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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

100 hedge funds and large institutions have $1.14B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 5 closing their positions.

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
6
Increased
35
Reduced
41
Closed
5
Calls
–
Puts
$484K
Net Calls
-$484K
Net Calls Change
-$272K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$208M
2
BTS
2
BB&T Securities
Virginia
$161M
3
MWM
3
Merriman Wealth Management
Washington
$6.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.48M
5
PA
5
Paracle Advisors
Washington
$4.25M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$259M
2
Wells Fargo
2
Wells Fargo
California
$40.8M
3
Jane Street
3
Jane Street
New York
$0
4
RJA
4
Raymond James & Associates
Florida
$7.38M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$40.2M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
51
Optimum Investment Advisors
Illinois
$1.19M 16,683 -113 -0.7%
CG
52
Colony Group
Massachusetts
$1.03M 14,534 -719 -5%
ONB
53
Old National Bancorp
Indiana
$1.02M 14,360 -2,620 -15%
CANC
54
Culbertson A N & Co
Virginia
$1.01M 14,182 -18 -0.1%
MFS
55
MSI Financial Services
Massachusetts
$1M 14,049 +101 +0.7%
PAG
56
Private Advisor Group
New Jersey
$981K 13,783 +7,780 +130%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$950K 13,355 -200 -1%
EWA
58
Exencial Wealth Advisors
Oklahoma
$784K 11,017 +6 +0.1%
CA
59
Cetera Advisors
Colorado
$767K 10,785 – –
AA
60
Ancora Advisors
Ohio
$605K 8,506 -141 -2%
BC
61
Bartlett & Co
Ohio
$591K 8,305 -455 -5%
BCM
62
Beck Capital Management
Texas
$585K 8,373 -44 -0.5%
CC
63
Courier Capital
New York
$566K 7,950 -300 -4%
RTS
64
Round Table Services
New Jersey
$559K 7,853 +7,853 New
PLFAM
65
Pineno Levin & Ford Asset Management
Virginia
$516K 7,256 – –
SI
66
SII Investments
Wisconsin
$502K 7,026 -12,847 -65%
Deutsche Bank
67
Deutsche Bank
Germany
$494K 6,952 -15,051 -68%
RJT
68
Raymond James Trust
Florida
$489K 6,877 -780 -10%
BJL
69
Brighton Jones LLC
Washington
$479K 6,737 +42 +0.6%
US Bancorp
70
US Bancorp
Minnesota
$471K 6,615 -850 -11%
Stifel Financial
71
Stifel Financial
Missouri
$418K 5,874 -627 -10%
Ameriprise
72
Ameriprise
Minnesota
$404K 5,671 +10 +0.2%
AR
73
Advisory Research
Illinois
$400K 5,620 -100 -2%
CL
74
Choreo LLC
Illinois
$370K 5,195 – –
CWM
75
Concert Wealth Management
California
$368K 5,174 -282 -5%
1 2
3
4 5