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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
OC
126
Oppenheimer & Co
New York
$265K -$25.4K -566 -9%
LIA
127
LS Investment Advisors
Michigan
$260K
Renaissance Technologies
128
Renaissance Technologies
New York
$260K
MFT
129
Moisand Fitzgerald Tamayo
Florida
$254K
RC
130
RegentAtlantic Capital
New Jersey
$251K
SMFS
131
Squar Milner Financial Services
California
$244K +$180 +4 +0.1%
ST
132
Spinnaker Trust
Maine
$228K -$6.01K -134 -3%
SC
133
SouthState Corp
Florida
$224K
DC
134
Davenport & Co
Virginia
$210K +$210K +4,674 New
CA
135
Cetera Advisors
Colorado
$206K -$29.6K -660 -13%
CIAS
136
Capital Investment Advisory Services
North Carolina
$205K +$205K +4,570 New
NL
137
NVWM LLC
Pennsylvania
$162K
OC
138
Oakworth Capital
Alabama
$160K
MA
139
MCF Advisors
Kentucky
$135K
GEA
140
Glen Eagle Advisors
New Jersey
$117K
JP Morgan Chase
141
JP Morgan Chase
New York
$112K
WAM
142
Watermark Asset Management
California
$97K
JFA
143
JNBA Financial Advisors
Minnesota
$90K
CFA
144
Carroll Financial Associates
North Carolina
$89K
FMTCOCP
145
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$87K
HI
146
Hudock Inc
Pennsylvania
$80K
IA
147
IFP Advisors
Florida
$79K -$6.64K -148 -8%
BCI
148
Brinker Capital Investments
Pennsylvania
$78K
CB
149
Community Bank
New York
$75K
ST
150
Smithfield Trust
Pennsylvania
$72K