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WisdomTree US LargeCap Dividend Fund

161 hedge funds and large institutions have $998M invested in WisdomTree US LargeCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

6% more funds holding

Funds holding: 152161 (+9)

1.37% more ownership

Funds ownership: 101.54%102.91% (+1.4%)

1% more capital invested

Capital invested by funds: $992M → $998M (+$6.07M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

48% less call options, than puts

Call options by funds: $307K | Put options by funds: $589K

51% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 67

Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
19
Increased
33
Reduced
67
Closed
9
Calls
$307K
Puts
$589K
Net Calls
-$282K
Net Calls Change
-$250K
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
51
M&T Bank
New York
$1.48M +$91.1K +2,222 +7%
SCA
52
STALEY CAPITAL ADVISERS
Pennsylvania
$1.35M -$8.2K -200 -0.6%
HWP
53
Hefty Wealth Partners
Indiana
$1.3M -$949K -23,152 -43%
OIA
54
Optimum Investment Advisors
Illinois
$1.26M -$83.2K -2,030 -6%
Stifel Financial
55
Stifel Financial
Missouri
$1.23M -$186K -4,542 -13%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$1.19M -$2.05M -50,114 -64%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$1.16M -$1.21M -29,584 -51%
Brown Advisory
58
Brown Advisory
Maryland
$1.16M
CG
59
Caprock Group
Idaho
$1.14M -$95.5K -2,330 -8%
Cerity Partners
60
Cerity Partners
New York
$1.08M +$1.07M +26,082 New
MHS
61
M Holdings Securities
Oregon
$1.07M
NPC
62
National Planning Corporation
California
$974K -$1.75M -42,818 -65%
Jane Street
63
Jane Street
New York
$888K -$893K -21,782 -50%
CIM
64
Confluence Investment Management
Missouri
$857K -$119K -2,900 -12%
Ameriprise
65
Ameriprise
Minnesota
$834K -$34.5K -842 -4%
CAN
66
Cetera Advisor Networks
California
$757K -$51.4K -1,254 -6%
FAAS
67
First Allied Advisory Services
California
$745K -$47.8K -1,166 -6%
SIA
68
Starfire Investment Advisers
Michigan
$691K +$10.2K +250 +2%
BC
69
Bartlett & Co
Ohio
$679K -$5.33K -130 -0.8%
EWA
70
Exencial Wealth Advisors
Oklahoma
$667K
CG
71
Colony Group
Massachusetts
$615K -$7.54K -184 -1%
HIC
72
Holderness Investments Company
North Carolina
$611K +$604K +14,742 New
DADC
73
D.A. Davidson & Co
Montana
$608K +$131K +3,208 +28%
US Bancorp
74
US Bancorp
Minnesota
$600K -$8.93K -218 -1%
GAG
75
GM Advisory Group
New York
$597K +$25.9K +632 +5%