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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

98 hedge funds and large institutions have $1.15B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 7 closing their positions.

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.83%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
10
Increased
31
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$359M
2
Goldman Sachs
2
Goldman Sachs
New York
$17.3M
3
UCFA
3
United Capital Financial Advisors
Texas
$9.56M
4
FAAM
4
First Allied Asset Management
California
$4.83M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.4M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$136M
2
LYV
2
Live Your Vision
Pennsylvania
$28.8M
3
WBG
3
Wharton Business Group
Pennsylvania
$10M
4
AI
4
Atria Investments
North Carolina
$491K
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$995K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.39M 64,871 +3,240 +5%
SG Americas Securities
27
SG Americas Securities
New York
$3.84M 56,740 -100 -0.2%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$3.7M 54,727 +9,840 +22%
LW
29
Linscomb Wealth
Texas
$3.45M 51,005 -1,224 -2%
NFG
30
Nadler Financial Group
Illinois
$3.34M 49,358 -1,165 -2%
B
31
Baird
Wisconsin
$2.92M 43,215 -9,481 -18%
SI
32
Stephens Inc
Arkansas
$2.76M 40,729 -572 -1%
FAAS
33
First Allied Advisory Services
California
$2.75M 40,667 +27,206 +202%
CAN
34
Cetera Advisor Networks
California
$2.63M 38,830 +1,773 +5%
NES
35
New England Securities
New York
$2.56M 37,901 +3,290 +10%
EWM
36
Evercore Wealth Management
New York
$2.48M 36,730 +392 +1%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$2.42M 35,864 +4,316 +14%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.27M 33,505 +2,888 +9%
NPC
39
National Planning Corporation
California
$2.25M 33,044 -770 -2%
SCA
40
STALEY CAPITAL ADVISERS
Pennsylvania
$1.7M 25,195 -1,300 -5%
AIG
41
American International Group
New York
$1.59M 23,476 +20,191 +615%
Citigroup
42
Citigroup
New York
$1.49M 22,073 +4,838 +28%
MWP
43
Moller Wealth Partners
$1.45M 21,480 -3,883 -15%
CS
44
Credit Suisse
Switzerland
$1.35M 19,891 – –
PAMG
45
Patton Albertson Miller Group
Tennessee
$1.26M 18,669 -3,319 -15%
TT
46
Tower Trust
Indiana
$1.23M 18,124 -3,808 -17%
CG
47
Colony Group
Massachusetts
$1.19M 17,532 -1,510 -8%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$1.18M 17,405 +3,250 +23%
William Blair & Company
49
William Blair & Company
Illinois
$1.15M 17,009 -1,458 -8%
OIA
50
Optimum Investment Advisors
Illinois
$1.15M 16,946 -380 -2%
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