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WisdomTree US LargeCap Dividend Fund

100 hedge funds and large institutions have $1.14B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5.49% more ownership

Funds ownership: 103.04%108.53% (+5.5%)

1% more funds holding

Funds holding: 99100 (+1)

3% more capital invested

Capital invested by funds: $1.11B → $1.14B (+$33M)

15% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 41

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $484K

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
6
Increased
35
Reduced
41
Closed
5
Calls
Puts
$484K
Net Calls
-$484K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
Optimum Investment Advisors
Illinois
$1.19M -$8.05K -226 -0.7%
CG
52
Colony Group
Massachusetts
$1.03M -$51.2K -1,438 -5%
ONB
53
Old National Bancorp
Indiana
$1.02M -$187K -5,240 -15%
CANC
54
Culbertson A N & Co
Virginia
$1.01M -$1.28K -36 -0.1%
MFS
55
MSI Financial Services
Massachusetts
$1M +$7.19K +202 +0.7%
PAG
56
Private Advisor Group
New Jersey
$981K +$554K +15,560 +130%
JMPWA
57
JP Morgan Private Wealth Advisors
California
$950K -$14.2K -400 -1%
EWA
58
Exencial Wealth Advisors
Oklahoma
$784K +$427 +12 +0.1%
CA
59
Cetera Advisors
Colorado
$767K
AA
60
Ancora Advisors
Ohio
$605K -$10K -282 -2%
BC
61
Bartlett & Co
Ohio
$591K -$32.4K -910 -5%
BCM
62
Beck Capital Management
Texas
$585K -$3.13K -88 -0.5%
CC
63
Courier Capital
New York
$566K -$21.4K -600 -4%
RTS
64
Round Table Services
New Jersey
$559K +$559K +15,706 New
PLFAM
65
Pineno Levin & Ford Asset Management
Virginia
$516K
SI
66
SII Investments
Wisconsin
$502K -$915K -25,694 -65%
Deutsche Bank
67
Deutsche Bank
Germany
$494K -$1.07M -30,102 -68%
RJT
68
Raymond James Trust
Florida
$489K -$55.5K -1,560 -10%
BJL
69
Brighton Jones LLC
Washington
$479K +$2.99K +84 +0.6%
US Bancorp
70
US Bancorp
Minnesota
$471K -$60.5K -1,700 -11%
Stifel Financial
71
Stifel Financial
Missouri
$418K -$44.6K -1,254 -10%
Ameriprise
72
Ameriprise
Minnesota
$404K +$712 +20 +0.2%
AR
73
Advisory Research
Illinois
$400K -$7.12K -200 -2%
CL
74
Choreo LLC
Illinois
$370K
CWM
75
Concert Wealth Management
California
$368K -$20.1K -564 -5%