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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

149 hedge funds and large institutions have $872M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 54 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+14
Holders Change %
+10.37%
% of All Funds
3.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
22
Increased
38
Reduced
54
Closed
8
Calls
$1K
Puts
$279K
Net Calls
-$278K
Net Calls Change
-$278K

Top Buyers

1
PV
Private Vista
Illinois
$51.5M
2
Morgan Stanley
Morgan Stanley
New York
$101M
3
EWM
Evercore Wealth Management
New York
$7.09M
4
Wells Fargo
Wells Fargo
California
$28.1M
5
SG Americas Securities
SG Americas Securities
New York
$1.77M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$87.9M
2
HighTower Advisors
HighTower Advisors
Illinois
$323K
3
UBS Group
UBS Group
Switzerland
$17M
4
RJA
Raymond James & Associates
Florida
$24.9M
5
BTS
BB&T Securities
Virginia
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
26
Virtu Financial
New York
$4.53M -$146K -3,978 -3%
DMS
27
Discretionary Management Services
Kansas
$4.07M +$275K +7,500 +7%
PA
28
Paracle Advisors
Washington
$3.57M -$90.9K -2,478 -2%
PWAP
29
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.54M +$17.1K +466 +0.5%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$3.53M +$21.3K +582 +0.6%
LW
31
Linscomb Wealth
Texas
$3.38M +$2.13K +58 +0.1%
UCFA
32
United Capital Financial Advisors
Texas
$3.06M -$1.14M -31,130 -27%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$3M -$953K -25,970 -24%
NFG
34
Nadler Financial Group
Illinois
$2.73M -$119K -3,236 -4%
NPC
35
National Planning Corporation
California
$2.49M -$38.8K -1,058 -2%
PCM
36
Perritt Capital Management
Illinois
$2.32M -$69.6K -1,896 -3%
Citigroup
37
Citigroup
New York
$2.25M -$415K -11,310 -16%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.01M +$1.15M +31,432 +135%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$1.99M +$548K +14,924 +38%
SG Americas Securities
40
SG Americas Securities
New York
$1.77M +$1.16M +31,708 +193%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$1.72M +$117K +3,184 +7%
SCA
42
STALEY CAPITAL ADVISERS
Pennsylvania
$1.61M +$36.7K +1,000 +2%
CANC
43
Culbertson A N & Co
Virginia
$1.58M +$21.3K +580 +1%
MWP
44
Moller Wealth Partners
$1.54M – – –
MFS
45
MSI Financial Services
Massachusetts
$1.48M -$67.4K -1,838 -4%
SIAS
46
Shine Investment Advisory Services
Colorado
$1.47M -$40.4K -1,100 -3%
OIA
47
Optimum Investment Advisors
Illinois
$1.39M +$75.4K +2,054 +6%
M&T Bank
48
M&T Bank
New York
$1.22M -$21.4K -582 -2%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$1.2M +$52.1K +1,420 +5%
CAN
50
Cetera Advisor Networks
California
$1.11M -$1.7M -46,266 -61%
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