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WisdomTree US LargeCap Dividend Fund

161 hedge funds and large institutions have $998M invested in WisdomTree US LargeCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

6% more funds holding

Funds holding: 152161 (+9)

1.37% more ownership

Funds ownership: 101.54%102.91% (+1.4%)

1% more capital invested

Capital invested by funds: $992M → $998M (+$6.07M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

48% less call options, than puts

Call options by funds: $307K | Put options by funds: $589K

51% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 67

Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
19
Increased
33
Reduced
67
Closed
9
Calls
$307K
Puts
$589K
Net Calls
-$282K
Net Calls Change
-$250K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
101
EP Wealth Advisors
California
$284K +$281K +6,860 New
MFP
102
Mosaic Financial Partners
California
$282K
BSW
103
Buckingham Strategic Wealth
Missouri
$280K -$38.5K -940 -12%
Truist Financial
104
Truist Financial
North Carolina
$274K
WTC
105
WhitTier Trust Company
Nevada
$273K
SI
106
SII Investments
Wisconsin
$266K +$27.7K +676 +12%
ICOA
107
Investment Centers of America
North Dakota
$262K +$3.85K +94 +2%
OC
108
Oppenheimer & Co
New York
$244K
LIA
109
LS Investment Advisors
Michigan
$240K
MFT
110
Moisand Fitzgerald Tamayo
Florida
$235K
WDL
111
Well Done LLC
Michigan
$233K
RJT
112
Raymond James Trust
Florida
$230K -$22K -536 -9%
ST
113
Spinnaker Trust
Maine
$223K -$5.9K -144 -3%
SCM
114
SOL Capital Management
Maryland
$207K +$205K +5,000 New
SC
115
SouthState Corp
Florida
$207K +$205K +5,000 New
CC
116
Callan Capital
California
$205K +$202K +4,936 New
SB
117
Suntrust Banks
Georgia
$201K +$198K +4,826 New
TRCT
118
Tower Research Capital (TRC)
New York
$168K +$166K +4,060 New
OC
119
Oakworth Capital
Alabama
$148K -$82 -2 -0.1%
KBFS
120
Kohmann Bosshard Financial Services
Ohio
$142K +$140K +3,420 New
AIP
121
Almanack Investment Partners
Pennsylvania
$141K +$140K +3,406 New
PWM
122
Perigon Wealth Management
California
$126K
MA
123
MCF Advisors
Kentucky
$124K
SG Americas Securities
124
SG Americas Securities
New York
$124K
SPIA
125
Steward Partners Investment Advisory
New York
$122K +$121K +2,944 New