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WisdomTree US LargeCap Dividend Fund

191 hedge funds and large institutions have $1.03B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% less capital invested

Capital invested by funds: $1.05B → $1.03B (-$19.5M)

1% less funds holding

Funds holding: 193191 (-2)

1.04% less ownership

Funds ownership: 108.35%107.32% (-1%)

40% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 68

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $522K

Holders
191
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
14
Increased
41
Reduced
68
Closed
11
Calls
Puts
$522K
Net Calls
-$522K
Net Calls Change
-$158K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
76
Optimum Investment Advisors
Illinois
$802K -$6.55K -146 -0.8%
WLIM
77
White Lighthouse Investment Management
Massachusetts
$772K -$117K -2,600 -13%
SIA
78
Starfire Investment Advisers
Michigan
$749K
CG
79
Caprock Group
Idaho
$734K
GAG
80
GM Advisory Group
New York
$660K +$202K +4,502 +44%
SCM
81
Sterling Capital Management
North Carolina
$657K
AR
82
Advisory Research
Illinois
$623K
LNC
83
Lincoln National Corp
Pennsylvania
$617K -$9.7K -216 -2%
US Bancorp
84
US Bancorp
Minnesota
$616K -$42.5K -946 -6%
BCWM
85
Bartlett & Co Wealth Management
Ohio
$613K -$49.4K -1,100 -7%
BC
86
Bartlett & Co
Ohio
$613K -$49.4K -1,100 -7%
HIC
87
Holderness Investments Company
North Carolina
$579K +$808 +18 +0.1%
AA
88
Ancora Advisors
Ohio
$569K -$52.3K -1,166 -8%
SAM
89
SignalPoint Asset Management
Missouri
$558K +$2.69K +60 +0.5%
CPIG
90
Chicago Partners Investment Group
Illinois
$551K +$1.35K +30 +0.2%
APA
91
American Portfolios Advisors
New York
$534K +$61.1K +1,362 +13%
WDL
92
Well Done LLC
Michigan
$531K +$291K +6,488 +121%
PPFA
93
Provida Pension Fund Administrator
Chile
$520K
KLI
94
Kelman-Lazarov Inc
Tennessee
$507K -$18K -400 -3%
DW
95
Domani Wealth
Pennsylvania
$483K -$18K -400 -4%
PLFAM
96
Pineno Levin & Ford Asset Management
Virginia
$474K -$16.7K -372 -3%
FCIM
97
Fairview Capital Investment Management
California
$469K
CL
98
Choreo LLC
Illinois
$466K
AT
99
Arden Trust
Delaware
$445K -$8.35K -186 -2%
CT
100
Cambridge Trust
Massachusetts
$427K