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WisdomTree US LargeCap Dividend Fund

135 hedge funds and large institutions have $907M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

13% more capital invested

Capital invested by funds: $802M → $907M (+$104M)

13% more funds holding

Funds holding: 120135 (+15)

7.46% more ownership

Funds ownership: 97.85%105.32% (+7.5%)

2% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
135
Holders Change
+15
Holders Change %
+12.5%
% of All Funds
3.54%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
21
Increased
42
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$159K +$81.8K +2,284 +105%
DADC
102
D.A. Davidson & Co
Montana
$145K +$20.1K +562 +16%
CPIG
103
Chicago Partners Investment Group
Illinois
$140K
DPI
104
Diversified Portfolios Inc
Michigan
$129K +$130K +3,622 New
HI
105
Hudock Inc
Pennsylvania
$116K +$72 +2 +0.1%
MA
106
MCF Advisors
Kentucky
$107K -$215K -6,000 -67%
S
107
SignatureFD
Georgia
$107K +$573 +16 +0.5%
TFA
108
Transamerica Financial Advisors
Florida
$93K +$573 +16 +0.6%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$72K +$72.5K +2,024 New
IA
110
IFP Advisors
Florida
$72K +$72.8K +2,032 New
CFA
111
Carroll Financial Associates
North Carolina
$71K
WA
112
WFG Advisors
Texas
$68K +$72 +2 +0.1%
BBPWM
113
Blue Bell Private Wealth Management
Pennsylvania
$57K -$14.3K -400 -20%
VIA
114
Vantage Investment Advisors
Pennsylvania
$55K
FAM
115
Formidable Asset Management
Ohio
$43K
KA
116
Klingman & Associates
New York
$43K
BFEC
117
Benjamin F. Edwards & Company
Missouri
$32K
TRCT
118
Tower Research Capital (TRC)
New York
$31K -$106K -2,970 -77%
IWMPD
119
Integrated Wealth Management (Palm Desert)
California
$31K
SNT
120
Security National Trust
West Virginia
$28K
JP Morgan Chase
121
JP Morgan Chase
New York
$28K +$27.9K +778 New
WIC
122
Woodmont Investment Counsel
Tennessee
$17K
AIA
123
Allegis Investment Advisors
Idaho
$15K +$14.9K +416 New
WAS
124
Winch Advisory Services
Wisconsin
$14K +$13.8K +384 New
AWMS
125
Advocacy Wealth Management Services
Georgia
$13K +$13.2K +370 New