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WisdomTree US LargeCap Dividend Fund
218 hedge funds and large institutions have $1.28B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more call options, than puts
Call options by funds: $873K | Put options by funds: $437K
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
2% more capital invested
Capital invested by funds: $1.25B → $1.28B (+$30.7M)
2% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 66
1% less funds holding
Funds holding: 220 → 218 (-2)
1.13% less ownership
Funds ownership: 114.27% → 113.14% (-1.1%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Holders
218
Holders Change
-2
Holders Change %
-0.91%
% of All Funds
4.4%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
21
Increased
67
Reduced
66
Closed
19
Calls
$873K
Puts
$437K
Net Calls
+$436K
Net Calls Change
+$436K
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$18.5M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.37M |
| 3 |
Bank of New York Mellon
New York
|
+$4.91M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$3.45M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.97M |
Top Sellers
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$27.2M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
-$8.26M |
| 3 |
Jane Street
New York
|
-$5.47M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$4.11M |
| 5 |
Morgan Stanley
New York
|
-$3.6M |
