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WisdomTree US LargeCap Dividend Fund

122 hedge funds and large institutions have $1.36B invested in WisdomTree US LargeCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

1% more funds holding

Funds holding: 121122 (+1)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

7.11% less ownership

Funds ownership: 112.77%105.66% (-7.1%)

18% less capital invested

Capital invested by funds: $1.65B → $1.36B (-$293M)

31% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 48

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
19
Increased
33
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$478K -$7.09K -192 -1%
BJL
77
Brighton Jones LLC
Washington
$461K -$36.4K -986 -7%
SWP
78
Stratos Wealth Partners
Ohio
$440K -$236K -6,398 -35%
Stifel Financial
79
Stifel Financial
Missouri
$431K +$74 +2 +0%
WT
80
Whittier Trust
California
$421K +$424K +11,490 New
AR
81
Advisory Research
Illinois
$412K
TSS
82
Two Sigma Securities
New York
$405K +$408K +11,046 New
PAMG
83
Patton Albertson Miller Group
Tennessee
$383K -$1.12M -30,210 -74%
CL
84
Choreo LLC
Illinois
$381K -$43K -1,164 -10%
TCM
85
Tufton Capital Management
Maryland
$381K
PIA
86
Peachtree Investment Advisors
Georgia
$376K +$39.7K +1,076 +12%
MA
87
MCF Advisors
Kentucky
$330K
S
88
SignatureFD
Georgia
$329K -$986K -26,700 -75%
VF
89
Virtu Financial
New York
$307K +$310K +8,384 New
WF
90
WealthTrust Fairport
Ohio
$298K +$189K +5,122 +171%
PPA
91
Parametric Portfolio Associates
Washington
$285K
CC
92
Callan Capital
California
$276K
W
93
Wealthquest
Ohio
$272K -$1.33K -36 -0.5%
VA
94
Valmark Advisers
Ohio
$259K
Truist Financial
95
Truist Financial
North Carolina
$242K +$244K +6,600 New
ST
96
Spinnaker Trust
Maine
$234K
BSW
97
Buckingham Strategic Wealth
Missouri
$224K +$225K +6,100 New
SC
98
SouthState Corp
Florida
$217K -$14.3K -386 -6%
LIA
99
LS Investment Advisors
Michigan
$213K
CPIG
100
Chicago Partners Investment Group
Illinois
$199K +$7.31K +198 +4%