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WisdomTree US LargeCap Dividend Fund

122 hedge funds and large institutions have $1.36B invested in WisdomTree US LargeCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

1% more funds holding

Funds holding: 121122 (+1)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

7.11% less ownership

Funds ownership: 112.77%105.66% (-7.1%)

18% less capital invested

Capital invested by funds: $1.65B → $1.36B (-$293M)

31% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 48

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
19
Increased
33
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$4.65M +$202K +5,482 +5%
MFS
27
MSI Financial Services
Massachusetts
$4.57M +$3.6M +97,406 +357%
EWM
28
Evercore Wealth Management
New York
$4.46M +$4.49M +121,664 New
Citigroup
29
Citigroup
New York
$4.11M +$487K +13,186 +13%
PA
30
Paracle Advisors
Washington
$4.04M -$133K -3,592 -3%
DMS
31
Discretionary Management Services
Kansas
$3.68M +$3.71M +100,400 New
LW
32
Linscomb Wealth
Texas
$3.39M -$73K -1,978 -2%
NFG
33
Nadler Financial Group
Illinois
$3.32M -$64.9K -1,758 -2%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$3.18M +$137K +3,710 +4%
FAAM
35
First Allied Asset Management
California
$3.15M -$325K -8,810 -9%
B
36
Baird
Wisconsin
$3.04M -$349K -9,464 -10%
UCFA
37
United Capital Financial Advisors
Texas
$2.97M -$380K -10,300 -11%
CAN
38
Cetera Advisor Networks
California
$2.96M +$136K +3,672 +5%
MAA
39
Managed Account Advisors
New Jersey
$2.8M +$2.82M +76,276 New
PCM
40
Perritt Capital Management
Illinois
$2.23M +$2.24M +60,716 New
NPC
41
National Planning Corporation
California
$2.14M -$210K -5,684 -9%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$2.09M -$7.98K -216 -0.4%
SCA
43
STALEY CAPITAL ADVISERS
Pennsylvania
$1.6M -$84.9K -2,300 -5%
AIG
44
American International Group
New York
$1.57M -$1.71M -46,206 -52%
MWP
45
Moller Wealth Partners
$1.54M
MHS
46
M Holdings Securities
Oregon
$1.52M
SIAS
47
Shine Investment Advisory Services
Colorado
$1.51M
SG Americas Securities
48
SG Americas Securities
New York
$1.5M -$34K -920 -2%
RDM
49
Retirement Design & Management
Connecticut
$1.5M -$27.9K -756 -2%
CS
50
Credit Suisse
Switzerland
$1.46M