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WisdomTree US LargeCap Dividend Fund

147 hedge funds and large institutions have $925M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

2% more funds holding

Funds holding: 144147 (+3)

9% more call options, than puts

Call options by funds: $269K | Put options by funds: $246K

1% more capital invested

Capital invested by funds: $912M → $925M (+$13.6M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7.08% less ownership

Funds ownership: 102.31%95.24% (-7.1%)

24% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 50

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
3.92%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
18
Increased
38
Reduced
50
Closed
12
Calls
$269K
Puts
$246K
Net Calls
+$23K
Net Calls Change
+$197K
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
51
M&T Bank
New York
$1.28M
OIA
52
Optimum Investment Advisors
Illinois
$1.28M -$130K -3,374 -9%
CG
53
Caprock Group
Idaho
$1.14M -$16.2K -420 -1%
JMPWA
54
JP Morgan Private Wealth Advisors
California
$1.11M -$60.2K -1,560 -5%
KA
55
Kovack Advisors
Florida
$1.07M +$196K +5,068 +22%
AG
56
Advisor Group
Arizona
$1.06M +$245K +6,352 +30%
MHS
57
M Holdings Securities
Oregon
$998K
Stifel Financial
58
Stifel Financial
Missouri
$978K +$50.9K +1,318 +5%
CAN
59
Cetera Advisor Networks
California
$944K -$75.7K -1,960 -7%
MFS
60
MSI Financial Services
Massachusetts
$937K -$466K -12,074 -33%
FAAS
61
First Allied Advisory Services
California
$836K -$52.2K -1,352 -6%
Brown Advisory
62
Brown Advisory
Maryland
$822K -$27.6K -716 -3%
CIM
63
Confluence Investment Management
Missouri
$802K +$805K +20,838 New
Ameriprise
64
Ameriprise
Minnesota
$787K -$3.63K -94 -0.5%
TRCT
65
Tower Research Capital (TRC)
New York
$779K +$771K +19,974 +7,990%
CG
66
Colony Group
Massachusetts
$746K -$27.4K -710 -4%
BC
67
Bartlett & Co
Ohio
$635K -$5.02K -130 -0.8%
SIA
68
Starfire Investment Advisers
Michigan
$635K -$10.8K -280 -2%
EWA
69
Exencial Wealth Advisors
Oklahoma
$612K -$55.3K -1,432 -8%
DW
70
Domani Wealth
Pennsylvania
$576K +$577K +14,954 New
AA
71
Ancora Advisors
Ohio
$567K +$9.81K +254 +2%
US Bancorp
72
US Bancorp
Minnesota
$560K +$9.65K +250 +2%
Millennium Management
73
Millennium Management
New York
$549K -$32.8K -850 -6%
AR
74
Advisory Research
Illinois
$534K
VC
75
Vestor Capital
Illinois
$530K +$26.3K +680 +5%