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WisdomTree US LargeCap Dividend Fund

119 hedge funds and large institutions have $887M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2% less funds holding

Funds holding: 122119 (-3)

8.37% less ownership

Funds ownership: 105.66%97.29% (-8.4%)

20% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 44

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

35% less capital invested

Capital invested by funds: $1.36B → $887M (-$471M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $290K

Holders
119
Holders Change
-3
Holders Change %
-2.46%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
17
Increased
35
Reduced
44
Closed
18
Calls
Puts
$290K
Net Calls
-$290K
Net Calls Change
-$290K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$208M -$11.4M -305,428 -5%
RIG
2
RiverFront Investment Group
Virginia
$119M -$175M -4,708,186 -59%
Morgan Stanley
3
Morgan Stanley
New York
$94.2M -$1.83M -49,324 -2%
Wells Fargo
4
Wells Fargo
California
$53.3M +$3.38M +90,820 +7%
RJA
5
Raymond James & Associates
Florida
$39.2M +$16.5M +444,186 +70%
UBS Group
6
UBS Group
Switzerland
$36.5M -$4.63M -124,508 -11%
Bank of America
7
Bank of America
North Carolina
$32.6M +$4.67M +125,536 +16%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$30.6M -$10.4M -280,618 -25%
Goldman Sachs
9
Goldman Sachs
New York
$28.9M +$364K +9,782 +1%
GW
10
GW & Wade
Massachusetts
$23.7M -$1.39M -37,456 -5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$19.4M -$4.43M -119,186 -18%
LYV
12
Live Your Vision
Pennsylvania
$16.7M -$13M -348,634 -43%
BTS
13
BB&T Securities
Virginia
$16.3M -$10.8M -291,368 -39%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$11.9M +$2.63M +70,714 +27%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10.8M +$2.5M +67,210 +29%
Creative Planning
16
Creative Planning
Kansas
$9.25M +$449K +12,074 +5%
SP
17
Sarasin & Partners
United Kingdom
$8.23M +$51K +1,370 +0.6%
LPL Financial
18
LPL Financial
California
$7.79M +$468K +12,578 +6%
SG Americas Securities
19
SG Americas Securities
New York
$5.81M +$4.44M +119,422 +291%
SFI
20
SPC Financial Inc
Maryland
$5.71M -$228K -6,140 -4%
MWM
21
Mission Wealth Management
California
$5.66M +$5.75M +154,554 New
PWAP
22
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.17M -$470K -12,642 -8%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$4.9M +$109K +2,926 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.5M -$163K -4,372 -3%
EWM
25
Evercore Wealth Management
New York
$3.97M -$449K -12,072 -10%