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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

200 hedge funds and large institutions have $1.17B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 13 closing their positions.

Holders
200
Holders Change
-10
Holders Change %
-4.76%
% of All Funds
4.35%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
7
Increased
59
Reduced
67
Closed
13
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
-$20K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$30.2M
2
RJA
2
Raymond James & Associates
Florida
$37M
3
Bank of America
3
Bank of America
North Carolina
$63.5M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$29.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.6M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$6.88M
2
Morgan Stanley
2
Morgan Stanley
New York
$96.7M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$221M
4
Goldman Sachs
4
Goldman Sachs
New York
$23.5M
5
GFPC
5
Global Financial Private Capital
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$8.11M 83,696 -234 -0.3%
BTS
27
BB&T Securities
Virginia
$8M 82,531 +289 +0.4%
CI
28
CX Institutional
Indiana
$7.82M 80,687 -383 -0.5%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$6.88M 71,030 -165,127 -70%
SP
30
Sarasin & Partners
United Kingdom
$6.63M 68,389 -456 -0.7%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$6.45M 67,014 +7,365 +12%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$6.39M 65,903 -3,227 -5%
MFP
33
Meridian Financial Partners
Virginia
$6.13M 62,260 +346 +0.6%
PP
34
PagnatoKarp Partners
Virginia
$5.89M 60,814 -1,771 -3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$5.84M 60,214 +765 +1%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$5.64M 58,125 -2,626 -4%
MHS
37
M Holdings Securities
Oregon
$4.62M 47,679 +1,023 +2%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$4.6M 47,489 +7,596 +19%
DADC
39
D.A. Davidson & Co
Montana
$4.27M 44,046 +2,562 +6%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$3.74M 38,576 +11,822 +44%
LW
41
Linscomb Wealth
Texas
$3.66M 37,787 +100 +0.3%
UCFA
42
United Capital Financial Advisors
Texas
$3.32M 34,308 +3,238 +10%
Jane Street
43
Jane Street
New York
$3.17M 32,750 +9,762 +42%
PWAP
44
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.1M 31,993 -1,885 -6%
PA
45
Paracle Advisors
Washington
$3.09M 31,867 -2,525 -7%
CAN
46
Cetera Advisor Networks
California
$3.06M 31,505 +1,895 +6%
MWM
47
Mission Wealth Management
California
$2.93M 30,192 -410 -1%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$2.84M 29,266 -2,388 -8%
Stifel Financial
49
Stifel Financial
Missouri
$2.74M 28,201 -1,806 -6%
FAIM
50
Financial Advocates Investment Management
Washington
$2.57M 26,488 +1,098 +4%
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