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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

147 hedge funds and large institutions have $925M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 12 closing their positions.

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
18
Increased
38
Reduced
50
Closed
12
Calls
$269K
Puts
$246K
Net Calls
+$23K
Net Calls Change
+$197K

Top Buyers

1
EWM
1
Evercore Wealth Management
New York
$21.2M
2
Jane Street
2
Jane Street
New York
$3.25M
3
LPL Financial
3
LPL Financial
California
$10.4M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.15M
5
GWA
5
Guidant Wealth Advisors
Illinois
$2.63M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$86.9M
2
VF
2
Virtu Financial
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
RJA
4
Raymond James & Associates
Florida
$22.7M
5
BTS
5
BB&T Securities
Virginia
$8.93M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$4.3M 55,869 -28,630 -34%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.29M 55,727 -12,159 -18%
PWAP
28
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.89M 50,461 +65 +0.1%
LW
29
Linscomb Wealth
Texas
$3.68M 47,748 +2,815 +6%
PA
30
Paracle Advisors
Washington
$3.64M 47,302 -86 -0.2%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$3.62M 47,062 -2,312 -5%
SG Americas Securities
32
SG Americas Securities
New York
$3.53M 45,864 +22,400 +95%
William Blair & Company
33
William Blair & Company
Illinois
$3.43M 44,490 +18,450 +71%
Jane Street
34
Jane Street
New York
$3.25M 42,244 +42,244 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$3.15M 40,943 +40,943 New
UCFA
36
United Capital Financial Advisors
Texas
$3.05M 39,556 -1,083 -3%
NFG
37
Nadler Financial Group
Illinois
$2.86M 37,130 +750 +2%
GWA
38
Guidant Wealth Advisors
Illinois
$2.63M 34,534 +34,534 New
PCM
39
Perritt Capital Management
Illinois
$2.44M 31,737 -115 -0.4%
NPC
40
National Planning Corporation
California
$2.38M 31,576 -827 -3%
Citadel Advisors
41
Citadel Advisors
Florida
$2.05M 26,609 +26,609 New
HWP
42
Hefty Wealth Partners
Indiana
$2.03M 26,381 +11,083 +72%
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$1.89M 24,512 -128 -0.5%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$1.84M 23,931 +166 +0.7%
Citigroup
45
Citigroup
New York
$1.75M 22,733 -8,251 -27%
MWP
46
Moller Wealth Partners
$1.62M 20,996 – –
SCA
47
STALEY CAPITAL ADVISERS
Pennsylvania
$1.5M 19,540 -1,300 -6%
SIAS
48
Shine Investment Advisory Services
Colorado
$1.5M 19,451 – –
CANC
49
Culbertson A N & Co
Virginia
$1.49M 19,390 -2,230 -10%
OIM
50
Opus Investment Management
Massachusetts
$1.36M 17,600 +17,600 New
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