WisdomTree US LargeCap Dividend Fund
98 hedge funds and large institutions have $1.15B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
21% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 39
Holders
98
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$15.4M | |
| 2 | +$14.6M | |
| 3 | +$9.56M | |
| 4 |
FAAM
First Allied Asset Management
San Diego,
California
|
+$4.83M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.85M |
Top Sellers
| 1 | -$35.1M | |
| 2 | -$7.96M | |
| 3 | -$4.5M | |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.79M |
| 5 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$2.03M |