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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

122 hedge funds and large institutions have $1.36B invested in WisdomTree US LargeCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
19
Increased
33
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.9M
2
EWM
2
Evercore Wealth Management
New York
$4.46M
3
DMS
3
Discretionary Management Services
Kansas
$3.68M
4
MFS
4
MSI Financial Services
Massachusetts
$4.57M
5
MAA
5
Managed Account Advisors
New Jersey
$2.8M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$293M
2
BTS
2
BB&T Securities
Virginia
$272M
3
Jane Street
3
Jane Street
New York
$732K
4
GW
4
GW & Wade
Massachusetts
$25.3M
5
SI
5
Stephens Inc
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$4.65M 63,390 +2,741 +5%
MFS
27
MSI Financial Services
Massachusetts
$4.57M 62,351 +48,703 +357%
EWM
28
Evercore Wealth Management
New York
$4.46M 60,832 +60,832 New
Citigroup
29
Citigroup
New York
$4.11M 56,022 +6,593 +13%
PA
30
Paracle Advisors
Washington
$4.04M 55,086 -1,796 -3%
DMS
31
Discretionary Management Services
Kansas
$3.68M 50,200 +50,200 New
LW
32
Linscomb Wealth
Texas
$3.39M 46,258 -989 -2%
NFG
33
Nadler Financial Group
Illinois
$3.32M 45,305 -879 -2%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$3.18M 43,388 +1,855 +4%
FAAM
35
First Allied Asset Management
California
$3.15M 43,060 -4,405 -9%
B
36
Baird
Wisconsin
$3.04M 41,450 -4,732 -10%
UCFA
37
United Capital Financial Advisors
Texas
$2.97M 39,966 -5,150 -11%
CAN
38
Cetera Advisor Networks
California
$2.96M 40,295 +1,836 +5%
MAA
39
Managed Account Advisors
New Jersey
$2.8M 38,138 +38,138 New
PCM
40
Perritt Capital Management
Illinois
$2.23M 30,358 +30,358 New
NPC
41
National Planning Corporation
California
$2.14M 28,846 -2,842 -9%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$2.09M 28,570 -108 -0.4%
SCA
43
STALEY CAPITAL ADVISERS
Pennsylvania
$1.6M 21,845 -1,150 -5%
AIG
44
American International Group
New York
$1.57M 21,415 -23,103 -52%
MWP
45
Moller Wealth Partners
$1.54M 20,996 – –
MHS
46
M Holdings Securities
Oregon
$1.52M 20,744 – –
SIAS
47
Shine Investment Advisory Services
Colorado
$1.51M 20,626 – –
SG Americas Securities
48
SG Americas Securities
New York
$1.5M 20,498 -460 -2%
RDM
49
Retirement Design & Management
Connecticut
$1.5M 20,516 -378 -2%
CS
50
Credit Suisse
Switzerland
$1.46M 19,891 – –
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