DOL icon

WisdomTree International LargeCap Dividend Fund
DOL

Overview Fund Activity

63 hedge funds and large institutions have $188M invested in WisdomTree International LargeCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
63
Holders Change
-6
Holders Change %
-8.7%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
5
Increased
21
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$45.6M
2
PV
2
Private Vista
Illinois
$41.2M
3
BCP
3
Blue Chip Partners
Michigan
$5.97M
4
FTUS
4
Flow Traders U.S.
New York
$473K
5
CB
5
Chemical Bank
Michigan
$457K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.29M
2
Jane Street
2
Jane Street
New York
$1.5M
3
IAA
3
Ironsides Asset Advisors
North Carolina
$360K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Comerica Bank
5
Comerica Bank
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$45.6M 1,004,365 +125,349 +14%
PV
2
Private Vista
Illinois
$41.2M 892,764 +77,778 +10%
CIC
3
Cutler Investment Counsel
Oregon
$20M 440,212 +3,763 +0.9%
Morgan Stanley
4
Morgan Stanley
New York
$8.2M 180,575 +9,312 +5%
M&T Bank
5
M&T Bank
New York
$7.69M 169,373 -2,751 -2%
Wells Fargo
6
Wells Fargo
California
$6.88M 151,544 +4,437 +3%
HNB
7
Huntington National Bank
Ohio
$6.63M 146,005 -12,139 -8%
BCP
8
Blue Chip Partners
Michigan
$5.97M 131,549 +13,169 +11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.23M 115,219 +2,031 +2%
BWM
10
Baystate Wealth Management
Massachusetts
$4.21M 93,127 -16,332 -15%
Bank of America
11
Bank of America
North Carolina
$3.29M 72,423 -34,669 -32%
UBS Group
12
UBS Group
Switzerland
$3.14M 69,162 -179 -0.3%
CIM
13
Corda Investment Management
Texas
$2.41M 53,102 +2,764 +5%
UCFA
14
United Capital Financial Advisors
Texas
$2.4M 52,892 -1,056 -2%
EAM
15
Evanson Asset Management
California
$1.9M 41,947 +160 +0.4%
EWM
16
Evercore Wealth Management
New York
$1.8M 39,626 – –
SEIA
17
Signature Estate & Investment Advisors
California
$1.7M 37,526 -126 -0.3%
JWA
18
JFS Wealth Advisors
Pennsylvania
$1.55M 36,241 – –
Jane Street
19
Jane Street
New York
$1.5M 32,938 -32,353 -50%
AR
20
Advisory Research
Illinois
$1.47M 32,320 – –
KL
21
KWMG LLC
Kansas
$1.26M 27,831 -7,856 -22%
RCG
22
Ruggie Capital Group
Florida
$1.18M 26,098 +9,403 +56%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$941K 20,736 +7,725 +59%
PFM
24
Parsec Financial Management
North Carolina
$818K 18,016 -138 -0.8%
GW
25
GW & Wade
Massachusetts
$691K 15,229 +40 +0.3%
1
2 3