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WisdomTree US LargeCap Dividend Fund

147 hedge funds and large institutions have $925M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

2% more funds holding

Funds holding: 144147 (+3)

9% more call options, than puts

Call options by funds: $269K | Put options by funds: $246K

1% more capital invested

Capital invested by funds: $912M → $925M (+$13.6M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7.08% less ownership

Funds ownership: 102.31%95.24% (-7.1%)

24% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 50

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
3.92%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
18
Increased
38
Reduced
50
Closed
12
Calls
$269K
Puts
$246K
Net Calls
+$23K
Net Calls Change
+$197K
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
101
Raymond James Trust
Florida
$229K +$695 +18 +0.3%
LIA
102
LS Investment Advisors
Michigan
$223K
SI
103
SII Investments
Wisconsin
$221K +$220K +5,706 New
MFT
104
Moisand Fitzgerald Tamayo
Florida
$218K
ST
105
Spinnaker Trust
Maine
$213K
RCA
106
Rex Capital Advisors
Rhode Island
$211K
CC
107
Callan Capital
California
$208K -$56.5K -1,462 -21%
SIC
108
Sigma Investment Counselors
Michigan
$206K +$206K +5,340 New
ADL
109
Asset Dedication LLC
California
$174K +$5.64K +146 +3%
CPIG
110
Chicago Partners Investment Group
Illinois
$151K
DPI
111
Diversified Portfolios Inc
Michigan
$139K +$140K +3,622 New
OC
112
Oakworth Capital
Alabama
$138K
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$121K +$45.4K +1,176 +59%
PWM
114
Perigon Wealth Management
California
$117K +$117K +3,036 New
MA
115
MCF Advisors
Kentucky
$115K
WA
116
WFG Advisors
Texas
$105K +$154 +4 +0.1%
IA
117
IFP Advisors
Florida
$103K +$5.79K +150 +6%
Mariner
118
Mariner
Kansas
$83K +$82.8K +2,144 New
HI
119
Hudock Inc
Pennsylvania
$82K -$12.2K -316 -13%
CFA
120
Carroll Financial Associates
North Carolina
$76K
JP Morgan Chase
121
JP Morgan Chase
New York
$70K
BBPWM
122
Blue Bell Private Wealth Management
Pennsylvania
$62K
KA
123
Klingman & Associates
New York
$46K
FANJ
124
Financial Architects (New Jersey)
New Jersey
$42K
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$38K