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WisdomTree US LargeCap Dividend Fund
149 hedge funds and large institutions have $872M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 54 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
10% more funds holding
Funds holding: 135 → 149 (+14)
4% less capital invested
Capital invested by funds: $907M → $872M (-$34.6M)
4.27% less ownership
Funds ownership: 105.32% → 101.04% (-4.3%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
30% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 54
100% less call options, than puts
Call options by funds: $1K | Put options by funds: $279K
Holders
149
Holders Change
+14
Holders Change %
+10.37%
% of All Funds
3.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
22
Increased
38
Reduced
54
Closed
8
Calls
$1K
Puts
$279K
Net Calls
-$278K
Net Calls Change
-$278K
Top Buyers
| 1 |
PV
Private Vista
Chicago,
Illinois
|
+$7.63M |
| 2 |
Morgan Stanley
New York
|
+$7.32M |
| 3 |
EWM
Evercore Wealth Management
New York
|
+$2.83M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.3M |
| 5 |
SG Americas Securities
New York
|
+$1.1M |
Top Sellers
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$19.4M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$18.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$15.9M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$12.2M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$4.89M |