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WisdomTree US LargeCap Dividend Fund

93 hedge funds and large institutions have $995M invested in WisdomTree US LargeCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more funds holding

Funds holding: 8493 (+9)

6% more capital invested

Capital invested by funds: $935M → $995M (+$60.2M)

10.03% less ownership

Funds ownership: 117.71%107.67% (-10%)

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
13
Increased
30
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LW
26
Linscomb Wealth
Texas
$3.34M -$90.3K -2,928 -3%
Creative Planning
27
Creative Planning
Kansas
$3.27M +$566K +18,340 +21%
Goldman Sachs
28
Goldman Sachs
New York
$3.23M +$2.63M +85,200 +416%
NFG
29
Nadler Financial Group
Illinois
$3.05M +$62 +2 +0%
Comerica Bank
30
Comerica Bank
Texas
$3.04M +$3.06M +99,270 New
AI
31
Atria Investments
North Carolina
$2.96M -$276K -8,956 -8%
JWA
32
JFS Wealth Advisors
Pennsylvania
$2.77M -$132K -4,292 -5%
SI
33
Stephens Inc
Arkansas
$2.52M +$83.6K +2,710 +3%
EWM
34
Evercore Wealth Management
New York
$2.08M +$501K +16,250 +31%
NPC
35
National Planning Corporation
California
$2.02M +$64.9K +2,104 +3%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$1.93M -$620K -20,118 -24%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$1.74M +$263K +8,516 +18%
CAN
38
Cetera Advisor Networks
California
$1.73M +$329K +10,678 +23%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.66M +$1.67M +54,160 New
SCA
40
STALEY CAPITAL ADVISERS
Pennsylvania
$1.62M -$18.5K -600 -1%
NES
41
New England Securities
New York
$1.56M +$180K +5,850 +13%
MWP
42
Moller Wealth Partners
$1.55M +$1.48K +48 +0.1%
PAMG
43
Patton Albertson Miller Group
Tennessee
$1.46M +$50.6K +1,640 +4%
TT
44
Tower Trust
Indiana
$1.35M -$35.8K -1,160 -3%
MFS
45
MSI Financial Services
Massachusetts
$1.31M -$33.9K -1,098 -2%
CS
46
Credit Suisse
Switzerland
$1.22M -$51.2K -1,662 -4%
William Blair & Company
47
William Blair & Company
Illinois
$1.2M -$308K -9,996 -20%
Citigroup
48
Citigroup
New York
$1.12M -$1.09M -35,492 -49%
OIA
49
Optimum Investment Advisors
Illinois
$1.08M +$1.09M +35,322 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$984K -$2.53M -82,074 -72%