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WisdomTree US LargeCap Dividend Fund

119 hedge funds and large institutions have $887M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2% less funds holding

Funds holding: 122119 (-3)

8.37% less ownership

Funds ownership: 105.66%97.29% (-8.4%)

20% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 44

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

35% less capital invested

Capital invested by funds: $1.36B → $887M (-$471M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $290K

Holders
119
Holders Change
-3
Holders Change %
-2.46%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
17
Increased
35
Reduced
44
Closed
18
Calls
Puts
$290K
Net Calls
-$290K
Net Calls Change
-$290K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Paracle Advisors
Washington
$3.96M -$34.4K -924 -0.8%
Citigroup
27
Citigroup
New York
$3.95M -$111K -2,990 -3%
MAA
28
Managed Account Advisors
New Jersey
$3.9M +$1.16M +31,312 +41%
DMS
29
Discretionary Management Services
Kansas
$3.75M +$109K +2,940 +3%
FAAS
30
First Allied Advisory Services
California
$3.71M +$3.02M +81,132 +385%
NFG
31
Nadler Financial Group
Illinois
$3.35M +$66.2K +1,780 +2%
LW
32
Linscomb Wealth
Texas
$3.34M -$15.5K -418 -0.5%
CAN
33
Cetera Advisor Networks
California
$2.96M
UCFA
34
United Capital Financial Advisors
Texas
$2.94M +$44.7K +1,202 +2%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$2.91M -$242K -6,508 -7%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$2.73M -$4.86M -130,566 -63%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.54M -$3.68M -99,078 -59%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$2.35M +$2.42M +64,972 New
NPC
39
National Planning Corporation
California
$2.27M +$182K +4,898 +8%
PCM
40
Perritt Capital Management
Illinois
$2.26M +$58.5K +1,572 +3%
Citadel Advisors
41
Citadel Advisors
Florida
$1.93M +$1.98M +53,260 New
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$1.8M -$280K -7,516 -13%
M&T Bank
43
M&T Bank
New York
$1.65M +$289K +7,762 +21%
SCA
44
STALEY CAPITAL ADVISERS
Pennsylvania
$1.58M -$7.44K -200 -0.5%
KA
45
Kovack Advisors
Florida
$1.56M +$268K +7,198 +20%
MWP
46
Moller Wealth Partners
$1.52M
MHS
47
M Holdings Securities
Oregon
$1.5M
PAG
48
Private Advisor Group
New Jersey
$1.45M +$24.1K +648 +2%
RDM
49
Retirement Design & Management
Connecticut
$1.45M -$41.2K -1,108 -3%
MFS
50
MSI Financial Services
Massachusetts
$1.43M -$3.17M -85,236 -68%