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WisdomTree US LargeCap Dividend Fund

93 hedge funds and large institutions have $995M invested in WisdomTree US LargeCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more funds holding

Funds holding: 8493 (+9)

6% more capital invested

Capital invested by funds: $935M → $995M (+$60.2M)

10.03% less ownership

Funds ownership: 117.71%107.67% (-10%)

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
13
Increased
30
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
51
Colony Group
Massachusetts
$935K -$410K -13,288 -30%
FAAS
52
First Allied Advisory Services
California
$852K -$61.7K -2,002 -7%
CANC
53
Culbertson A N & Co
Virginia
$843K +$4.93K +160 +0.6%
JMPWA
54
JP Morgan Private Wealth Advisors
California
$830K
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$786K +$792K +25,682 New
RTS
56
Round Table Services
New Jersey
$766K +$493 +16 +0.1%
EWA
57
Exencial Wealth Advisors
Oklahoma
$708K +$432 +14 +0.1%
DG
58
Davidson & Garrard
Virginia
$620K
BC
59
Bartlett & Co
Ohio
$556K
CC
60
Courier Capital
New York
$514K -$70.3K -2,280 -12%
AA
61
Ancora Advisors
Ohio
$511K
JP Morgan Chase
62
JP Morgan Chase
New York
$508K -$2.53K -82 -0.5%
US Bancorp
63
US Bancorp
Minnesota
$495K
RJT
64
Raymond James Trust
Florida
$470K -$119K -3,848 -20%
BJL
65
Brighton Jones LLC
Washington
$457K -$27.3K -886 -6%
Deutsche Bank
66
Deutsche Bank
Germany
$408K +$161K +5,216 +64%
VF
67
Virtu Financial
New York
$379K -$657K -21,302 -63%
AR
68
Advisory Research
Illinois
$351K
CWM
69
Concert Wealth Management
California
$338K -$2.16K -70 -0.6%
MA
70
MCF Advisors
Kentucky
$304K +$92.5K +3,000 +50%
PPA
71
Parametric Portfolio Associates
Washington
$285K -$14.5K -470 -5%
Ameriprise
72
Ameriprise
Minnesota
$274K +$69.3K +2,246 +33%
ST
73
Spinnaker Trust
Maine
$260K -$11.1K -360 -4%
CC
74
Callan Capital
California
$256K
BP
75
Banyan Partners
Florida
$255K +$256K +8,318 New