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WisdomTree US LargeCap Dividend Fund

100 hedge funds and large institutions have $1.14B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5.49% more ownership

Funds ownership: 103.04%108.53% (+5.5%)

1% more funds holding

Funds holding: 99100 (+1)

3% more capital invested

Capital invested by funds: $1.11B → $1.14B (+$33M)

15% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 41

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $484K

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
6
Increased
35
Reduced
41
Closed
5
Calls
Puts
$484K
Net Calls
-$484K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
76
Virtu KCG Holdings
New York
$328K -$174K -4,880 -35%
PIA
77
Peachtree Investment Advisors
Georgia
$327K +$21.4K +602 +7%
MA
78
MCF Advisors
Kentucky
$304K
AT
79
Arden Trust
Delaware
$292K -$3.42K -96 -1%
CC
80
Callan Capital
California
$268K -$29.7K -834 -10%
VA
81
Valmark Advisers
Ohio
$252K
SC
82
SouthState Corp
Florida
$248K -$12.8K -360 -5%
ST
83
Spinnaker Trust
Maine
$236K
Neuberger Berman Group
84
Neuberger Berman Group
New York
$222K +$222K +6,246 New
CIS
85
Connors Investor Services
Pennsylvania
$211K -$28.5K -800 -12%
LIA
86
LS Investment Advisors
Michigan
$206K
HI
87
Hudock Inc
Pennsylvania
$154K +$22.6K +634 +17%
NFG
88
Next Financial Group
Texas
$88K +$62.7K +1,760 +247%
BBPWM
89
Blue Bell Private Wealth Management
Pennsylvania
$78K
BCI
90
Brinker Capital Investments
Pennsylvania
$63K +$11.5K +322 +22%
VIA
91
Vantage Investment Advisors
Pennsylvania
$55K
FAM
92
Formidable Asset Management
Ohio
$46K -$32.4K -910 -42%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$44K +$43.7K +1,228 New
BFEC
94
Benjamin F. Edwards & Company
Missouri
$32K
JWA
95
JFS Wealth Advisors
Pennsylvania
$32K
SNT
96
Security National Trust
West Virginia
$28K
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$22K
AC
98
Alexandria Capital
Virginia
$6K
WEC
99
Winslow Evans & Crocker
Massachusetts
$5.34K +$71 +2 +1%
HCM
100
Horrell Capital Management
Arkansas
$4K