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WisdomTree US LargeCap Dividend Fund

147 hedge funds and large institutions have $925M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

2% more funds holding

Funds holding: 144147 (+3)

9% more call options, than puts

Call options by funds: $269K | Put options by funds: $246K

1% more capital invested

Capital invested by funds: $912M → $925M (+$13.6M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7.08% less ownership

Funds ownership: 102.31%95.24% (-7.1%)

24% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 50

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
3.92%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
18
Increased
38
Reduced
50
Closed
12
Calls
$269K
Puts
$246K
Net Calls
+$23K
Net Calls Change
+$197K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$216M +$1.18M +30,628 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$117M -$649K -16,804 -0.5%
RIG
3
RiverFront Investment Group
Virginia
$86.9M -$6.4M -165,804 -7%
Bank of America
4
Bank of America
North Carolina
$57.1M +$1.92M +49,688 +3%
PV
5
Private Vista
Illinois
$54.2M +$782K +20,248 +1%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$31.9M -$320K -8,288 -1%
Wells Fargo
7
Wells Fargo
California
$31M -$1.86M -48,188 -6%
RJA
8
Raymond James & Associates
Florida
$22.7M -$3.13M -80,992 -12%
SWP
9
Stratos Wealth Partners
Ohio
$22.3M +$709K +18,370 +3%
EWM
10
Evercore Wealth Management
New York
$21.2M +$12.6M +327,232 +147%
GW
11
GW & Wade
Massachusetts
$21M -$539K -13,964 -2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$19.2M -$603K -15,620 -3%
Goldman Sachs
13
Goldman Sachs
New York
$18.3M -$2.38M -61,566 -11%
UBS Group
14
UBS Group
Switzerland
$16.9M -$708K -18,340 -4%
CCA
15
Clearwater Capital Advisors
Illinois
$11.3M -$604K -15,654 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10.9M -$823K -21,308 -7%
LPL Financial
17
LPL Financial
California
$10.4M +$3.21M +83,176 +44%
Creative Planning
18
Creative Planning
Kansas
$9.24M +$19.7K +510 +0.2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$9.04M +$198K +5,136 +2%
BTS
20
BB&T Securities
Virginia
$8.93M -$2.47M -63,870 -22%
SP
21
Sarasin & Partners
United Kingdom
$7.15M -$422K -10,920 -6%
MWM
22
Mission Wealth Management
California
$6.28M +$125K +3,228 +2%
LYV
23
Live Your Vision
Pennsylvania
$5.73M +$75.2K +1,948 +1%
DMS
24
Discretionary Management Services
Kansas
$4.88M +$247K +6,400 +5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.83M -$433K -11,208 -8%