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WisdomTree US LargeCap Dividend Fund

171 hedge funds and large institutions have $1.03B invested in WisdomTree US LargeCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $522K

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

2% more funds holding

Funds holding: 168171 (+3)

1.28% more ownership

Funds ownership: 104.04%105.33% (+1.3%)

3% more capital invested

Capital invested by funds: $1,000M → $1.03B (+$33.5M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 52

Holders
171
Holders Change
+3
Holders Change %
+1.79%
% of All Funds
4.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
14
Increased
50
Reduced
52
Closed
9
Calls
$1.16M
Puts
$522K
Net Calls
+$633K
Net Calls Change
-$266K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$1.94M -$39.7K -932 -2%
MWP
52
Moller Wealth Partners
$1.82M
CANC
53
Culbertson A N & Co
Virginia
$1.65M
SIAS
54
Shine Investment Advisory Services
Colorado
$1.64M
M&T Bank
55
M&T Bank
New York
$1.58M -$4.77K -112 -0.3%
Citigroup
56
Citigroup
New York
$1.53M -$631K -14,814 -30%
Brown Advisory
57
Brown Advisory
Maryland
$1.47M
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.45M +$128K +3,004 +10%
KA
59
Kovack Advisors
Florida
$1.44M -$5.97K -140 -0.4%
SCA
60
STALEY CAPITAL ADVISERS
Pennsylvania
$1.41M
Citadel Advisors
61
Citadel Advisors
Florida
$1.32M +$494K +11,584 +61%
Stifel Financial
62
Stifel Financial
Missouri
$1.32M +$852 +20 +0.1%
OIA
63
Optimum Investment Advisors
Illinois
$1.26M -$53.4K -1,252 -4%
Cerity Partners
64
Cerity Partners
New York
$1.15M +$7.07K +166 +0.6%
VFA
65
Valeo Financial Advisors
Indiana
$1.1M +$1.08M +25,276 New
DADC
66
D.A. Davidson & Co
Montana
$1.07M +$67.3K +1,580 +7%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$1.04M -$4.13M -96,804 -80%
SG Americas Securities
68
SG Americas Securities
New York
$893K +$749K +17,580 +589%
SPIA
69
Steward Partners Investment Advisory
New York
$789K +$670K +15,724 +637%
CAN
70
Cetera Advisor Networks
California
$760K -$5.45K -128 -0.7%
FAAS
71
First Allied Advisory Services
California
$732K -$69.4K -1,628 -9%
SIA
72
Starfire Investment Advisers
Michigan
$726K
CG
73
Caprock Group
Idaho
$710K -$53.5K -1,256 -7%
EWA
74
Exencial Wealth Advisors
Oklahoma
$705K
BC
75
Bartlett & Co
Ohio
$648K