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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

121 hedge funds and large institutions have $1.65B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
121
Holders Change
+21
Holders Change %
+21%
% of All Funds
3.23%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
28
Increased
46
Reduced
26
Closed
6
Calls
–
Puts
$378K
Net Calls
-$378K
Net Calls Change
+$106K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$499M
2
BTS
2
BB&T Securities
Virginia
$335M
3
UBS Group
3
UBS Group
Switzerland
$40.6M
4
RJA
4
Raymond James & Associates
Florida
$25.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$98.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.1M
2
UCFA
2
United Capital Financial Advisors
Texas
$3.35M
3
EWM
3
Evercore Wealth Management
New York
$0
4
Citigroup
4
Citigroup
New York
$3.66M
5
GW
5
GW & Wade
Massachusetts
$31.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.83M 65,061 +2,239 +4%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$4.5M 60,649 -16,381 -21%
PA
28
Paracle Advisors
Washington
$4.22M 56,882 -2,888 -5%
SI
29
Stephens Inc
Arkansas
$4.11M 55,440 +1,048 +2%
Citigroup
30
Citigroup
New York
$3.66M 49,429 -24,904 -34%
FAAM
31
First Allied Asset Management
California
$3.52M 47,465 -3,990 -8%
LW
32
Linscomb Wealth
Texas
$3.5M 47,247 -530 -1%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$3.48M 46,971 -1,298 -3%
NFG
34
Nadler Financial Group
Illinois
$3.43M 46,184 +620 +1%
B
35
Baird
Wisconsin
$3.42M 46,182 +1,902 +4%
NES
36
New England Securities
New York
$3.41M 45,961 +2,258 +5%
UCFA
37
United Capital Financial Advisors
Texas
$3.35M 45,116 -70,463 -61%
AIG
38
American International Group
New York
$3.3M 44,518 +22,505 +102%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$3.08M 41,533 +3,219 +8%
CAN
40
Cetera Advisor Networks
California
$2.85M 38,459 +3,361 +10%
NPC
41
National Planning Corporation
California
$2.32M 31,688 +64 +0.2%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$2.13M 28,678 +28,678 New
SCA
43
STALEY CAPITAL ADVISERS
Pennsylvania
$1.71M 22,995 – –
MWP
44
Moller Wealth Partners
$1.56M 20,996 -484 -2%
SG Americas Securities
45
SG Americas Securities
New York
$1.55M 20,958 +20,958 New
RDM
46
Retirement Design & Management
Connecticut
$1.55M 20,894 +20,894 New
MHS
47
M Holdings Securities
Oregon
$1.54M 20,744 – –
SIAS
48
Shine Investment Advisory Services
Colorado
$1.53M 20,626 -117 -0.6%
PAMG
49
Patton Albertson Miller Group
Tennessee
$1.51M 20,334 +2,383 +13%
CS
50
Credit Suisse
Switzerland
$1.48M 19,891 – –
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