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WisdomTree US LargeCap Dividend Fund
245 hedge funds and large institutions have $1.61B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
47% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 19
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
8% more capital invested
Capital invested by funds: $1.5B → $1.61B (+$113M)
2% more funds holding
Funds holding: 240 → 245 (+5)
0.03% less ownership
Funds ownership: 114.41% → 114.38% (-0.03%)
3% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 75
96% less call options, than puts
Call options by funds: $482K | Put options by funds: $11.4M
Holders
245
Holders Change
+5
Holders Change %
+2.08%
% of All Funds
4.3%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
28
Increased
73
Reduced
75
Closed
19
Calls
$482K
Puts
$11.4M
Net Calls
-$10.9M
Net Calls Change
-$910K
Top Buyers
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$19.5M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$9.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.44M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.13M |
| 5 |
Morgan Stanley
New York
|
+$5.93M |
