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WisdomTree US LargeCap Dividend Fund

161 hedge funds and large institutions have $998M invested in WisdomTree US LargeCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

6% more funds holding

Funds holding: 152161 (+9)

1.37% more ownership

Funds ownership: 101.54%102.91% (+1.4%)

1% more capital invested

Capital invested by funds: $992M → $998M (+$6.07M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

48% less call options, than puts

Call options by funds: $307K | Put options by funds: $589K

51% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 67

Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
19
Increased
33
Reduced
67
Closed
9
Calls
$307K
Puts
$589K
Net Calls
-$282K
Net Calls Change
-$250K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Ancora Advisors
Ohio
$588K
AR
77
Advisory Research
Illinois
$576K
PAG
78
Private Advisor Group
New Jersey
$540K -$9.92K -242 -2%
AT
79
Arden Trust
Delaware
$534K -$8.03K -196 -1%
KLI
80
Kelman-Lazarov Inc
Tennessee
$534K
DW
81
Domani Wealth
Pennsylvania
$529K -$41K -1,000 -7%
TSS
82
Two Sigma Securities
New York
$492K +$274K +6,676 +128%
PLFAM
83
Pineno Levin & Ford Asset Management
Virginia
$491K -$8.69K -212 -2%
CWM
84
Concert Wealth Management
California
$491K
CC
85
Courier Capital
New York
$436K
CL
86
Choreo LLC
Illinois
$431K -$17.6K -430 -4%
GS
87
Girard Securities
California
$426K -$152K -3,700 -26%
TCM
88
Tufton Capital Management
Maryland
$423K
PIA
89
Peachtree Investment Advisors
Georgia
$402K
RWP
90
RWA Wealth Partners
Massachusetts
$382K -$9.84K -240 -3%
VKH
91
Virtu KCG Holdings
New York
$361K +$357K +8,718 New
HFS
92
HL Financial Services
Kentucky
$333K
CT
93
Cambridge Trust
Massachusetts
$328K +$324K +7,912 New
GWM
94
Geneos Wealth Management
Colorado
$315K -$4.51K -110 -1%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$314K +$114K +2,776 +58%
LNC
96
Lincoln National Corp
Pennsylvania
$304K +$300K +7,332 New
FA
97
FDx Advisors
Illinois
$303K -$80.7K -1,970 -21%
CPIG
98
Chicago Partners Investment Group
Illinois
$303K +$129K +3,148 +76%
VA
99
Valmark Advisers
Ohio
$301K +$7.79K +190 +3%
CA
100
Cetera Advisors
Colorado
$290K