We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

93 hedge funds and large institutions have $995M invested in WisdomTree US LargeCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more funds holding

Funds holding: 8493 (+9)

6% more capital invested

Capital invested by funds: $935M → $995M (+$60.2M)

10.03% less ownership

Funds ownership: 117.71%107.67% (-10%)

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
13
Increased
30
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$276M -$99.5M -3,227,990 -26%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$156M +$12.3M +400,104 +9%
BTS
3
BB&T Securities
Virginia
$146M -$2.6M -84,384 -15%
Morgan Stanley
4
Morgan Stanley
New York
$58.1M +$4.24M +137,438 +8%
LYV
5
Live Your Vision
Pennsylvania
$40.7M -$783K -25,390 -2%
U
6
UBS
Switzerland
$39.2M -$2.66M -86,330 -6%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$35.9M +$738K +23,932 +2%
Wells Fargo
8
Wells Fargo
California
$31.8M +$2.22M +72,110 +7%
GW
9
GW & Wade
Massachusetts
$25.3M +$630K +20,416 +3%
Bank of America
10
Bank of America
North Carolina
$23.1M -$15M -486,838 -39%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$14.2M -$793K -25,714 -5%
WBG
12
Wharton Business Group
Pennsylvania
$13.1M -$4.03M -130,640 -23%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.55M +$284K +9,198 +3%
UCFA
14
United Capital Financial Advisors
Texas
$7.75M -$1.07M -34,688 -12%
RJA
15
Raymond James & Associates
Florida
$7.56M -$1.1M -35,804 -13%
SP
16
Sarasin & Partners
United Kingdom
$6.95M -$29K -940 -0.4%
LPL Financial
17
LPL Financial
California
$6.36M +$419K +13,582 +7%
PWAP
18
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.08M +$42.5K +1,378 +0.8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$5.03M -$11.2M -362,434 -69%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.59M +$312K +10,122 +7%
SFI
21
SPC Financial Inc
Maryland
$4.34M -$17K -550 -0.4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.71M -$504K -16,344 -12%
B
23
Baird
Wisconsin
$3.48M +$1.37M +44,272 +64%
PI
24
Placemark Investments
Illinois
$3.44M -$24.4K -790 -0.7%
SG Americas Securities
25
SG Americas Securities
New York
$3.43M +$3.46M +112,176 New