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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

161 hedge funds and large institutions have $998M invested in WisdomTree US LargeCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 67 reducing their positions, and 9 closing their positions.

Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
19
Increased
33
Reduced
67
Closed
9
Calls
$307K
Puts
$589K
Net Calls
-$282K
Net Calls Change
-$250K

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$9.14M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4M
3
EWM
3
Evercore Wealth Management
New York
$34.9M
4
VF
4
Virtu Financial
New York
$1.92M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$21.9M

Top Sellers

1
PV
1
Private Vista
Illinois
$47M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$227M
3
Bank of America
3
Bank of America
North Carolina
$57.4M
4
Wells Fargo
4
Wells Fargo
California
$29.9M
5
VC
5
Vestor Capital
Illinois
$3.97M
Name Market Value Shares Shares
Change 		Shares
Change %
SP
26
Sarasin & Partners
United Kingdom
$6.15M 74,207 -6,095 -8%
MWM
27
Mission Wealth Management
California
$4.78M 57,649 -4,791 -8%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.26M 51,400 -7,465 -13%
PWAP
29
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.06M 49,001 -895 -2%
Citadel Advisors
30
Citadel Advisors
Florida
$4M 48,246 +48,246 New
VC
31
Vestor Capital
Illinois
$3.97M 47,910 -45,112 -48%
William Blair & Company
32
William Blair & Company
Illinois
$3.68M 44,143 +3,549 +9%
LW
33
Linscomb Wealth
Texas
$3.65M 44,065 +41 +0.1%
PA
34
Paracle Advisors
Washington
$3.61M 43,565 -2,234 -5%
PCM
35
Perritt Capital Management
Illinois
$3.48M 41,996 +1,320 +3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$3.47M 41,829 -9,025 -18%
NFG
37
Nadler Financial Group
Illinois
$3.13M 37,770 -10 -0%
UCFA
38
United Capital Financial Advisors
Texas
$3.1M 37,335 -73 -0.2%
AG
39
Advisor Group
Arizona
$2.6M 31,318 +3,544 +13%
GWA
40
Guidant Wealth Advisors
Illinois
$2.29M 27,705 -1,254 -4%
Citigroup
41
Citigroup
New York
$2.13M 25,692 +182 +0.7%
CWM
42
Circle Wealth Management
New Jersey
$1.99M 24,033 +69 +0.3%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$1.93M 23,252 -925 -4%
VF
44
Virtu Financial
New York
$1.92M 23,121 +23,121 New
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$1.82M 21,986 -148 -0.7%
MWP
46
Moller Wealth Partners
$1.74M 20,996 – –
CANC
47
Culbertson A N & Co
Virginia
$1.59M 19,180 -200 -1%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.58M 19,069 +5,620 +42%
SIAS
49
Shine Investment Advisory Services
Colorado
$1.57M 18,943 -265 -1%
KA
50
Kovack Advisors
Florida
$1.48M 17,831 +5,821 +48%
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