We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

119 hedge funds and large institutions have $887M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2% less funds holding

Funds holding: 122 → 119 (-3)

8.37% less ownership

Funds ownership: 105.66% → 97.29% (-8.4%)

20% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 44

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

35% less capital invested

Capital invested by funds: $1.36B → $887M (-$471M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $290K

Holders
119
Holders Change
-3
Holders Change %
-2.46%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
17
Increased
35
Reduced
44
Closed
18
Calls
–
Puts
$290K
Net Calls
-$290K
Net Calls Change
-$290K

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$16.5M
2
Bank of America
Bank of America
North Carolina
+$4.67M
3
SG Americas Securities
SG Americas Securities
New York
+$4.44M
4
Wells Fargo
Wells Fargo
California
+$3.38M
5
FAAS
First Allied Advisory Services
California
+$3.02M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$175M
2
LYV
Live Your Vision
Pennsylvania
-$13M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$11.4M
4
BTS
BB&T Securities
Virginia
-$10.8M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
– -$481K -13,132 Closed
SWP
127
Stratos Wealth Partners
Ohio
– -$440K -11,990 Closed
WT
128
Whittier Trust
California
– -$421K -11,490 Closed
TSS
129
Two Sigma Securities
New York
– -$405K -11,046 Closed
WF
130
WealthTrust Fairport
Ohio
– -$298K -8,122 Closed
BSW
131
Buckingham Strategic Wealth
Missouri
– -$224K -6,100 Closed
SC
132
SouthState Corp
Florida
– -$217K -5,920 Closed
WCM
133
Wealthcare Capital Management
Virginia
– -$41K -1,106 Closed
AllianceBernstein
134
AllianceBernstein
Tennessee
– -$14K -370 Closed
HCM
135
Horrell Capital Management
Arkansas
– -$4K -110 Closed
2 3 4 5
6