We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

191 hedge funds and large institutions have $1.03B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% less capital invested

Capital invested by funds: $1.05B → $1.03B (-$19.5M)

1% less funds holding

Funds holding: 193191 (-2)

1.04% less ownership

Funds ownership: 108.35%107.32% (-1%)

40% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 68

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $522K

Holders
191
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
14
Increased
41
Reduced
68
Closed
11
Calls
Puts
$522K
Net Calls
-$522K
Net Calls Change
-$158K
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
101
HBK Sorce Advisory
Pennsylvania
$426K
TCM
102
Tufton Capital Management
Maryland
$423K
EWA
103
Exencial Wealth Advisors
Oklahoma
$418K -$89.1K -1,984 -18%
RWP
104
RWA Wealth Partners
Massachusetts
$414K
BJL
105
Brighton Jones LLC
Washington
$393K -$82.3K -1,834 -17%
CWM
106
Cornerstone Wealth Management
Missouri
$391K +$3.15M +70,232 New
CC
107
Courier Capital
New York
$380K -$41.3K -920 -10%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$380K -$5.03K -112 -1%
ASN
109
Advisory Services Network
Georgia
$374K +$361K +8,042 New
WSFS
110
Wilmington Savings Fund Society
Delaware
$331K
CG
111
Colony Group
Massachusetts
$330K -$7.36K -164 -2%
GWM
112
Geneos Wealth Management
Colorado
$324K -$11.9K -266 -4%
EWA
113
EP Wealth Advisors
California
$308K
PIA
114
Peachtree Investment Advisors
Georgia
$306K
BSW
115
Buckingham Strategic Wealth
Missouri
$303K
FAAS
116
First Allied Advisory Services
California
$298K -$390K -8,688 -57%
WTC
117
WhitTier Trust Company
Nevada
$295K
PAG
118
Private Advisor Group
New Jersey
$294K -$161K -3,578 -33%
SKK
119
Shepherd Kaplan Krochuk
Massachusetts
$291K -$20.3K -452 -7%
WCWM
120
Willow Creek Wealth Management
California
$288K
CIM
121
Confluence Investment Management
Missouri
$287K -$60.6K -1,350 -17%
Truist Financial
122
Truist Financial
North Carolina
$286K -$10.3K -230 -3%
RJT
123
Raymond James Trust
Florida
$280K -$1.79K -40 -0.6%
MFP
124
Mosaic Financial Partners
California
$278K -$11.8K -264 -4%
VC
125
Vicus Capital
Pennsylvania
$266K +$31.7K +706 +14%