We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

122 hedge funds and large institutions have $1.36B invested in WisdomTree US LargeCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

1% more funds holding

Funds holding: 121122 (+1)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

7.11% less ownership

Funds ownership: 112.77%105.66% (-7.1%)

18% less capital invested

Capital invested by funds: $1.65B → $1.36B (-$293M)

31% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 48

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
19
Increased
33
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$293M -$202M -5,462,284 -41%
BTS
2
BB&T Securities
Virginia
$272M -$6.02M -162,988 -18%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$221M +$2.5M +67,682 +1%
Morgan Stanley
4
Morgan Stanley
New York
$97M -$704K -19,070 -0.7%
Wells Fargo
5
Wells Fargo
California
$50.6M +$2.45M +66,244 +5%
UBS Group
6
UBS Group
Switzerland
$41.5M +$1.4M +37,920 +3%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$41.2M -$305K -8,256 -0.7%
LYV
8
Live Your Vision
Pennsylvania
$29.5M -$364K -9,860 -1%
Goldman Sachs
9
Goldman Sachs
New York
$28.9M +$58.5K +1,584 +0.2%
Bank of America
10
Bank of America
North Carolina
$28.3M -$2.99M -80,900 -9%
GW
11
GW & Wade
Massachusetts
$25.3M -$6.31M -170,884 -20%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$23.9M +$11.1M +299,724 +85%
RJA
13
Raymond James & Associates
Florida
$23.4M -$1.73M -46,980 -7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.49M +$156K +4,230 +2%
Creative Planning
15
Creative Planning
Kansas
$8.91M -$117K -3,164 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.5M +$30.9K +838 +0.4%
SP
17
Sarasin & Partners
United Kingdom
$8.27M +$59.5K +1,610 +0.7%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$7.54M -$647K -17,524 -8%
LPL Financial
19
LPL Financial
California
$7.36M +$520K +14,082 +8%
MWM
20
Merriman Wealth Management
Washington
$6.43M +$32.9K +890 +0.5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$6.2M -$915K -24,782 -13%
SFI
22
SPC Financial Inc
Maryland
$6M -$668K -18,076 -10%
PWAP
23
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.69M -$27K -732 -0.5%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$4.84M +$1.41M +38,258 +41%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.71M -$63.4K -1,716 -1%