We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

100 hedge funds and large institutions have $1.14B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5.49% more ownership

Funds ownership: 103.04%108.53% (+5.5%)

1% more funds holding

Funds holding: 99100 (+1)

3% more capital invested

Capital invested by funds: $1.11B → $1.14B (+$33M)

15% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 41

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $484K

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
6
Increased
35
Reduced
41
Closed
5
Calls
Puts
$484K
Net Calls
-$484K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
101
Jane Street
New York
-$2.17M -61,264 Closed
SG Americas Securities
102
SG Americas Securities
New York
-$1.41M -39,806 Closed
GAG
103
GM Advisory Group
New York
-$278K -7,862 Closed
PPA
104
Parametric Portfolio Associates
Washington
-$275K -7,776 Closed
BRWA
105
B. Riley Wealth Advisors
Florida
-$1.42K -40 Closed