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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

152 hedge funds and large institutions have $992M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 15 closing their positions.

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
3.81%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
21
Increased
43
Reduced
47
Closed
15
Calls
$208K
Puts
$240K
Net Calls
-$32K
Net Calls Change
-$55K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$134M
2
PP
2
PagnatoKarp Partners
Virginia
$11.7M
3
EWM
3
Evercore Wealth Management
New York
$30.8M
4
VC
4
Vestor Capital
Illinois
$7.43M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$6.76M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$84.6M
2
PV
2
Private Vista
Illinois
$53.8M
3
SG Americas Securities
3
SG Americas Securities
New York
$119K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Jane Street
5
Jane Street
New York
$1.73M
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$5.33M 66,770 +19,708 +42%
MWM
27
Mission Wealth Management
California
$4.99M 62,440 -19,059 -23%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.7M 58,865 +3,138 +6%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$4.06M 50,854 -11,936 -19%
PWAP
30
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.99M 49,896 -565 -1%
PA
31
Paracle Advisors
Washington
$3.66M 45,799 -1,503 -3%
LW
32
Linscomb Wealth
Texas
$3.52M 44,024 -3,724 -8%
PCM
33
Perritt Capital Management
Illinois
$3.25M 40,676 +8,939 +28%
William Blair & Company
34
William Blair & Company
Illinois
$3.24M 40,594 -3,896 -9%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$3.15M 39,381 -16,488 -30%
NFG
36
Nadler Financial Group
Illinois
$3.02M 37,780 +650 +2%
UCFA
37
United Capital Financial Advisors
Texas
$2.99M 37,408 -2,148 -5%
NPC
38
National Planning Corporation
California
$2.66M 33,160 +1,584 +5%
AP
39
Advisors Preferred
Maryland
$2.41M 30,197 +30,197 New
GWA
40
Guidant Wealth Advisors
Illinois
$2.33M 28,959 -5,575 -16%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$2.3M 28,817 +28,817 New
AG
42
Advisor Group
Arizona
$2.22M 27,774 +14,037 +102%
HWP
43
Hefty Wealth Partners
Indiana
$2.17M 27,217 +836 +3%
Citigroup
44
Citigroup
New York
$2.04M 25,510 +2,777 +12%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$1.93M 24,177 +246 +1%
CWM
46
Circle Wealth Management
New Jersey
$1.92M 23,964 +23,964 New
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$1.77M 22,134 -2,378 -10%
Jane Street
48
Jane Street
New York
$1.73M 21,598 -20,646 -49%
MWP
49
Moller Wealth Partners
$1.68M 20,996 – –
CANC
50
Culbertson A N & Co
Virginia
$1.55M 19,380 -10 -0.1%
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