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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

93 hedge funds and large institutions have $995M invested in WisdomTree US LargeCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 4 closing their positions.

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
13
Increased
30
Reduced
37
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$156M
2
Morgan Stanley
2
Morgan Stanley
New York
$58.1M
3
SG Americas Securities
3
SG Americas Securities
New York
$3.43M
4
Comerica Bank
4
Comerica Bank
Texas
$3.04M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.24M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$276M
2
BTS
2
BB&T Securities
Virginia
$146M
3
Bank of America
3
Bank of America
North Carolina
$23.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.03M
5
WBG
5
Wharton Business Group
Pennsylvania
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
51
Colony Group
Massachusetts
$935K 15,283 -6,644 -30%
FAAS
52
First Allied Advisory Services
California
$852K 13,955 -1,001 -7%
CANC
53
Culbertson A N & Co
Virginia
$843K 13,770 +80 +0.6%
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$830K 13,555 – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$786K 12,841 +12,841 New
RTS
56
Round Table Services
New Jersey
$766K 12,511 +8 +0.1%
EWA
57
Exencial Wealth Advisors
Oklahoma
$708K 10,993 +7 +0.1%
DG
58
Davidson & Garrard
Virginia
$620K 10,130 – –
BC
59
Bartlett & Co
Ohio
$556K 9,085 – –
CC
60
Courier Capital
New York
$514K 8,405 -1,140 -12%
AA
61
Ancora Advisors
Ohio
$511K 8,347 – –
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$508K 8,301 -41 -0.5%
US Bancorp
63
US Bancorp
Minnesota
$495K 8,079 – –
RJT
64
Raymond James Trust
Florida
$470K 7,675 -1,924 -20%
BJL
65
Brighton Jones LLC
Washington
$457K 7,462 -443 -6%
Deutsche Bank
66
Deutsche Bank
Germany
$408K 6,672 +2,608 +64%
VF
67
Virtu Financial
New York
$379K 6,191 -10,651 -63%
AR
68
Advisory Research
Illinois
$351K 5,720 – –
CWM
69
Concert Wealth Management
California
$338K 5,559 -35 -0.6%
MA
70
MCF Advisors
Kentucky
$304K 4,500 +1,500 +50%
PPA
71
Parametric Portfolio Associates
Washington
$285K 4,648 -235 -5%
Ameriprise
72
Ameriprise
Minnesota
$274K 4,483 +1,123 +33%
ST
73
Spinnaker Trust
Maine
$260K 4,249 -180 -4%
CC
74
Callan Capital
California
$256K 4,177 – –
BP
75
Banyan Partners
Florida
$255K 4,159 +4,159 New
1 2
3
4