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WisdomTree US LargeCap Dividend Fund

161 hedge funds and large institutions have $998M invested in WisdomTree US LargeCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

6% more funds holding

Funds holding: 152161 (+9)

1.37% more ownership

Funds ownership: 101.54%102.91% (+1.4%)

1% more capital invested

Capital invested by funds: $992M → $998M (+$6.07M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

48% less call options, than puts

Call options by funds: $307K | Put options by funds: $589K

51% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 67

Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
19
Increased
33
Reduced
67
Closed
9
Calls
$307K
Puts
$589K
Net Calls
-$282K
Net Calls Change
-$250K
Name Holding Trade Value Shares
Change
Change in
Stake
SP
26
Sarasin & Partners
United Kingdom
$6.15M -$500K -12,190 -8%
MWM
27
Mission Wealth Management
California
$4.78M -$393K -9,582 -8%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.26M -$612K -14,930 -13%
PWAP
29
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.06M -$73.4K -1,790 -2%
Citadel Advisors
30
Citadel Advisors
Florida
$4M +$3.95M +96,492 New
VC
31
Vestor Capital
Illinois
$3.97M -$3.7M -90,224 -48%
William Blair & Company
32
William Blair & Company
Illinois
$3.68M +$291K +7,098 +9%
LW
33
Linscomb Wealth
Texas
$3.65M +$3.36K +82 +0.1%
PA
34
Paracle Advisors
Washington
$3.61M -$183K -4,468 -5%
PCM
35
Perritt Capital Management
Illinois
$3.48M +$108K +2,640 +3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$3.47M -$740K -18,050 -18%
NFG
37
Nadler Financial Group
Illinois
$3.13M -$820 -20 -0%
UCFA
38
United Capital Financial Advisors
Texas
$3.1M -$5.98K -146 -0.2%
AG
39
Advisor Group
Arizona
$2.6M +$290K +7,088 +13%
GWA
40
Guidant Wealth Advisors
Illinois
$2.29M -$103K -2,508 -4%
Citigroup
41
Citigroup
New York
$2.13M +$14.9K +364 +0.7%
CWM
42
Circle Wealth Management
New Jersey
$1.99M +$5.66K +138 +0.3%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$1.93M -$75.8K -1,850 -4%
VF
44
Virtu Financial
New York
$1.92M +$1.9M +46,242 New
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$1.82M -$12.1K -296 -0.7%
MWP
46
Moller Wealth Partners
$1.74M
CANC
47
Culbertson A N & Co
Virginia
$1.59M -$16.4K -400 -1%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.58M +$461K +11,240 +42%
SIAS
49
Shine Investment Advisory Services
Colorado
$1.57M -$21.7K -530 -1%
KA
50
Kovack Advisors
Florida
$1.48M +$477K +11,642 +48%