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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

193 hedge funds and large institutions have $1.05B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
4.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
47
Reduced
66
Closed
15
Calls
$389K
Puts
$753K
Net Calls
-$364K
Net Calls Change
-$364K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.26M
2
Creative Planning
Creative Planning
Kansas
$13.1M
3
GW
GW & Wade
Massachusetts
$31.5M
4
SPIA
Steward Partners Investment Advisory
New York
$3.25M
5
IA
IFG Advisory
Georgia
$1.29M

Top Sellers

1
SP
Sarasin & Partners
United Kingdom
$0
2
EWM
Evercore Wealth Management
New York
$32M
3
Morgan Stanley
Morgan Stanley
New York
$117M
4
Goldman Sachs
Goldman Sachs
New York
$21.8M
5
AP
Advisors Preferred
Maryland
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$7.07M +$224K +5,068 +3%
LYV
27
Live Your Vision
Pennsylvania
$6.59M +$268K +5,972 +4%
VF
28
Virtu Financial
New York
$6.51M -$344K -7,768 -5%
PP
29
PagnatoKarp Partners
Virginia
$5.85M -$801K -18,104 -12%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$5.17M +$789K +17,834 +18%
VC
31
Vestor Capital
Illinois
$4.94M +$697K +15,748 +16%
GWA
32
Guidant Wealth Advisors
Illinois
$4.89M -$7.75K -350 -0.2%
MWM
33
Mission Wealth Management
California
$4.44M -$73.1K -1,652 -2%
PWAP
34
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.88M -$336K -7,590 -8%
GFPC
35
Global Financial Private Capital
Florida
$3.87M +$59.2K +1,338 +2%
PCM
36
Perritt Capital Management
Illinois
$3.78M -$25K -552 -0.7%
CT
37
CPF Texas
Texas
$3.47M -$151K -3,406 -4%
LW
38
Linscomb Wealth
Texas
$3.42M -$13.5K -306 -0.4%
PA
39
Paracle Advisors
Washington
$3.26M -$85.7K -1,938 -3%
SPIA
40
Steward Partners Investment Advisory
New York
$3.25M +$1.54M +34,752 +90%
UCFA
41
United Capital Financial Advisors
Texas
$3.09M -$32.3K -730 -1%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$3.03M +$863K +19,504 +40%
NFG
43
Nadler Financial Group
Illinois
$2.9M -$247K -5,590 -8%
AG
44
Advisor Group
Arizona
$2.72M +$79.5K +1,798 +3%
Stifel Financial
45
Stifel Financial
Missouri
$2.46M +$1.1M +25,000 +82%
HighTower Advisors
46
HighTower Advisors
Illinois
$2.45M -$1.27M -28,616 -34%
William Blair & Company
47
William Blair & Company
Illinois
$2.27M -$37.9K -856 -2%
HWP
48
Hefty Wealth Partners
Indiana
$2.27M -$107K -2,424 -5%
CWM
49
Circle Wealth Management
New Jersey
$2.17M +$16.9K +382 +0.8%
FAIM
50
Financial Advocates Investment Management
Washington
$2.12M +$17.6K +398 +0.8%
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