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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

191 hedge funds and large institutions have $1.03B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 68 reducing their positions, and 11 closing their positions.

Holders
191
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
14
Increased
41
Reduced
68
Closed
11
Calls
–
Puts
$522K
Net Calls
-$522K
Net Calls Change
-$158K

Top Buyers

1
SP
1
Sarasin & Partners
United Kingdom
$6.21M
2
CI
2
CX Institutional
Indiana
$4.72M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.59M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.7M
5
Creative Planning
5
Creative Planning
Kansas
$15.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$22.2M
2
VF
2
Virtu Financial
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$51.4M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$217M
5
Morgan Stanley
5
Morgan Stanley
New York
$114M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$6.34M 70,603 -46,814 -40%
SP
27
Sarasin & Partners
United Kingdom
$6.21M 69,214 +69,214 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$6.1M 67,953 -14,739 -18%
PP
29
PagnatoKarp Partners
Virginia
$6.03M 67,152 +1,064 +2%
GWA
30
Guidant Wealth Advisors
Illinois
$5.16M 110,079 -294 -0.3%
VC
31
Vestor Capital
Illinois
$5.02M 55,979 +180 +0.3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$4.93M 54,901 -3,472 -6%
CI
33
CX Institutional
Indiana
$4.72M 52,574 +52,574 New
MWM
34
Mission Wealth Management
California
$4.38M 48,842 -1,377 -3%
PWAP
35
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.94M 43,840 -29 -0.1%
GFPC
36
Global Financial Private Capital
Florida
$3.89M 43,339 -342 -0.8%
PCM
37
Perritt Capital Management
Illinois
$3.84M 42,812 +1,012 +2%
Citadel Advisors
38
Citadel Advisors
Florida
$3.59M 39,949 +36,972 +1,242%
LW
39
Linscomb Wealth
Texas
$3.47M 38,692 – –
CT
40
CPF Texas
Texas
$3.45M 38,421 -826 -2%
PA
41
Paracle Advisors
Washington
$3.26M 36,277 -544 -1%
NFG
42
Nadler Financial Group
Illinois
$3.15M 35,125 +2,375 +7%
UCFA
43
United Capital Financial Advisors
Texas
$3.08M 34,298 -574 -2%
AG
44
Advisor Group
Arizona
$2.68M 29,861 -843 -3%
SPIA
45
Steward Partners Investment Advisory
New York
$2.66M 29,597 -7,086 -19%
Stifel Financial
46
Stifel Financial
Missouri
$2.39M 26,608 -1,168 -4%
HighTower Advisors
47
HighTower Advisors
Illinois
$2.33M 25,978 -1,655 -6%
CWM
48
Circle Wealth Management
New Jersey
$2.21M 24,658 +110 +0.4%
William Blair & Company
49
William Blair & Company
Illinois
$2.2M 24,453 -1,203 -5%
AP
50
Advisors Preferred
Maryland
$2.17M 24,199 +12,503 +107%
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