We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

135 hedge funds and large institutions have $907M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

13% more capital invested

Capital invested by funds: $802M → $907M (+$104M)

13% more funds holding

Funds holding: 120135 (+15)

7.46% more ownership

Funds ownership: 97.85%105.32% (+7.5%)

2% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
135
Holders Change
+15
Holders Change %
+12.5%
% of All Funds
3.54%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
21
Increased
42
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$4.74M +$3.42M +95,488 +252%
VF
27
Virtu Financial
New York
$4.53M -$133K -3,716 -3%
UCFA
28
United Capital Financial Advisors
Texas
$4.07M -$161K -4,498 -4%
EWM
29
Evercore Wealth Management
New York
$3.97M +$202K +5,652 +5%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$3.83M -$570K -15,920 -13%
DMS
31
Discretionary Management Services
Kansas
$3.68M
PA
32
Paracle Advisors
Washington
$3.55M -$93.8K -2,620 -3%
PWAP
33
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.41M -$1.61M -45,086 -32%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$3.41M +$67.7K +1,890 +2%
LW
35
Linscomb Wealth
Texas
$3.28M -$143 -4 -0%
NFG
36
Nadler Financial Group
Illinois
$2.77M -$38.8K -1,084 -1%
CAN
37
Cetera Advisor Networks
California
$2.71M +$98.6K +2,754 +4%
Citigroup
38
Citigroup
New York
$2.58M -$420K -11,734 -14%
NPC
39
National Planning Corporation
California
$2.32M +$116K +3,246 +5%
PCM
40
Perritt Capital Management
Illinois
$2.32M +$89.9K +2,510 +4%
AssetMark Inc
41
AssetMark Inc
California
$2.06M +$2.03M +56,656 +4,440%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$1.56M +$189K +5,268 +14%
SCA
43
STALEY CAPITAL ADVISERS
Pennsylvania
$1.52M -$30.8K -860 -2%
CANC
44
Culbertson A N & Co
Virginia
$1.51M +$89.5K +2,500 +6%
MFS
45
MSI Financial Services
Massachusetts
$1.5M +$456K +12,724 +43%
MWP
46
Moller Wealth Partners
$1.49M
SIAS
47
Shine Investment Advisory Services
Colorado
$1.47M
Baird Financial Group
48
Baird Financial Group
Wisconsin
$1.39M -$24.3K -680 -2%
RDM
49
Retirement Design & Management
Connecticut
$1.39M -$29.3K -818 -2%
OIA
50
Optimum Investment Advisors
Illinois
$1.27M -$14.7K -410 -1%