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WisdomTree US LargeCap Dividend Fund

93 hedge funds and large institutions have $995M invested in WisdomTree US LargeCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more funds holding

Funds holding: 8493 (+9)

6% more capital invested

Capital invested by funds: $935M → $995M (+$60.2M)

10.03% less ownership

Funds ownership: 117.71%107.67% (-10%)

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
13
Increased
30
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
76
American International Group
New York
$240K +$5.67K +184 +2%
CIS
77
Connors Investor Services
Pennsylvania
$230K -$4.93K -160 -2%
VA
78
Valmark Advisers
Ohio
$217K
AT
79
Arden Trust
Delaware
$213K +$215K +6,958 New
SNC
80
Stifel Nicolaus & Co
Missouri
$205K +$206K +6,684 New
LIA
81
LS Investment Advisors
Michigan
$178K +$179K +5,800 New
TF
82
Trutina Financial
Washington
$119K +$120K +3,880 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$112K +$32.9K +1,066 +42%
HI
84
Hudock Inc
Pennsylvania
$76K +$9.81K +318 +15%
FAM
85
Formidable Asset Management
Ohio
$66K +$66.6K +2,160 New
PP
86
Palladium Partners
Virginia
$46K
MIM
87
Macroview Investment Management
Maryland
$36K
GT
88
Glenmede Trust
Pennsylvania
$29K +$29.3K +950 New
BFEC
89
Benjamin F. Edwards & Company
Missouri
$28K +$27.8K +900 New
AWMS
90
Advocacy Wealth Management Services
Georgia
$7K
AC
91
Alexandria Capital
Virginia
$6K
HCM
92
Horrell Capital Management
Arkansas
$3K -$2.16K -70 -39%
WA
93
WFG Advisors
Texas
$3K
DS
94
DRW Securities
Illinois
-$2.13M -71,366 Closed
Northern Trust
95
Northern Trust
Illinois
-$683K -22,844 Closed
PFO
96
Pathstone Family Office
New Jersey
-$60K -2,000 Closed
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$12K -400 Closed