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WisdomTree US LargeCap Dividend Fund
152 hedge funds and large institutions have $992M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
40% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 15
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
7% more capital invested
Capital invested by funds: $925M → $992M (+$66.9M)
6.31% more ownership
Funds ownership: 95.24% → 101.54% (+6.3%)
3% more funds holding
Funds holding: 147 → 152 (+5)
9% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 47
13% less call options, than puts
Call options by funds: $208K | Put options by funds: $240K
Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
21
Increased
43
Reduced
47
Closed
15
Calls
$208K
Puts
$240K
Net Calls
-$32K
Net Calls Change
-$55K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$11.8M |
| 2 |
EWM
Evercore Wealth Management
New York
|
+$8.61M |
| 3 |
VC
Vestor Capital
Chicago,
Illinois
|
+$6.68M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$3.39M |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$2.34M |
Top Sellers
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$5.4M |
| 2 |
PV
Private Vista
Chicago,
Illinois
|
-$4.77M |
| 3 |
SG Americas Securities
New York
|
-$3.44M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.05M |
| 5 |
Jane Street
New York
|
-$1.6M |
