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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

135 hedge funds and large institutions have $907M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 5 closing their positions.

Holders
135
Holders Change
+15
Holders Change %
+12.5%
% of All Funds
3.55%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
21
Increased
42
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PV
1
Private Vista
Illinois
$38M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$19.5M
3
SWP
3
Stratos Wealth Partners
Ohio
$19M
4
LPL Financial
4
LPL Financial
California
$14.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$6.03M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$24.9M
2
LYV
2
Live Your Vision
Pennsylvania
$7.7M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$199M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.79M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$4.74M 66,659 +47,744 +252%
VF
27
Virtu Financial
New York
$4.53M 63,710 -1,858 -3%
UCFA
28
United Capital Financial Advisors
Texas
$4.07M 57,184 -2,249 -4%
EWM
29
Evercore Wealth Management
New York
$3.97M 55,783 +2,826 +5%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$3.83M 53,851 -7,960 -13%
DMS
31
Discretionary Management Services
Kansas
$3.68M 51,670 – –
PA
32
Paracle Advisors
Washington
$3.55M 49,850 -1,310 -3%
PWAP
33
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.41M 47,977 -22,543 -32%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$3.41M 47,880 +945 +2%
LW
35
Linscomb Wealth
Texas
$3.28M 46,071 -2 -0%
NFG
36
Nadler Financial Group
Illinois
$2.77M 38,868 -542 -1%
CAN
37
Cetera Advisor Networks
California
$2.71M 38,222 +1,377 +4%
Citigroup
38
Citigroup
New York
$2.58M 36,315 -5,867 -14%
NPC
39
National Planning Corporation
California
$2.32M 34,453 +1,623 +5%
PCM
40
Perritt Capital Management
Illinois
$2.32M 32,577 +1,255 +4%
AssetMark Inc
41
AssetMark Inc
California
$2.06M 28,966 +28,328 +4,440%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$1.56M 21,876 +2,634 +14%
SCA
43
STALEY CAPITAL ADVISERS
Pennsylvania
$1.52M 21,415 -430 -2%
CANC
44
Culbertson A N & Co
Virginia
$1.52M 21,290 +1,250 +6%
MFS
45
MSI Financial Services
Massachusetts
$1.5M 21,115 +6,362 +43%
MWP
46
Moller Wealth Partners
$1.49M 20,996 – –
SIAS
47
Shine Investment Advisory Services
Colorado
$1.47M 20,626 – –
Baird Financial Group
48
Baird Financial Group
Wisconsin
$1.39M 19,596 -340 -2%
RDM
49
Retirement Design & Management
Connecticut
$1.39M 19,536 -409 -2%
OIA
50
Optimum Investment Advisors
Illinois
$1.27M 17,858 -205 -1%
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