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WisdomTree US LargeCap Dividend Fund

119 hedge funds and large institutions have $887M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2% less funds holding

Funds holding: 122119 (-3)

8.37% less ownership

Funds ownership: 105.66%97.29% (-8.4%)

20% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 44

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

35% less capital invested

Capital invested by funds: $1.36B → $887M (-$471M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $290K

Holders
119
Holders Change
-3
Holders Change %
-2.46%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
17
Increased
35
Reduced
44
Closed
18
Calls
Puts
$290K
Net Calls
-$290K
Net Calls Change
-$290K
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
101
Carroll Financial Associates
North Carolina
$72K
WA
102
WFG Advisors
Texas
$69K +$70.7K +1,902 New
VIA
103
Vantage Investment Advisors
Pennsylvania
$56K -$83.3K -2,240 -59%
FAM
104
Formidable Asset Management
Ohio
$45K
KA
105
Klingman & Associates
New York
$43K
BFEC
106
Benjamin F. Edwards & Company
Missouri
$33K
IWMPD
107
Integrated Wealth Management (Palm Desert)
California
$32K -$40.9K -1,100 -56%
FANJ
108
Financial Architects (New Jersey)
New Jersey
$30K +$13.5K +364 +79%
SNT
109
Security National Trust
West Virginia
$29K
BCI
110
Brinker Capital Investments
Pennsylvania
$22K -$56.3K -1,514 -71%
WIC
111
Woodmont Investment Counsel
Tennessee
$17K +$17.7K +476 New
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$14K +$14.6K +392 New
CAL
113
Capital Advisors Ltd
Ohio
$12K
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$8K +$7.96K +214 New
AC
115
Alexandria Capital
Virginia
$7K +$74 +2 +1%
HNB
116
Huntington National Bank
Ohio
$6K -$17.4K -468 Closed
WEC
117
Winslow Evans & Crocker
Massachusetts
$5.44K
GI
118
Gradient Investments
Minnesota
$3K +$3.42K +92 New
MWM
119
Merriman Wealth Management
Washington
-$6.43M -174,324 Closed
FAAM
120
First Allied Asset Management
California
-$3.15M -86,120 Closed
SIAS
121
Shine Investment Advisory Services
Colorado
-$1.51M -41,252 Closed
JMPWA
122
JP Morgan Private Wealth Advisors
California
-$1.17M -31,794 Closed
EWA
123
Exencial Wealth Advisors
Oklahoma
-$824K -22,054 Closed
Jane Street
124
Jane Street
New York
-$732K -19,972 Closed
VKH
125
Virtu KCG Holdings
New York
-$564K -15,400 Closed