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WisdomTree US LargeCap Dividend Fund

122 hedge funds and large institutions have $1.36B invested in WisdomTree US LargeCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

1% more funds holding

Funds holding: 121122 (+1)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

7.11% less ownership

Funds ownership: 112.77%105.66% (-7.1%)

18% less capital invested

Capital invested by funds: $1.65B → $1.36B (-$293M)

31% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 48

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
19
Increased
33
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
101
Hudock Inc
Pennsylvania
$150K -$55.8K -1,512 -27%
VIA
102
Vantage Investment Advisors
Pennsylvania
$139K +$82.7K +2,240 +145%
RIA
103
Regal Investment Advisors
Michigan
$92K +$92.3K +2,500 New
TFA
104
Transamerica Financial Advisors
Florida
$91K +$90.8K +2,458 New
BBPWM
105
Blue Bell Private Wealth Management
Pennsylvania
$80K
BCI
106
Brinker Capital Investments
Pennsylvania
$78K -$10.5K -284 -12%
CFA
107
Carroll Financial Associates
North Carolina
$73K
IWMPD
108
Integrated Wealth Management (Palm Desert)
California
$72K +$73.1K +1,980 New
DADC
109
D.A. Davidson & Co
Montana
$70K -$135K -3,648 -65%
FAM
110
Formidable Asset Management
Ohio
$47K +$46.2K +1,250 New
KA
111
Klingman & Associates
New York
$44K
WCM
112
Wealthcare Capital Management
Virginia
$41K +$40.8K +1,106 New
BFEC
113
Benjamin F. Edwards & Company
Missouri
$33K
SNT
114
Security National Trust
West Virginia
$29K
FANJ
115
Financial Architects (New Jersey)
New Jersey
$17K +$17.1K +462 New
HNB
116
Huntington National Bank
Ohio
$17K +$17.3K +468 New
AllianceBernstein
117
AllianceBernstein
Tennessee
$14K +$13.7K +370 New
CAL
118
Capital Advisors Ltd
Ohio
$12K
AC
119
Alexandria Capital
Virginia
$7K
WEC
120
Winslow Evans & Crocker
Massachusetts
$5.5K
HCM
121
Horrell Capital Management
Arkansas
$4K
SI
122
Stephens Inc
Arkansas
-$4.11M -110,880 Closed
EWMCB
123
EisnerAmper Wealth Management Corporate Benefits
New Jersey
-$840K -22,680 Closed
Citadel Advisors
124
Citadel Advisors
Florida
-$807K -21,780 Closed
Deutsche Bank
125
Deutsche Bank
Germany
-$515K -13,906 Closed