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WisdomTree US LargeCap Dividend Fund

135 hedge funds and large institutions have $907M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

13% more capital invested

Capital invested by funds: $802M → $907M (+$104M)

13% more funds holding

Funds holding: 120135 (+15)

7.46% more ownership

Funds ownership: 97.85%105.32% (+7.5%)

2% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
135
Holders Change
+15
Holders Change %
+12.5%
% of All Funds
3.54%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
21
Increased
42
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
51
M&T Bank
New York
$1.21M -$381K -10,638 -24%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$1.11M
Ameriprise
53
Ameriprise
Minnesota
$1.1M +$159K +4,430 +17%
HWP
54
Hefty Wealth Partners
Indiana
$1.06M +$1.07M +29,850 New
FAAS
55
First Allied Advisory Services
California
$976K -$2.48M -69,382 -72%
William Blair & Company
56
William Blair & Company
Illinois
$938K +$78.3K +2,188 +9%
MHS
57
M Holdings Securities
Oregon
$922K -$21.5K -600 -2%
CA
58
Cetera Advisors
Colorado
$913K +$43.3K +1,210 +5%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$827K +$379K +10,580 +84%
AIG
60
American International Group
New York
$792K +$139K +3,894 +21%
CG
61
Colony Group
Massachusetts
$739K -$38.7K -1,080 -5%
Stifel Financial
62
Stifel Financial
Missouri
$692K +$66K +1,844 +10%
GS
63
Girard Securities
California
$671K +$673K +18,792 New
FA
64
FDx Advisors
Illinois
$653K +$658K +18,370 New
KA
65
Kovack Advisors
Florida
$639K -$43K -1,202 -6%
SIA
66
Starfire Investment Advisers
Michigan
$596K -$23.3K -650 -4%
EWA
67
Exencial Wealth Advisors
Oklahoma
$596K -$53.7K -1,500 -8%
SG Americas Securities
68
SG Americas Securities
New York
$584K -$910K -25,400 -61%
RTS
69
Round Table Services
New Jersey
$561K +$573 +16 +0.1%
BC
70
Bartlett & Co
Ohio
$560K -$7.16K -200 -1%
AR
71
Advisory Research
Illinois
$521K
AA
72
Ancora Advisors
Ohio
$515K +$3.22K +90 +0.6%
PLFAM
73
Pineno Levin & Ford Asset Management
Virginia
$509K
PAG
74
Private Advisor Group
New Jersey
$490K -$101K -2,814 -17%
CC
75
Courier Capital
New York
$487K