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WisdomTree US LargeCap Dividend Fund

98 hedge funds and large institutions have $1.15B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 9598 (+3)

2.61% more ownership

Funds ownership: 109.67%112.28% (+2.6%)

2% more capital invested

Capital invested by funds: $1.13B → $1.15B (+$20.3M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

21% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 39

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.83%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
10
Increased
31
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Parkside Advisors
California
-$287K -8,626 Closed
BP
102
Banyan Partners
Florida
-$278K -8,348 Closed
V
103
Veritable
Delaware
-$99K -2,980 Closed
TRCT
104
Tower Research Capital (TRC)
New York
-$4K -106 Closed
WA
105
WFG Advisors
Texas
-$3K -82 Closed