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WisdomTree US LargeCap Dividend Fund

98 hedge funds and large institutions have $1.15B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 9598 (+3)

2.61% more ownership

Funds ownership: 109.67%112.28% (+2.6%)

2% more capital invested

Capital invested by funds: $1.13B → $1.15B (+$20.3M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

21% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 39

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.83%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
10
Increased
31
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.39M +$213K +6,480 +5%
SG Americas Securities
27
SG Americas Securities
New York
$3.84M -$6.57K -200 -0.2%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$3.7M +$646K +19,680 +22%
LW
29
Linscomb Wealth
Texas
$3.45M -$80.3K -2,448 -2%
NFG
30
Nadler Financial Group
Illinois
$3.34M -$76.5K -2,330 -2%
B
31
Baird
Wisconsin
$2.92M -$622K -18,962 -18%
SI
32
Stephens Inc
Arkansas
$2.75M -$37.5K -1,144 -1%
FAAS
33
First Allied Advisory Services
California
$2.75M +$1.79M +54,412 +202%
CAN
34
Cetera Advisor Networks
California
$2.63M +$116K +3,546 +5%
NES
35
New England Securities
New York
$2.56M +$216K +6,580 +10%
EWM
36
Evercore Wealth Management
New York
$2.48M +$25.7K +784 +1%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$2.42M +$283K +8,632 +14%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.27M +$190K +5,776 +9%
NPC
39
National Planning Corporation
California
$2.25M -$50.5K -1,540 -2%
SCA
40
STALEY CAPITAL ADVISERS
Pennsylvania
$1.7M -$85.3K -2,600 -5%
AIG
41
American International Group
New York
$1.59M +$1.33M +40,382 +615%
Citigroup
42
Citigroup
New York
$1.49M +$318K +9,676 +28%
MWP
43
Moller Wealth Partners
$1.45M -$255K -7,766 -15%
CS
44
Credit Suisse
Switzerland
$1.35M
PAMG
45
Patton Albertson Miller Group
Tennessee
$1.26M -$218K -6,638 -15%
TT
46
Tower Trust
Indiana
$1.23M -$250K -7,616 -17%
CG
47
Colony Group
Massachusetts
$1.19M -$99.1K -3,020 -8%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$1.18M +$213K +6,500 +23%
William Blair & Company
49
William Blair & Company
Illinois
$1.15M -$95.7K -2,916 -8%
OIA
50
Optimum Investment Advisors
Illinois
$1.15M -$24.9K -760 -2%