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WisdomTree US LargeCap Dividend Fund

135 hedge funds and large institutions have $907M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

13% more capital invested

Capital invested by funds: $802M → $907M (+$104M)

13% more funds holding

Funds holding: 120135 (+15)

7.46% more ownership

Funds ownership: 97.85%105.32% (+7.5%)

2% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
135
Holders Change
+15
Holders Change %
+12.5%
% of All Funds
3.54%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
21
Increased
42
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$199M -$5.85M -163,388 -3%
RIG
2
RiverFront Investment Group
Virginia
$105M +$551K +15,384 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$90.4M +$3.05M +85,176 +3%
Bank of America
4
Bank of America
North Carolina
$47.5M +$3.36M +93,870 +8%
PV
5
Private Vista
Illinois
$38M +$41.7M +1,163,980 New
RJA
6
Raymond James & Associates
Florida
$36.6M +$1.6M +44,584 +5%
UBS Group
7
UBS Group
Switzerland
$32.8M +$2.04M +56,894 +7%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$30.1M -$246K -6,876 -0.8%
Goldman Sachs
9
Goldman Sachs
New York
$25.6M -$2.28M -63,610 -8%
Wells Fargo
10
Wells Fargo
California
$24.9M -$17M -474,808 -40%
GW
11
GW & Wade
Massachusetts
$21.5M -$335K -9,354 -2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$19.6M +$2.54M +71,066 +15%
HighTower Advisors
13
HighTower Advisors
Illinois
$19.5M +$19.3M +539,898 +7,486%
SWP
14
Stratos Wealth Partners
Ohio
$19M +$17.2M +481,194 +903%
BTS
15
BB&T Securities
Virginia
$15.2M +$1.74M +48,532 +13%
LPL Financial
16
LPL Financial
California
$14.2M +$7.05M +196,996 +96%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$13M -$5.08M -141,976 -28%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$11.7M +$324K +9,038 +3%
Creative Planning
19
Creative Planning
Kansas
$9.29M -$461K -12,864 -5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$7.79M -$3.15M -87,928 -29%
LYV
21
Live Your Vision
Pennsylvania
$7.7M -$8.52M -238,064 -52%
SP
22
Sarasin & Partners
United Kingdom
$7.16M -$120K -3,360 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$6.03M +$4.58M +127,790 +306%
MWM
24
Mission Wealth Management
California
$5.68M +$11K +308 +0.2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.95M +$139K +3,886 +3%