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WisdomTree US LargeCap Dividend Fund

98 hedge funds and large institutions have $1.15B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 9598 (+3)

2.61% more ownership

Funds ownership: 109.67%112.28% (+2.6%)

2% more capital invested

Capital invested by funds: $1.13B → $1.15B (+$20.3M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

21% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 39

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.83%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
10
Increased
31
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$1.09M -$134K -4,080 -11%
MFS
52
MSI Financial Services
Massachusetts
$1.04M -$246K -7,492 -20%
JWA
53
JFS Wealth Advisors
Pennsylvania
$995K -$1.97M -59,894 -67%
CANC
54
Culbertson A N & Co
Virginia
$961K -$14.4K -440 -2%
EWA
55
Exencial Wealth Advisors
Oklahoma
$745K +$460 +14 +0.1%
CA
56
Cetera Advisors
Colorado
$742K +$75.2K +2,290 +12%
DG
57
Davidson & Garrard
Virginia
$685K
RJT
58
Raymond James Trust
Florida
$657K +$105K +3,188 +20%
BC
59
Bartlett & Co
Ohio
$593K
AA
60
Ancora Advisors
Ohio
$585K -$6.57K -200 -1%
BCM
61
Beck Capital Management
Texas
$577K -$6.5K -198 -1%
Northern Trust
62
Northern Trust
Illinois
$558K -$80.4K -2,450 -13%
CC
63
Courier Capital
New York
$558K
JP Morgan Chase
64
JP Morgan Chase
New York
$536K -$22.3K -680 -4%
RTS
65
Round Table Services
New Jersey
$531K -$16K -488 -3%
US Bancorp
66
US Bancorp
Minnesota
$505K -$79.7K -2,428 -14%
GAG
67
GM Advisory Group
New York
$502K
AI
68
Atria Investments
North Carolina
$491K -$2.71M -82,486 -85%
PLFAM
69
Pineno Levin & Ford Asset Management
Virginia
$479K +$76.8K +2,340 +20%
BJL
70
Brighton Jones LLC
Washington
$450K +$2.69K +82 +0.6%
Stifel Financial
71
Stifel Financial
Missouri
$397K +$385K +11,744 New
AR
72
Advisory Research
Illinois
$387K
CWM
73
Concert Wealth Management
California
$365K -$2.1K -64 -0.6%
Ameriprise
74
Ameriprise
Minnesota
$356K -$30.8K -938 -8%
AT
75
Arden Trust
Delaware
$355K +$79.7K +2,428 +30%