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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

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 9598 (+3)

2.61% more ownership

Funds ownership: 109.67%112.28% (+2.6%)

2% more capital invested

Capital invested by funds: $1.13B → $1.15B (+$20.3M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

21% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 39

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.83%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
10
Increased
31
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
76
Choreo LLC
Illinois
$351K +$341K +10,390 New
MA
77
MCF Advisors
Kentucky
$304K
PPA
78
Parametric Portfolio Associates
Washington
$293K -$57.4K -1,748 -17%
CC
79
Callan Capital
California
$283K
CIS
80
Connors Investor Services
Pennsylvania
$255K
VA
81
Valmark Advisers
Ohio
$239K
ST
82
Spinnaker Trust
Maine
$229K
PAG
83
Private Advisor Group
New Jersey
$218K +$212K +6,452 New
Comerica Bank
84
Comerica Bank
Texas
$217K +$210K +6,410 New
LIA
85
LS Investment Advisors
Michigan
$196K
TF
86
Trutina Financial
Washington
$131K +$127K +3,880 New
FAM
87
Formidable Asset Management
Ohio
$74K
VIA
88
Vantage Investment Advisors
Pennsylvania
$52K
PP
89
Palladium Partners
Virginia
$49K +$47.6K +1,450 New
BCI
90
Brinker Capital Investments
Pennsylvania
$33K +$32.1K +978 New
GT
91
Glenmede Trust
Pennsylvania
$32K +$31.2K +950 New
BFEC
92
Benjamin F. Edwards & Company
Missouri
$30K
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$22K -$83K -2,528 -80%
HI
94
Hudock Inc
Pennsylvania
$21K -$93.6K -2,852 -82%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$21K -$27.6K -842 -57%
AC
96
Alexandria Capital
Virginia
$6K
WEC
97
Winslow Evans & Crocker
Massachusetts
$5.07K
HCM
98
Horrell Capital Management
Arkansas
$4K
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
-$1.41M -42,328 Closed
MHS
100
M Holdings Securities
Oregon
-$1.38M -41,398 Closed