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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
BFEC
126
Benjamin F. Edwards & Company
Missouri
$35K
AssetMark Inc
127
AssetMark Inc
California
$34K +$31.6K +818 +1,076%
SNT
128
Security National Trust
West Virginia
$31K
PFBT
129
Parkside Financial Bank & Trust
Missouri
$29K
Bessemer Group
130
Bessemer Group
New Jersey
$29K +$29.1K +754 New
AWMS
131
Advocacy Wealth Management Services
Georgia
$25K
CG
132
Cutler Group
California
$23K +$23.2K +600 New
QAM
133
QCI Asset Management
New York
$23K +$23.3K +604 New
MWM
134
MinichMacGregor Wealth Management
New York
$21K
WIC
135
Woodmont Investment Counsel
Tennessee
$18K +$18.4K +476 New
VNA
136
Valley National Advisers
Pennsylvania
$17K -$6.02K -156 -26%
CAL
137
Capital Advisors Ltd
Ohio
$12K
MSFP
138
Mark Sheptoff Financial Planning
Connecticut
$12K
NFG
139
Next Financial Group
Texas
$8K +$7.72K +200 New
AC
140
Alexandria Capital
Virginia
$7K +$77 +2 +1%
WEC
141
Winslow Evans & Crocker
Massachusetts
$5.78K
GI
142
Gradient Investments
Minnesota
$4K
KKAMG
143
Kernodle & Katon Asset Management Group
Arkansas
$4K
TIM
144
Tortoise Investment Management
New York
$2K
WDL
145
Well Done LLC
Michigan
$216
VF
146
Virtu Financial
New York
-$4.03M -106,464 Closed
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
-$4.07M -105,382 Closed
RDM
148
Retirement Design & Management
Connecticut
-$897K -23,680 Closed
AP
149
Advisors Preferred
Maryland
-$631K -16,658 Closed
BP
150
Ballentine Partners
Massachusetts
-$309K -8,168 Closed