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WisdomTree US LargeCap Dividend Fund
95 hedge funds and large institutions have $1.13B invested in WisdomTree US LargeCap Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
38% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 29
13% more capital invested
Capital invested by funds: $995M → $1.13B (+$131M)
2% more funds holding
Funds holding: 93 → 95 (+2)
2% more ownership
Funds ownership: 107.67% → 109.67% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Holders
95
Holders Change
+2
Holders Change %
+2.15%
% of All Funds
2.76%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
11
Increased
40
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$36.1M |
| 2 |
Morgan Stanley
New York
|
+$5.22M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.32M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$1.75M |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
+$1.32M |
Top Sellers
| 1 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$7.81M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$7.75M |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$3.04M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.24M |
| 5 |
Goldman Sachs
New York
|
-$829K |