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WisdomTree US LargeCap Dividend Fund

99 hedge funds and large institutions have $1.11B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1% more funds holding

Funds holding: 9899 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

3% less capital invested

Capital invested by funds: $1.15B → $1.11B (-$37.4M)

9.24% less ownership

Funds ownership: 112.28%103.04% (-9.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $212K

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.85%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
13
Increased
33
Reduced
33
Closed
11
Calls
Puts
$212K
Net Calls
-$212K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$280M -$92.8M -2,689,232 -25%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$177M -$4.88M -141,450 -3%
BTS
3
BB&T Securities
Virginia
$150M +$704K +20,398 +5%
Morgan Stanley
4
Morgan Stanley
New York
$83.7M +$7.61M +220,506 +10%
U
5
UBS
Switzerland
$48.5M -$732K -21,226 -2%
Wells Fargo
6
Wells Fargo
California
$43.3M +$3.5M +101,392 +9%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$41.9M -$1.49M -43,122 -4%
GW
8
GW & Wade
Massachusetts
$31.2M +$738K +21,394 +2%
LYV
9
Live Your Vision
Pennsylvania
$29.2M -$850K -24,630 -3%
Bank of America
10
Bank of America
North Carolina
$23.5M +$855K +24,774 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$19.1M -$1.08M -31,340 -5%
Goldman Sachs
12
Goldman Sachs
New York
$18.3M +$235K +6,804 +1%
RJA
13
Raymond James & Associates
Florida
$9.48M -$398K -11,532 -4%
UCFA
14
United Capital Financial Advisors
Texas
$9.13M -$849K -24,610 -9%
PI
15
Placemark Investments
Illinois
$9.11M +$3.09M +89,482 +53%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.03M -$598K -17,340 -6%
SP
17
Sarasin & Partners
United Kingdom
$7.86M -$16.9K -490 -0.2%
LPL Financial
18
LPL Financial
California
$6.78M +$278K +8,068 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.07M +$305K +8,852 +5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.98M +$25.3K +734 +0.4%
PWAP
21
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.11M +$99.9K +2,896 +2%
SFI
22
SPC Financial Inc
Maryland
$5.01M +$24.4K +706 +0.5%
FAAM
23
First Allied Asset Management
California
$5.01M -$49.3K -1,430 -1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.67M +$70.6K +2,046 +2%
Creative Planning
25
Creative Planning
Kansas
$4.63M -$274K -7,932 -6%