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WisdomTree US LargeCap Dividend Fund

99 hedge funds and large institutions have $1.11B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1% more funds holding

Funds holding: 9899 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

3% less capital invested

Capital invested by funds: $1.15B → $1.11B (-$37.4M)

9.24% less ownership

Funds ownership: 112.28%103.04% (-9.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $212K

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.85%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
13
Increased
33
Reduced
33
Closed
11
Calls
Puts
$212K
Net Calls
-$212K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
76
Peachtree Investment Advisors
Georgia
$304K +$296K +8,588 New
CC
77
Callan Capital
California
$296K
AT
78
Arden Trust
Delaware
$294K -$75.3K -2,182 -21%
GAG
79
GM Advisory Group
New York
$278K -$240K -6,958 -47%
PPA
80
Parametric Portfolio Associates
Washington
$275K -$30.4K -880 -10%
SC
81
SouthState Corp
Florida
$259K +$253K +7,326 New
VA
82
Valmark Advisers
Ohio
$251K
CIS
83
Connors Investor Services
Pennsylvania
$238K -$27.6K -800 -11%
ST
84
Spinnaker Trust
Maine
$235K -$4.97K -144 -2%
LIA
85
LS Investment Advisors
Michigan
$205K
HI
86
Hudock Inc
Pennsylvania
$131K +$106K +3,082 +504%
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$78K +$75.9K +2,200 New
FAM
88
Formidable Asset Management
Ohio
$76K
VIA
89
Vantage Investment Advisors
Pennsylvania
$55K
BCI
90
Brinker Capital Investments
Pennsylvania
$51K +$15.9K +462 +47%
JWA
91
JFS Wealth Advisors
Pennsylvania
$32K -$984K -28,530 -97%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$32K
SNT
93
Security National Trust
West Virginia
$28K +$27.6K +800 New
NFG
94
Next Financial Group
Texas
$25K +$24.6K +712 New
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$22K
AC
96
Alexandria Capital
Virginia
$6K
WEC
97
Winslow Evans & Crocker
Massachusetts
$5.31K
HCM
98
Horrell Capital Management
Arkansas
$4K
BRWA
99
B. Riley Wealth Advisors
Florida
$1.42K +$1.38K +40 New
WBG
100
Wharton Business Group
Pennsylvania
-$10M -296,250 Closed