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WisdomTree US LargeCap Dividend Fund

147 hedge funds and large institutions have $925M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

2% more funds holding

Funds holding: 144147 (+3)

9% more call options, than puts

Call options by funds: $269K | Put options by funds: $246K

1% more capital invested

Capital invested by funds: $912M → $925M (+$13.6M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7.08% less ownership

Funds ownership: 102.31%95.24% (-7.1%)

24% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 50

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
3.92%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
18
Increased
38
Reduced
50
Closed
12
Calls
$269K
Puts
$246K
Net Calls
+$23K
Net Calls Change
+$197K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$4.3M -$2.21M -57,260 -34%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.29M -$939K -24,318 -18%
PWAP
28
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.88M +$5.02K +130 +0.1%
LW
29
Linscomb Wealth
Texas
$3.68M +$217K +5,630 +6%
PA
30
Paracle Advisors
Washington
$3.64M -$6.64K -172 -0.2%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$3.62M -$179K -4,624 -5%
SG Americas Securities
32
SG Americas Securities
New York
$3.53M +$1.73M +44,800 +95%
William Blair & Company
33
William Blair & Company
Illinois
$3.42M +$1.42M +36,900 +71%
Jane Street
34
Jane Street
New York
$3.25M +$3.26M +84,488 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$3.15M +$3.16M +81,886 New
UCFA
36
United Capital Financial Advisors
Texas
$3.04M -$83.6K -2,166 -3%
NFG
37
Nadler Financial Group
Illinois
$2.86M +$57.9K +1,500 +2%
GWA
38
Guidant Wealth Advisors
Illinois
$2.63M +$2.67M +69,068 New
PCM
39
Perritt Capital Management
Illinois
$2.44M -$8.88K -230 -0.4%
NPC
40
National Planning Corporation
California
$2.38M -$63.9K -1,654 -3%
Citadel Advisors
41
Citadel Advisors
Florida
$2.05M +$2.05M +53,218 New
HWP
42
Hefty Wealth Partners
Indiana
$2.03M +$856K +22,166 +72%
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$1.89M -$9.88K -256 -0.5%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$1.84M +$12.8K +332 +0.7%
Citigroup
45
Citigroup
New York
$1.75M -$637K -16,502 -27%
MWP
46
Moller Wealth Partners
$1.62M
SCA
47
STALEY CAPITAL ADVISERS
Pennsylvania
$1.5M -$100K -2,600 -6%
SIAS
48
Shine Investment Advisory Services
Colorado
$1.5M
CANC
49
Culbertson A N & Co
Virginia
$1.49M -$172K -4,460 -10%
OIM
50
Opus Investment Management
Massachusetts
$1.35M +$1.36M +35,200 New