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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

99 hedge funds and large institutions have $1.11B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 11 closing their positions.

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.85%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
13
Increased
33
Reduced
33
Closed
11
Calls
–
Puts
$212K
Net Calls
-$212K
Net Calls Change
-$212K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$83.7M
2
BTS
2
BB&T Securities
Virginia
$150M
3
Wells Fargo
3
Wells Fargo
California
$43.3M
4
PI
4
Placemark Investments
Illinois
$9.11M
5
Jane Street
5
Jane Street
New York
$2.17M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$280M
2
WBG
2
Wharton Business Group
Pennsylvania
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$177M
4
SG Americas Securities
4
SG Americas Securities
New York
$1.41M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.23M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
51
Optimum Investment Advisors
Illinois
$1.19M 16,796 -150 -0.9%
CG
52
Colony Group
Massachusetts
$1.08M 15,253 -2,279 -13%
William Blair & Company
53
William Blair & Company
Illinois
$1.05M 14,796 -2,213 -13%
CANC
54
Culbertson A N & Co
Virginia
$1.01M 14,200 – –
MFS
55
MSI Financial Services
Massachusetts
$988K 13,948 -1,438 -9%
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$960K 13,555 -3,850 -22%
EWA
57
Exencial Wealth Advisors
Oklahoma
$785K 11,011 +6 +0.1%
CA
58
Cetera Advisors
Colorado
$763K 10,785 -160 -1%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$664K 9,381 +9,381 New
BC
60
Bartlett & Co
Ohio
$620K 8,760 – –
AA
61
Ancora Advisors
Ohio
$612K 8,647 – –
BCM
62
Beck Capital Management
Texas
$596K 8,417 -79 -0.9%
CC
63
Courier Capital
New York
$584K 8,250 – –
RJT
64
Raymond James Trust
Florida
$542K 7,657 -2,044 -21%
US Bancorp
65
US Bancorp
Minnesota
$529K 7,465 – –
PLFAM
66
Pineno Levin & Ford Asset Management
Virginia
$514K 7,256 +180 +3%
VKH
67
Virtu KCG Holdings
New York
$499K 7,050 +7,050 New
BJL
68
Brighton Jones LLC
Washington
$474K 6,695 +37 +0.6%
Stifel Financial
69
Stifel Financial
Missouri
$460K 6,501 +629 +11%
PAG
70
Private Advisor Group
New Jersey
$425K 6,003 +2,777 +86%
AR
71
Advisory Research
Illinois
$405K 5,720 – –
Ameriprise
72
Ameriprise
Minnesota
$401K 5,661 +398 +8%
CWM
73
Concert Wealth Management
California
$369K 5,456 -1 -0%
CL
74
Choreo LLC
Illinois
$368K 5,195 – –
MA
75
MCF Advisors
Kentucky
$304K 4,500 – –
1 2
3
4 5