We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

119 hedge funds and large institutions have $887M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2% less funds holding

Funds holding: 122119 (-3)

8.37% less ownership

Funds ownership: 105.66%97.29% (-8.4%)

20% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 44

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

35% less capital invested

Capital invested by funds: $1.36B → $887M (-$471M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $290K

Holders
119
Holders Change
-3
Holders Change %
-2.46%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
17
Increased
35
Reduced
44
Closed
18
Calls
Puts
$290K
Net Calls
-$290K
Net Calls Change
-$290K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$1.38M -$59.5K -1,600 -4%
WGCA
52
Wolf Group Capital Advisors
Virginia
$1.3M +$1.34M +36,000 New
Ameriprise
53
Ameriprise
Minnesota
$1.28M +$76.8K +2,064 +6%
William Blair & Company
54
William Blair & Company
Illinois
$1.15M -$14.1K -378 -1%
CANC
55
Culbertson A N & Co
Virginia
$1.09M +$12.6K +340 +1%
CA
56
Cetera Advisors
Colorado
$884K
CG
57
Colony Group
Massachusetts
$817K -$105K -2,820 -11%
AIG
58
American International Group
New York
$674K -$901K -24,220 -57%
SIA
59
Starfire Investment Advisers
Michigan
$647K +$1.12K +30 +0.2%
Stifel Financial
60
Stifel Financial
Missouri
$627K +$207K +5,556 +47%
BC
61
Bartlett & Co
Ohio
$577K +$15.6K +420 +3%
RTS
62
Round Table Services
New Jersey
$571K +$521 +14 +0.1%
AA
63
Ancora Advisors
Ohio
$522K +$535K +14,390 New
PLFAM
64
Pineno Levin & Ford Asset Management
Virginia
$519K
VF
65
Virtu Financial
New York
$508K +$209K +5,624 +67%
CC
66
Courier Capital
New York
$497K
BCM
67
Beck Capital Management
Texas
$489K -$41.1K -1,106 -8%
US Bancorp
68
US Bancorp
Minnesota
$467K -$4.98K -134 -1%
VC
69
Vestor Capital
Illinois
$462K +$474K +12,740 New
AR
70
Advisory Research
Illinois
$451K +$44.6K +1,200 +11%
CWM
71
Concert Wealth Management
California
$395K +$404K +10,866 New
ONB
72
Old National Bancorp
Indiana
$379K -$210K -5,634 -35%
CL
73
Choreo LLC
Illinois
$377K
TCM
74
Tufton Capital Management
Maryland
$377K
PIA
75
Peachtree Investment Advisors
Georgia
$365K -$7.44K -200 -2%