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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

171 hedge funds and large institutions have $1.03B invested in WisdomTree US LargeCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+3
Holders Change %
+1.79%
% of All Funds
4.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
14
Increased
50
Reduced
52
Closed
9
Calls
$1.16M
Puts
$522K
Net Calls
+$633K
Net Calls Change
-$266K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$14.3M
2
TSS
2
Two Sigma Securities
New York
$7.89M
3
PA
3
Paracle Advisors
Washington
$3.34M
4
GFPC
4
Global Financial Private Capital
Florida
$3.32M
5
VF
5
Virtu Financial
New York
$7.27M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$124M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$224M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.04M
4
PV
4
Private Vista
Illinois
$41M
5
BTS
5
BB&T Securities
Virginia
$8.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
26
Virtu Financial
New York
$7.27M +$2.49M +57,234 +52%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$6.89M +$441K +10,168 +7%
LYV
28
Live Your Vision
Pennsylvania
$6.56M -$52.2K -1,202 -0.8%
SP
29
Sarasin & Partners
United Kingdom
$6.39M -$133K -3,062 -2%
MWM
30
Mission Wealth Management
California
$4.71M -$253K -5,838 -5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$4.27M -$7.73K -178 -0.2%
VC
32
Vestor Capital
Illinois
$4.19M -$50.8K -1,170 -1%
PWAP
33
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.13M -$201K -4,622 -5%
HighTower Advisors
34
HighTower Advisors
Illinois
$3.97M +$167K +3,858 +4%
PCM
35
Perritt Capital Management
Illinois
$3.7M +$124K +2,864 +3%
LW
36
Linscomb Wealth
Texas
$3.66M -$98.5K -2,268 -3%
AP
37
Advisors Preferred
Maryland
$3.45M +$753K +17,342 +28%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$3.41M -$490K -11,286 -13%
Jane Street
39
Jane Street
New York
$3.36M +$1.86M +42,862 +125%
PA
40
Paracle Advisors
Washington
$3.34M +$3.34M +76,844 New
GFPC
41
Global Financial Private Capital
Florida
$3.32M +$3.32M +76,424 New
UCFA
42
United Capital Financial Advisors
Texas
$3.07M -$122K -2,808 -4%
NFG
43
Nadler Financial Group
Illinois
$3M -$60.3K -1,390 -2%
William Blair & Company
44
William Blair & Company
Illinois
$2.66M -$549K -12,650 -17%
GWA
45
Guidant Wealth Advisors
Illinois
$2.41M -$16.4K -374 -0.7%
AG
46
Advisor Group
Arizona
$2.33M +$279K +6,432 +14%
HWP
47
Hefty Wealth Partners
Indiana
$2.26M +$55.4K +1,276 +3%
CWM
48
Circle Wealth Management
New Jersey
$2.11M +$11.5K +264 +0.5%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$1.96M +$1.91K +44 +0.1%
MHS
50
M Holdings Securities
Oregon
$1.95M – – –
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