WisdomTree US LargeCap Dividend Fund
120 hedge funds and large institutions have $802M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 44 reducing their positions, and 9 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 funds holding in top 10
Funds holding in top 10: →
10% less capital invested
Capital invested by funds: $887M → $802M (-$84.8M)
25% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 44
Holders
120
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$13.6M | |
| 2 | +$11.6M | |
| 3 | +$3.94M | |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.79M |
| 5 |
SIAS
Shine Investment Advisory Services
Lone Tree,
Colorado
|
+$1.39M |
Top Sellers
| 1 | -$11.3M | |
| 2 | -$9.99M | |
| 3 | -$5.71M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.8M |
| 5 |
Morgan Stanley
New York
|
-$4.73M |