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WisdomTree US LargeCap Dividend Fund
220 hedge funds and large institutions have $1.25B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
14% more capital invested
Capital invested by funds: $1.1B → $1.25B (+$149M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
4% less funds holding
Funds holding: 228 → 220 (-8)
6.98% less ownership
Funds ownership: 121.25% → 114.27% (-7%)
14% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 70
17% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 30
Holders
220
Holders Change
-8
Holders Change %
-3.51%
% of All Funds
4.51%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
25
Increased
60
Reduced
70
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$16.1M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$7.2M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$7.04M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$4.52M |
| 5 |
Jane Street
New York
|
+$4.5M |
Top Sellers
| 1 |
RCIM
Red Cedar Investment Management
Grand Rapids,
Michigan
|
-$14.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$14.3M |
| 3 |
Bank of New York Mellon
New York
|
-$10.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.1M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$5.34M |
