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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

144 hedge funds and large institutions have $912M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 16 closing their positions.

Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
3.85%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
12
Increased
37
Reduced
51
Closed
16
Calls
$311K
Puts
$485K
Net Calls
-$174K
Net Calls Change
+$104K

Top Buyers

1
CCA
1
Clearwater Capital Advisors
Illinois
$11.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$116M
3
Wells Fargo
3
Wells Fargo
California
$32.3M
4
Bank of America
4
Bank of America
North Carolina
$54.3M
5
PV
5
Private Vista
Illinois
$55.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$20.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.14M
3
LPL Financial
3
LPL Financial
California
$7.22M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
LYV
5
Live Your Vision
Pennsylvania
$5.56M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$5.14M 67,886 -95,576 -58%
DMS
27
Discretionary Management Services
Kansas
$4.56M 60,195 +4,775 +9%
VF
28
Virtu Financial
New York
$4.03M 53,232 -8,489 -14%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$3.99M 52,691 +25,357 +93%
PWAP
30
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.82M 50,396 +2,186 +5%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$3.74M 49,374 +1,203 +2%
PA
32
Paracle Advisors
Washington
$3.59M 47,388 -1,223 -3%
LW
33
Linscomb Wealth
Texas
$3.4M 44,933 -1,167 -3%
UCFA
34
United Capital Financial Advisors
Texas
$3.09M 40,639 -980 -2%
NFG
35
Nadler Financial Group
Illinois
$2.76M 36,380 -870 -2%
NPC
36
National Planning Corporation
California
$2.49M 32,403 -1,521 -4%
PCM
37
Perritt Capital Management
Illinois
$2.41M 31,852 +223 +0.7%
Citigroup
38
Citigroup
New York
$2.35M 30,984 +324 +1%
William Blair & Company
39
William Blair & Company
Illinois
$1.97M 26,040 +13,144 +102%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$1.87M 24,640 +1,172 +5%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$1.8M 23,765 -3,293 -12%
SG Americas Securities
42
SG Americas Securities
New York
$1.78M 23,464 -600 -2%
SG
43
Societe Generale
$1.78M 23,464 +23,464 New
CANC
44
Culbertson A N & Co
Virginia
$1.64M 21,620 +40 +0.2%
MWP
45
Moller Wealth Partners
$1.59M 20,996 – –
SCA
46
STALEY CAPITAL ADVISERS
Pennsylvania
$1.58M 20,840 -1,075 -5%
SIAS
47
Shine Investment Advisory Services
Colorado
$1.47M 19,451 -625 -3%
OIA
48
Optimum Investment Advisors
Illinois
$1.39M 18,285 -600 -3%
MFS
49
MSI Financial Services
Massachusetts
$1.38M 18,210 -1,986 -10%
M&T Bank
50
M&T Bank
New York
$1.26M 16,677 – –
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