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WisdomTree US LargeCap Dividend Fund

161 hedge funds and large institutions have $998M invested in WisdomTree US LargeCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

6% more funds holding

Funds holding: 152161 (+9)

1.37% more ownership

Funds ownership: 101.54%102.91% (+1.4%)

1% more capital invested

Capital invested by funds: $992M → $998M (+$6.07M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

48% less call options, than puts

Call options by funds: $307K | Put options by funds: $589K

51% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 67

Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
19
Increased
33
Reduced
67
Closed
9
Calls
$307K
Puts
$589K
Net Calls
-$282K
Net Calls Change
-$250K
Name Holding Trade Value Shares
Change
Change in
Stake
SF
151
Synovus Financial
Georgia
$9K
AC
152
Alexandria Capital
Virginia
$8K
VNA
153
Valley National Advisers
Pennsylvania
$7K -$820 -20 -10%
WEC
154
Winslow Evans & Crocker
Massachusetts
$6.22K
GI
155
Gradient Investments
Minnesota
$4K -$8.28K -202 -69%
AIP
156
Ameritas Investment Partners
Nebraska
$3K
Barclays
157
Barclays
United Kingdom
$3K +$2.71K +66 New
AP
158
Advisors Preferred
Maryland
$2.52K +$20.2K +492 +0.8%
TIM
159
Tortoise Investment Management
New York
$2K
BWM
160
Baystate Wealth Management
Massachusetts
$1K -$168K -4,088 -100%
PCM
161
Pointe Capital Management
Michigan
-$659K -16,486 Closed
SAM
162
SignalPoint Asset Management
Missouri
-$435K -10,892 Closed
BP
163
Ballentine Partners
Massachusetts
-$298K -8,114 Closed
BJL
164
Brighton Jones LLC
Washington
-$239K -5,984 Closed
RCA
165
Rex Capital Advisors
Rhode Island
-$219K -5,486 Closed
SIC
166
Sigma Investment Counselors
Michigan
-$213K -5,340 Closed
BOS
167
Bingham Osborn & Scarborough
California
-$202K -5,050 Closed
CG
168
Cutler Group
California
-$23K -600 Closed
NFG
169
Next Financial Group
Texas
-$8K -200 Closed