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WisdomTree US LargeCap Dividend Fund

100 hedge funds and large institutions have $1.14B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5.49% more ownership

Funds ownership: 103.04%108.53% (+5.5%)

1% more funds holding

Funds holding: 99100 (+1)

3% more capital invested

Capital invested by funds: $1.11B → $1.14B (+$33M)

15% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 41

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $484K

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
6
Increased
35
Reduced
41
Closed
5
Calls
Puts
$484K
Net Calls
-$484K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$259M -$22.4M -629,720 -8%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$208M +$30.9M +866,914 +17%
BTS
3
BB&T Securities
Virginia
$161M +$996K +27,974 +7%
Morgan Stanley
4
Morgan Stanley
New York
$85.7M +$1.53M +43,000 +2%
U
5
UBS
Switzerland
$48.9M +$222K +6,226 +0.5%
Wells Fargo
6
Wells Fargo
California
$40.8M -$2.8M -78,770 -6%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$40.2M -$1.94M -54,358 -5%
GW
8
GW & Wade
Massachusetts
$32.2M +$802K +22,528 +3%
LYV
9
Live Your Vision
Pennsylvania
$28.1M -$185K -5,182 -0.6%
Bank of America
10
Bank of America
North Carolina
$26.8M +$3.17M +89,166 +13%
Goldman Sachs
11
Goldman Sachs
New York
$19.2M +$767K +21,554 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$17.6M -$1.61M -45,082 -8%
PI
13
Placemark Investments
Illinois
$9.12M -$37K -1,038 -0.4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$8.4M -$668K -18,762 -7%
UCFA
15
United Capital Financial Advisors
Texas
$8.23M -$953K -26,758 -10%
SP
16
Sarasin & Partners
United Kingdom
$7.96M +$60.5K +1,700 +0.8%
RJA
17
Raymond James & Associates
Florida
$7.38M -$2.16M -60,586 -23%
MWM
18
Merriman Wealth Management
Washington
$6.5M +$6.3M +176,978 New
LPL Financial
19
LPL Financial
California
$6.39M -$339K -9,510 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.28M +$181K +5,090 +3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$6.17M +$156K +4,386 +3%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$5.48M +$4.82M +135,298 +721%
Citigroup
23
Citigroup
New York
$5.29M +$3.44M +96,692 +186%
PWAP
24
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.13M -$712 -20 -0%
SFI
25
SPC Financial Inc
Maryland
$5.1M +$61.3K +1,722 +1%