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WisdomTree US LargeCap Dividend Fund

191 hedge funds and large institutions have $1.03B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% less capital invested

Capital invested by funds: $1.05B → $1.03B (-$19.5M)

1% less funds holding

Funds holding: 193191 (-2)

1.04% less ownership

Funds ownership: 108.35%107.32% (-1%)

40% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 68

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $522K

Holders
191
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
14
Increased
41
Reduced
68
Closed
11
Calls
Puts
$522K
Net Calls
-$522K
Net Calls Change
-$158K
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
51
Baker Avenue Asset Management
California
$2.16M +$368K +8,202 +21%
FAIM
52
Financial Advocates Investment Management
Washington
$2.14M -$6.37K -142 -0.3%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$2.04M +$368K +8,202 +22%
MHS
54
M Holdings Securities
Oregon
$2.02M +$7.27K +162 +0.4%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$1.97M +$64.7K +1,442 +3%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$1.89M -$7.99K -178 -0.4%
MWP
57
Moller Wealth Partners
$1.86M
SIAS
58
Shine Investment Advisory Services
Colorado
$1.7M
M&T Bank
59
M&T Bank
New York
$1.63M
Bank of New York Mellon
60
Bank of New York Mellon
New York
$1.59M -$1.48M -32,960 -48%
CANC
61
Culbertson A N & Co
Virginia
$1.57M +$6.73K +150 +0.4%
KA
62
Kovack Advisors
Florida
$1.52M -$69K -1,538 -4%
SCA
63
STALEY CAPITAL ADVISERS
Pennsylvania
$1.46M
ACG
64
Allen Capital Group
Nebraska
$1.4M
Brown Advisory
65
Brown Advisory
Maryland
$1.36M -$46.3K -1,032 -3%
IA
66
IFG Advisory
Georgia
$1.35M -$59.9K -1,334 -2%
Jane Street
67
Jane Street
New York
$1.35M +$1.35M +30,060 New
Citigroup
68
Citigroup
New York
$1.31M -$286K -6,380 -18%
TRCT
69
Tower Research Capital (TRC)
New York
$1.3M +$498K +11,104 +62%
Cerity Partners
70
Cerity Partners
New York
$1.21M +$6.19K +138 +0.5%
VFA
71
Valeo Financial Advisors
Indiana
$1.18M
DADC
72
D.A. Davidson & Co
Montana
$1.09M -$16K -356 -1%
NWS
73
Newport Wealth Strategies
California
$938K -$1.02M -22,700 -52%
KeyBank National Association
74
KeyBank National Association
Ohio
$906K +$907K +20,200 New
MML Investors Services
75
MML Investors Services
Massachusetts
$851K +$84.5K +1,882 +11%