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WisdomTree US LargeCap Dividend Fund

135 hedge funds and large institutions have $907M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

13% more capital invested

Capital invested by funds: $802M → $907M (+$104M)

13% more funds holding

Funds holding: 120135 (+15)

7.46% more ownership

Funds ownership: 97.85%105.32% (+7.5%)

2% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
135
Holders Change
+15
Holders Change %
+12.5%
% of All Funds
3.54%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
21
Increased
42
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$459K
VC
77
Vestor Capital
Illinois
$450K +$24.9K +694 +6%
CWM
78
Concert Wealth Management
California
$443K +$25.6K +714 +6%
BCM
79
Beck Capital Management
Texas
$414K -$47.3K -1,320 -10%
MFS
80
Madrona Financial Services
Washington
$385K
Millennium Management
81
Millennium Management
New York
$375K +$377K +10,534 New
CL
82
Choreo LLC
Illinois
$370K
TCM
83
Tufton Capital Management
Maryland
$370K
BJL
84
Brighton Jones LLC
Washington
$361K +$2.08K +58 +0.6%
CS
85
Credit Suisse
Switzerland
$355K -$1.02M -28,356 -74%
PIA
86
Peachtree Investment Advisors
Georgia
$345K
RJT
87
Raymond James Trust
Florida
$287K -$1.79K -50 -0.6%
HFS
88
HL Financial Services
Kentucky
$286K +$288K +8,032 New
CC
89
Callan Capital
California
$267K
ONB
90
Old National Bancorp
Indiana
$264K -$58.8K -1,642 -18%
VA
91
Valmark Advisers
Ohio
$252K
EWA
92
EP Wealth Advisors
California
$238K +$240K +6,690 New
Truist Financial
93
Truist Financial
North Carolina
$235K
WTC
94
WhitTier Trust Company
Nevada
$234K
PPA
95
Parametric Portfolio Associates
Washington
$228K -$141K -3,940 -38%
FIM
96
Freedom Investment Management
Connecticut
$222K +$224K +6,248 New
ST
97
Spinnaker Trust
Maine
$218K
LIA
98
LS Investment Advisors
Michigan
$206K
MFT
99
Moisand Fitzgerald Tamayo
Florida
$201K +$203K +5,664 New
WDL
100
Well Done LLC
Michigan
$201K +$203K +5,664 New