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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

168 hedge funds and large institutions have $1,000M invested in WisdomTree US LargeCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+7
Holders Change %
+4.35%
% of All Funds
4.19%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
14
Increased
47
Reduced
57
Closed
6
Calls
$1.51M
Puts
$614K
Net Calls
+$899K
Net Calls Change
+$1.18M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$5.08M
2
Goldman Sachs
Goldman Sachs
New York
$23.5M
3
GW
GW & Wade
Massachusetts
$26.4M
4
VF
Virtu Financial
New York
$4.63M
5
HighTower Advisors
HighTower Advisors
Illinois
$3.67M

Top Sellers

1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$26.8M
2
PV
Private Vista
Illinois
$43M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$226M
4
PA
Paracle Advisors
Washington
$0
5
Citadel Advisors
Citadel Advisors
Florida
$793K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$6.24M -$67K -1,594 -1%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$5.08M +$3.87M +92,080 +321%
MWM
28
Mission Wealth Management
California
$4.8M -$46.2K -1,100 -1%
VF
29
Virtu Financial
New York
$4.63M +$2.68M +63,858 +138%
PWAP
30
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.19M +$72.8K +1,732 +2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$4.15M -$174K -4,140 -4%
VC
32
Vestor Capital
Illinois
$4.1M +$73.1K +1,740 +2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.77M +$254K +6,044 +7%
HighTower Advisors
34
HighTower Advisors
Illinois
$3.67M +$2.08M +49,528 +130%
LW
35
Linscomb Wealth
Texas
$3.64M -$64.1K -1,524 -2%
PCM
36
Perritt Capital Management
Illinois
$3.46M -$74K -1,760 -2%
William Blair & Company
37
William Blair & Company
Illinois
$3.11M -$602K -14,324 -16%
UCFA
38
United Capital Financial Advisors
Texas
$3.09M -$52.6K -1,250 -2%
NFG
39
Nadler Financial Group
Illinois
$2.96M -$213K -5,070 -7%
AP
40
Advisors Preferred
Maryland
$2.61M +$47.1K +1,120 +2%
GWA
41
Guidant Wealth Advisors
Illinois
$2.32M -$4.78K -114 -0.2%
HWP
42
Hefty Wealth Partners
Indiana
$2.13M +$816K +19,412 +62%
Citigroup
43
Citigroup
New York
$2.1M -$57.8K -1,374 -3%
CWM
44
Circle Wealth Management
New Jersey
$2.03M +$7.32K +174 +0.4%
AG
45
Advisor Group
Arizona
$1.99M -$644K -15,326 -24%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$1.91M -$41.6K -990 -2%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$1.9M +$46.1K +1,096 +2%
MHS
48
M Holdings Securities
Oregon
$1.89M +$798K +18,988 +73%
MWP
49
Moller Wealth Partners
$1.77M – – –
CANC
50
Culbertson A N & Co
Virginia
$1.6M -$16.8K -400 -1%
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