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WisdomTree US LargeCap Dividend Fund

99 hedge funds and large institutions have $1.11B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1% more funds holding

Funds holding: 9899 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

3% less capital invested

Capital invested by funds: $1.15B → $1.11B (-$37.4M)

9.24% less ownership

Funds ownership: 112.28%103.04% (-9.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $212K

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.85%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
13
Increased
33
Reduced
33
Closed
11
Calls
Puts
$212K
Net Calls
-$212K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Stephens Inc
Arkansas
$3.81M +$907K +26,276 +32%
LW
27
Linscomb Wealth
Texas
$3.34M -$261K -7,578 -7%
NFG
28
Nadler Financial Group
Illinois
$3.18M -$308K -8,940 -9%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$3.16M +$767K +22,234 +33%
FAAS
30
First Allied Advisory Services
California
$3.06M +$178K +5,170 +6%
B
31
Baird
Wisconsin
$3.02M -$41.8K -1,212 -1%
EWM
32
Evercore Wealth Management
New York
$2.96M +$345K +10,010 +14%
NES
33
New England Securities
New York
$2.9M +$212K +6,148 +8%
CAN
34
Cetera Advisor Networks
California
$2.82M +$69.9K +2,026 +3%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$2.62M +$84K +2,434 +3%
NPC
36
National Planning Corporation
California
$2.35M +$12.8K +372 +0.6%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.23M -$1.61M -46,640 -43%
Jane Street
38
Jane Street
New York
$2.17M +$2.11M +61,264 New
AIG
39
American International Group
New York
$2.14M +$462K +13,404 +29%
Citigroup
40
Citigroup
New York
$1.84M +$270K +7,828 +18%
SCA
41
STALEY CAPITAL ADVISERS
Pennsylvania
$1.63M -$152K -4,400 -9%
Deutsche Bank
42
Deutsche Bank
Germany
$1.56M +$406K +11,772 +37%
MWP
43
Moller Wealth Partners
$1.52M
SIAS
44
Shine Investment Advisory Services
Colorado
$1.48M +$1.44M +41,656 New
MHS
45
M Holdings Securities
Oregon
$1.46M +$1.43M +41,308 New
PAMG
46
Patton Albertson Miller Group
Tennessee
$1.46M +$131K +3,804 +10%
SG Americas Securities
47
SG Americas Securities
New York
$1.41M -$2.54M -73,674 -65%
CS
48
Credit Suisse
Switzerland
$1.41M
SI
49
SII Investments
Wisconsin
$1.41M +$1.37M +39,746 New
ONB
50
Old National Bancorp
Indiana
$1.2M +$1.17M +33,960 New