We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

99 hedge funds and large institutions have $1.11B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1% more funds holding

Funds holding: 9899 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

3% less capital invested

Capital invested by funds: $1.15B → $1.11B (-$37.4M)

9.24% less ownership

Funds ownership: 112.28%103.04% (-9.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $212K

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.85%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
13
Increased
33
Reduced
33
Closed
11
Calls
Puts
$212K
Net Calls
-$212K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
DG
101
Davidson & Garrard
Virginia
-$685K -20,260 Closed
Northern Trust
102
Northern Trust
Illinois
-$558K -16,490 Closed
JP Morgan Chase
103
JP Morgan Chase
New York
-$536K -15,860 Closed
RTS
104
Round Table Services
New Jersey
-$531K -15,686 Closed
AI
105
Atria Investments
North Carolina
-$491K -14,520 Closed
Comerica Bank
106
Comerica Bank
Texas
-$217K -6,410 Closed
TF
107
Trutina Financial
Washington
-$131K -3,880 Closed
PP
108
Palladium Partners
Virginia
-$49K -1,450 Closed
GT
109
Glenmede Trust
Pennsylvania
-$32K -950 Closed
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
-$22K -638 Closed