
$342K 7,157 -400 -5%
JWA
47
JFS Wealth Advisors
Pennsylvania
$340K 7,118 +41 +0.6%
FTUS
48
Flow Traders U.S.
New York
$330K 6,908 +6,908 New
Baird Financial Group
49
Baird Financial Group
Wisconsin
$318K 6,646 +6,646 New
Goldman Sachs
50
Goldman Sachs
New York
$303K 6,341 -2,067 -25%
1
2
3 4