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WisdomTree US LargeCap Dividend Fund

191 hedge funds and large institutions have $1.03B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% less capital invested

Capital invested by funds: $1.05B → $1.03B (-$19.5M)

1% less funds holding

Funds holding: 193191 (-2)

1.04% less ownership

Funds ownership: 108.35%107.32% (-1%)

40% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 68

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $522K

Holders
191
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
14
Increased
41
Reduced
68
Closed
11
Calls
Puts
$522K
Net Calls
-$522K
Net Calls Change
-$158K
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$6.34M -$4.2M -93,628 -40%
SP
27
Sarasin & Partners
United Kingdom
$6.21M +$6.21M +138,428 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$6.1M -$1.32M -29,478 -18%
PP
29
PagnatoKarp Partners
Virginia
$6.03M +$95.5K +2,128 +2%
GWA
30
Guidant Wealth Advisors
Illinois
$5.16M -$26.4K -588 -0.3%
VC
31
Vestor Capital
Illinois
$5.02M +$16.2K +360 +0.3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$4.93M -$312K -6,944 -6%
CI
33
CX Institutional
Indiana
$4.72M +$4.72M +105,148 New
MWM
34
Mission Wealth Management
California
$4.38M -$124K -2,754 -3%
PWAP
35
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.94M -$2.6K -58 -0.1%
GFPC
36
Global Financial Private Capital
Florida
$3.89M -$30.7K -684 -0.8%
PCM
37
Perritt Capital Management
Illinois
$3.84M +$90.8K +2,024 +2%
Citadel Advisors
38
Citadel Advisors
Florida
$3.58M +$3.32M +73,944 +1,242%
LW
39
Linscomb Wealth
Texas
$3.47M
CT
40
CPF Texas
Texas
$3.45M -$74.2K -1,652 -2%
PA
41
Paracle Advisors
Washington
$3.25M -$48.8K -1,088 -1%
NFG
42
Nadler Financial Group
Illinois
$3.15M +$213K +4,750 +7%
UCFA
43
United Capital Financial Advisors
Texas
$3.08M -$51.5K -1,148 -2%
AG
44
Advisor Group
Arizona
$2.68M -$75.7K -1,686 -3%
SPIA
45
Steward Partners Investment Advisory
New York
$2.66M -$636K -14,172 -19%
Stifel Financial
46
Stifel Financial
Missouri
$2.39M -$105K -2,336 -4%
HighTower Advisors
47
HighTower Advisors
Illinois
$2.33M -$149K -3,310 -6%
CWM
48
Circle Wealth Management
New Jersey
$2.21M +$9.88K +220 +0.4%
William Blair & Company
49
William Blair & Company
Illinois
$2.19M -$108K -2,406 -5%
AP
50
Advisors Preferred
Maryland
$2.17M +$1.12M +25,006 +107%