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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

93 hedge funds and large institutions have $995M invested in WisdomTree US LargeCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 4 closing their positions.

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
13
Increased
30
Reduced
37
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$156M
2
Morgan Stanley
2
Morgan Stanley
New York
$58.1M
3
SG Americas Securities
3
SG Americas Securities
New York
$3.43M
4
Comerica Bank
4
Comerica Bank
Texas
$3.04M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.24M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$276M
2
BTS
2
BB&T Securities
Virginia
$146M
3
Bank of America
3
Bank of America
North Carolina
$23.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.03M
5
WBG
5
Wharton Business Group
Pennsylvania
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
LW
26
Linscomb Wealth
Texas
$3.34M 54,546 -1,464 -3%
Creative Planning
27
Creative Planning
Kansas
$3.27M 53,442 +9,170 +21%
Goldman Sachs
28
Goldman Sachs
New York
$3.24M 52,846 +42,600 +416%
NFG
29
Nadler Financial Group
Illinois
$3.05M 49,768 +1 +0%
Comerica Bank
30
Comerica Bank
Texas
$3.04M 49,635 +49,635 New
AI
31
Atria Investments
North Carolina
$2.96M 48,359 -4,478 -8%
JWA
32
JFS Wealth Advisors
Pennsylvania
$2.77M 45,242 -2,146 -5%
SI
33
Stephens Inc
Arkansas
$2.52M 41,101 +1,355 +3%
EWM
34
Evercore Wealth Management
New York
$2.08M 33,961 +8,125 +31%
NPC
35
National Planning Corporation
California
$2.02M 32,778 +1,052 +3%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$1.93M 31,478 -10,059 -24%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$1.74M 28,499 +4,258 +18%
CAN
38
Cetera Advisor Networks
California
$1.73M 28,223 +5,339 +23%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.66M 27,080 +27,080 New
SCA
40
STALEY CAPITAL ADVISERS
Pennsylvania
$1.62M 26,495 -300 -1%
NES
41
New England Securities
New York
$1.57M 25,561 +2,925 +13%
MWP
42
Moller Wealth Partners
$1.55M 25,338 +24 +0.1%
PAMG
43
Patton Albertson Miller Group
Tennessee
$1.46M 23,904 +820 +4%
TT
44
Tower Trust
Indiana
$1.35M 22,040 -580 -3%
MFS
45
MSI Financial Services
Massachusetts
$1.32M 21,477 -549 -2%
CS
46
Credit Suisse
Switzerland
$1.22M 19,891 -831 -4%
William Blair & Company
47
William Blair & Company
Illinois
$1.2M 19,578 -4,998 -20%
Citigroup
48
Citigroup
New York
$1.12M 18,364 -17,746 -49%
OIA
49
Optimum Investment Advisors
Illinois
$1.08M 17,661 +17,661 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$984K 16,070 -41,037 -72%
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