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WisdomTree US LargeCap Dividend Fund

100 hedge funds and large institutions have $1.14B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5.49% more ownership

Funds ownership: 103.04%108.53% (+5.5%)

1% more funds holding

Funds holding: 99100 (+1)

3% more capital invested

Capital invested by funds: $1.11B → $1.14B (+$33M)

15% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 41

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $484K

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
6
Increased
35
Reduced
41
Closed
5
Calls
Puts
$484K
Net Calls
-$484K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$5.04M +$385K +10,800 +8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.47M -$219K -6,144 -5%
PA
28
Paracle Advisors
Washington
$4.25M +$4.26M +119,540 New
SI
29
Stephens Inc
Arkansas
$3.87M +$37.4K +1,050 +1%
FAAM
30
First Allied Asset Management
California
$3.66M -$1.38M -38,646 -27%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$3.5M +$1.26M +35,418 +56%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$3.44M +$260K +7,294 +8%
EWM
33
Evercore Wealth Management
New York
$3.4M +$434K +12,202 +15%
LW
34
Linscomb Wealth
Texas
$3.4M +$39.9K +1,122 +1%
NFG
35
Nadler Financial Group
Illinois
$3.24M +$48.1K +1,352 +2%
B
36
Baird
Wisconsin
$3.15M +$119K +3,342 +4%
NES
37
New England Securities
New York
$3.11M +$194K +5,456 +7%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$2.73M +$87.8K +2,466 +3%
CAN
39
Cetera Advisor Networks
California
$2.5M -$338K -9,490 -12%
NPC
40
National Planning Corporation
California
$2.25M -$114K -3,212 -5%
FAAS
41
First Allied Advisory Services
California
$1.89M -$1.19M -33,536 -39%
SCA
42
STALEY CAPITAL ADVISERS
Pennsylvania
$1.64M
AIG
43
American International Group
New York
$1.57M -$581K -16,330 -27%
MWP
44
Moller Wealth Partners
$1.53M
SIAS
45
Shine Investment Advisory Services
Colorado
$1.48M -$6.05K -170 -0.4%
MHS
46
M Holdings Securities
Oregon
$1.48M +$6.41K +180 +0.4%
CS
47
Credit Suisse
Switzerland
$1.42M
PAMG
48
Patton Albertson Miller Group
Tennessee
$1.28M -$187K -5,240 -13%
M&T Bank
49
M&T Bank
New York
$1.21M +$1.21M +34,026 New
William Blair & Company
50
William Blair & Company
Illinois
$1.19M +$135K +3,800 +13%