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WisdomTree US LargeCap Dividend Fund

98 hedge funds and large institutions have $1.15B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 9598 (+3)

2.61% more ownership

Funds ownership: 109.67%112.28% (+2.6%)

2% more capital invested

Capital invested by funds: $1.13B → $1.15B (+$20.3M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

21% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 39

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.83%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
10
Increased
31
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$359M +$14.9M +454,044 +4%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$174M +$2.35M +71,656 +1%
BTS
3
BB&T Securities
Virginia
$136M -$3.4M -103,720 -20%
Morgan Stanley
4
Morgan Stanley
New York
$72.5M +$2.72M +82,974 +4%
U
5
UBS
Switzerland
$47M +$1.8M +54,884 +4%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$41.5M +$982K +29,914 +3%
Wells Fargo
7
Wells Fargo
California
$38M +$335K +10,196 +0.9%
GW
8
GW & Wade
Massachusetts
$29.1M +$423K +12,892 +2%
LYV
9
Live Your Vision
Pennsylvania
$28.8M -$7.72M -235,248 -22%
Bank of America
10
Bank of America
North Carolina
$21.7M -$1.49M -45,424 -7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$19.4M +$2.76M +84,146 +17%
Goldman Sachs
12
Goldman Sachs
New York
$17.3M +$14.1M +430,634 +539%
WBG
13
Wharton Business Group
Pennsylvania
$10M -$4.37M -133,000 -31%
UCFA
14
United Capital Financial Advisors
Texas
$9.56M +$9.27M +282,526 New
RJA
15
Raymond James & Associates
Florida
$9.45M +$81.8K +2,492 +0.9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.21M -$1.31M -39,812 -13%
SP
17
Sarasin & Partners
United Kingdom
$7.52M +$21.3K +650 +0.3%
LPL Financial
18
LPL Financial
California
$6.2M -$485K -14,766 -7%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$5.69M -$99.6K -3,034 -2%
PI
20
Placemark Investments
Illinois
$5.68M +$473K +14,410 +9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5.5M +$127K +3,862 +2%
FAAM
22
First Allied Asset Management
California
$4.83M +$4.69M +142,986 New
PWAP
23
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.78M -$528K -16,100 -10%
SFI
24
SPC Financial Inc
Maryland
$4.76M -$4.92K -150 -0.1%
Creative Planning
25
Creative Planning
Kansas
$4.69M +$222K +6,774 +5%