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WisdomTree US LargeCap Dividend Fund

122 hedge funds and large institutions have $1.36B invested in WisdomTree US LargeCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

1% more funds holding

Funds holding: 121122 (+1)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

7.11% less ownership

Funds ownership: 112.77%105.66% (-7.1%)

18% less capital invested

Capital invested by funds: $1.65B → $1.36B (-$293M)

31% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 48

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
19
Increased
33
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$1.45M +$164K +4,442 +13%
M&T Bank
52
M&T Bank
New York
$1.38M +$128K +3,462 +10%
OIA
53
Optimum Investment Advisors
Illinois
$1.32M +$80.3K +2,174 +6%
KA
54
Kovack Advisors
Florida
$1.31M +$453K +12,258 +52%
Ameriprise
55
Ameriprise
Minnesota
$1.22M -$130K -3,518 -10%
William Blair & Company
56
William Blair & Company
Illinois
$1.18M +$46.2K +1,250 +4%
JMPWA
57
JP Morgan Private Wealth Advisors
California
$1.17M +$188K +5,084 +19%
CANC
58
Culbertson A N & Co
Virginia
$1.09M +$28.7K +776 +3%
CG
59
Colony Group
Massachusetts
$929K -$21K -568 -2%
CA
60
Cetera Advisors
Colorado
$896K +$65.7K +1,780 +8%
EWA
61
Exencial Wealth Advisors
Oklahoma
$824K +$369 +10 +0%
FAAS
62
First Allied Advisory Services
California
$770K -$664K -17,972 -46%
Jane Street
63
Jane Street
New York
$732K -$6.37M -172,582 -90%
RJT
64
Raymond James Trust
Florida
$727K -$462K -12,504 -39%
SIA
65
Starfire Investment Advisers
Michigan
$653K +$658K +17,826 New
ONB
66
Old National Bancorp
Indiana
$590K -$379K -10,258 -39%
RTS
67
Round Table Services
New Jersey
$577K +$369 +10 +0.1%
BC
68
Bartlett & Co
Ohio
$568K -$22.2K -600 -4%
VKH
69
Virtu KCG Holdings
New York
$564K +$569K +15,400 New
AA
70
Ancora Advisors
Ohio
$542K -$546K -14,792 Closed
BCM
71
Beck Capital Management
Texas
$535K -$22.8K -618 -4%
PLFAM
72
Pineno Levin & Ford Asset Management
Virginia
$525K -$7.02K -190 -1%
CC
73
Courier Capital
New York
$502K -$59.1K -1,600 -10%
MFS
74
Madrona Financial Services
Washington
$498K +$591 +16 +0.1%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$481K +$443K +12,004 +1,064%