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WisdomTree US LargeCap Dividend Fund

147 hedge funds and large institutions have $925M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

2% more funds holding

Funds holding: 144147 (+3)

9% more call options, than puts

Call options by funds: $269K | Put options by funds: $246K

1% more capital invested

Capital invested by funds: $912M → $925M (+$13.6M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7.08% less ownership

Funds ownership: 102.31%95.24% (-7.1%)

24% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 50

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
3.92%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
18
Increased
38
Reduced
50
Closed
12
Calls
$269K
Puts
$246K
Net Calls
+$23K
Net Calls Change
+$197K
Name Holding Trade Value Shares
Change
Change in
Stake
GS
76
Girard Securities
California
$505K -$41.4K -1,072 -8%
KLI
77
Kelman-Lazarov Inc
Tennessee
$490K -$32.8K -850 -6%
PAG
78
Private Advisor Group
New Jersey
$482K +$35K +906 +8%
PLFAM
79
Pineno Levin & Ford Asset Management
Virginia
$464K -$82.6K -2,140 -15%
HighTower Advisors
80
HighTower Advisors
Illinois
$456K +$78.2K +2,026 +21%
AT
81
Arden Trust
Delaware
$430K +$431K +11,172 New
SAM
82
SignalPoint Asset Management
Missouri
$422K -$44.3K -1,146 -9%
CWM
83
Concert Wealth Management
California
$414K -$81.4K -2,108 -16%
OC
84
Oppenheimer & Co
New York
$410K +$19.3K +500 +5%
CC
85
Courier Capital
New York
$405K
BCM
86
Beck Capital Management
Texas
$404K -$21.2K -550 -5%
CL
87
Choreo LLC
Illinois
$400K
TCM
88
Tufton Capital Management
Maryland
$400K
BJL
89
Brighton Jones LLC
Washington
$397K +$2.08K +54 +0.5%
PIA
90
Peachtree Investment Advisors
Georgia
$373K
BSW
91
Buckingham Strategic Wealth
Missouri
$316K
HFS
92
HL Financial Services
Kentucky
$309K
DADC
93
D.A. Davidson & Co
Montana
$305K +$88.5K +2,292 +41%
GWM
94
Geneos Wealth Management
Colorado
$301K +$309 +8 +0.1%
FA
95
FDx Advisors
Illinois
$280K -$143K -3,704 -34%
VA
96
Valmark Advisers
Ohio
$272K
MFP
97
Mosaic Financial Partners
California
$261K
Truist Financial
98
Truist Financial
North Carolina
$254K -$11K -286 -4%
WTC
99
WhitTier Trust Company
Nevada
$253K
CA
100
Cetera Advisors
Colorado
$240K -$1.93K -50 -0.8%