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WisdomTree US LargeCap Dividend Fund

99 hedge funds and large institutions have $1.11B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1% more funds holding

Funds holding: 9899 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

3% less capital invested

Capital invested by funds: $1.15B → $1.11B (-$37.4M)

9.24% less ownership

Funds ownership: 112.28%103.04% (-9.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $212K

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.85%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
13
Increased
33
Reduced
33
Closed
11
Calls
Puts
$212K
Net Calls
-$212K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
Optimum Investment Advisors
Illinois
$1.19M -$10.3K -300 -0.9%
CG
52
Colony Group
Massachusetts
$1.08M -$157K -4,558 -13%
William Blair & Company
53
William Blair & Company
Illinois
$1.05M -$153K -4,426 -13%
CANC
54
Culbertson A N & Co
Virginia
$1M
MFS
55
MSI Financial Services
Massachusetts
$988K -$99.2K -2,876 -9%
JMPWA
56
JP Morgan Private Wealth Advisors
California
$960K -$266K -7,700 -22%
EWA
57
Exencial Wealth Advisors
Oklahoma
$785K +$414 +12 +0.1%
CA
58
Cetera Advisors
Colorado
$763K -$11K -320 -1%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$664K +$647K +18,762 New
BC
60
Bartlett & Co
Ohio
$620K
AA
61
Ancora Advisors
Ohio
$612K
BCM
62
Beck Capital Management
Texas
$596K -$5.45K -158 -0.9%
CC
63
Courier Capital
New York
$584K
RJT
64
Raymond James Trust
Florida
$542K -$141K -4,088 -21%
US Bancorp
65
US Bancorp
Minnesota
$529K
PLFAM
66
Pineno Levin & Ford Asset Management
Virginia
$514K +$12.4K +360 +3%
VKH
67
Virtu KCG Holdings
New York
$499K +$486K +14,100 New
BJL
68
Brighton Jones LLC
Washington
$474K +$2.55K +74 +0.6%
Stifel Financial
69
Stifel Financial
Missouri
$460K +$43.4K +1,258 +11%
PAG
70
Private Advisor Group
New Jersey
$425K +$192K +5,554 +86%
AR
71
Advisory Research
Illinois
$405K
Ameriprise
72
Ameriprise
Minnesota
$401K +$27.5K +796 +8%
CWM
73
Concert Wealth Management
California
$369K -$69 -2 -0%
CL
74
Choreo LLC
Illinois
$368K
MA
75
MCF Advisors
Kentucky
$304K