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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

100 hedge funds and large institutions have $1.14B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 5 closing their positions.

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
6
Increased
35
Reduced
41
Closed
5
Calls
–
Puts
$484K
Net Calls
-$484K
Net Calls Change
-$272K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$208M
2
BTS
2
BB&T Securities
Virginia
$161M
3
MWM
3
Merriman Wealth Management
Washington
$6.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.48M
5
PA
5
Paracle Advisors
Washington
$4.25M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$259M
2
Wells Fargo
2
Wells Fargo
California
$40.8M
3
Jane Street
3
Jane Street
New York
$0
4
RJA
4
Raymond James & Associates
Florida
$7.38M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$40.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$5.04M 70,794 +5,400 +8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.47M 62,822 -3,072 -5%
PA
28
Paracle Advisors
Washington
$4.25M 59,770 +59,770 New
SI
29
Stephens Inc
Arkansas
$3.87M 54,392 +525 +1%
FAAM
30
First Allied Asset Management
California
$3.66M 51,455 -19,323 -27%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$3.5M 49,116 +17,709 +56%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$3.44M 48,269 +3,647 +8%
EWM
33
Evercore Wealth Management
New York
$3.41M 47,836 +6,101 +15%
LW
34
Linscomb Wealth
Texas
$3.4M 47,777 +561 +1%
NFG
35
Nadler Financial Group
Illinois
$3.24M 45,564 +676 +2%
B
36
Baird
Wisconsin
$3.15M 44,280 +1,671 +4%
NES
37
New England Securities
New York
$3.11M 43,703 +2,728 +7%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$2.73M 38,314 +1,233 +3%
CAN
39
Cetera Advisor Networks
California
$2.5M 35,098 -4,745 -12%
NPC
40
National Planning Corporation
California
$2.25M 31,624 -1,606 -5%
FAAS
41
First Allied Advisory Services
California
$1.89M 26,484 -16,768 -39%
SCA
42
STALEY CAPITAL ADVISERS
Pennsylvania
$1.64M 22,995 – –
AIG
43
American International Group
New York
$1.57M 22,013 -8,165 -27%
MWP
44
Moller Wealth Partners
$1.53M 21,480 – –
SIAS
45
Shine Investment Advisory Services
Colorado
$1.48M 20,743 -85 -0.4%
MHS
46
M Holdings Securities
Oregon
$1.48M 20,744 +90 +0.4%
CS
47
Credit Suisse
Switzerland
$1.42M 19,891 – –
PAMG
48
Patton Albertson Miller Group
Tennessee
$1.28M 17,951 -2,620 -13%
M&T Bank
49
M&T Bank
New York
$1.21M 17,013 +17,013 New
William Blair & Company
50
William Blair & Company
Illinois
$1.19M 16,696 +1,900 +13%
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