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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

210 hedge funds and large institutions have $1.16B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 70 reducing their positions, and 16 closing their positions.

Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
4.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
24
Increased
50
Reduced
70
Closed
16
Calls
$311K
Puts
–
Net Calls
+$311K
Net Calls Change
+$311K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$27.9M
2
SPIA
2
Steward Partners Investment Advisory
New York
$16.9M
3
Creative Planning
3
Creative Planning
Kansas
$21.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.52M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$22.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$109M
3
PV
3
Private Vista
Illinois
$20.3M
4
CI
4
CX Institutional
Indiana
$7.64M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$229M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$10.1M 107,536 -9,474 -8%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$7.91M 83,930 -2,349 -3%
BTS
28
BB&T Securities
Virginia
$7.75M 82,242 -2,729 -3%
CI
29
CX Institutional
Indiana
$7.64M 81,070 -48,073 -37%
LYV
30
Live Your Vision
Pennsylvania
$7.47M 77,048 +222 +0.3%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$6.51M 69,130 -821 -1%
SP
32
Sarasin & Partners
United Kingdom
$6.49M 68,845 -401 -0.6%
MFP
33
Meridian Financial Partners
Virginia
$5.97M 61,914 +226 +0.4%
PP
34
PagnatoKarp Partners
Virginia
$5.9M 62,585 -4,941 -7%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$5.73M 60,751 -11,774 -16%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$5.62M 59,649 -7,455 -11%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$5.6M 59,449 +29 +0%
GFPC
38
Global Financial Private Capital
Florida
$4.6M 48,794 +1,281 +3%
MHS
39
M Holdings Securities
Oregon
$4.4M 46,656 +24,196 +108%
DADC
40
D.A. Davidson & Co
Montana
$3.91M 41,484 +1,630 +4%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$3.76M 39,893 +4,335 +12%
LW
42
Linscomb Wealth
Texas
$3.55M 37,687 +12 +0%
PA
43
Paracle Advisors
Washington
$3.24M 34,392 -829 -2%
PWAP
44
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.19M 33,878 -9,063 -21%
UCFA
45
United Capital Financial Advisors
Texas
$2.93M 31,070 -458 -1%
MWM
46
Mission Wealth Management
California
$2.88M 30,602 -3,390 -10%
Stifel Financial
47
Stifel Financial
Missouri
$2.83M 30,007 -666 -2%
CAN
48
Cetera Advisor Networks
California
$2.79M 29,610 +19,560 +195%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$2.52M 26,754 +26,754 New
SKK
50
Shepherd Kaplan Krochuk
Massachusetts
$2.51M 26,633 +5 +0%
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