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WisdomTree US LargeCap Dividend Fund
144 hedge funds and large institutions have $912M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
1.27% more ownership
Funds ownership: 101.04% → 102.31% (+1.3%)
5% more capital invested
Capital invested by funds: $872M → $912M (+$39.5M)
3% less funds holding
Funds holding: 149 → 144 (-5)
25% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 16
27% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 51
36% less call options, than puts
Call options by funds: $311K | Put options by funds: $485K
Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
3.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
12
Increased
37
Reduced
51
Closed
16
Calls
$311K
Puts
$485K
Net Calls
-$174K
Net Calls Change
+$104K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$11.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.27M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.23M |
| 4 |
PV
Private Vista
Chicago,
Illinois
|
+$1.91M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.88M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$7.51M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.07M |
| 3 |
LPL Financial
San Diego,
California
|
-$5.84M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3M |
| 5 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$1.53M |