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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

121 hedge funds and large institutions have $1.65B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
121
Holders Change
+21
Holders Change %
+21%
% of All Funds
3.23%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
28
Increased
46
Reduced
26
Closed
6
Calls
–
Puts
$378K
Net Calls
-$378K
Net Calls Change
+$106K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$499M
2
BTS
2
BB&T Securities
Virginia
$335M
3
UBS Group
3
UBS Group
Switzerland
$40.6M
4
RJA
4
Raymond James & Associates
Florida
$25.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$98.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.1M
2
UCFA
2
United Capital Financial Advisors
Texas
$3.35M
3
EWM
3
Evercore Wealth Management
New York
$0
4
Citigroup
4
Citigroup
New York
$3.66M
5
GW
5
GW & Wade
Massachusetts
$31.9M
Name Market Value Shares Shares
Change 		Shares
Change %
FAAS
51
First Allied Advisory Services
California
$1.45M 19,520 -6,964 -26%
Ameriprise
52
Ameriprise
Minnesota
$1.36M 18,370 +12,699 +224%
S
53
SignatureFD
Georgia
$1.32M 17,844 +17,844 New
PAG
54
Private Advisor Group
New Jersey
$1.3M 17,489 +3,706 +27%
M&T Bank
55
M&T Bank
New York
$1.27M 17,144 +131 +0.8%
OIA
56
Optimum Investment Advisors
Illinois
$1.25M 16,883 +200 +1%
RJT
57
Raymond James Trust
Florida
$1.2M 16,178 +9,301 +135%
William Blair & Company
58
William Blair & Company
Illinois
$1.14M 15,421 -1,275 -8%
CANC
59
Culbertson A N & Co
Virginia
$1.07M 14,482 +300 +2%
MFS
60
MSI Financial Services
Massachusetts
$1.01M 13,648 -401 -3%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$990K 13,355 – –
ONB
62
Old National Bancorp
Indiana
$978K 13,185 -1,175 -8%
CG
63
Colony Group
Massachusetts
$961K 12,962 -1,572 -11%
KA
64
Kovack Advisors
Florida
$875K 11,797 +11,797 New
CA
65
Cetera Advisors
Colorado
$840K 11,335 +550 +5%
EWMCB
66
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$840K 11,340 +11,340 New
EWA
67
Exencial Wealth Advisors
Oklahoma
$814K 11,022 +5 +0%
Citadel Advisors
68
Citadel Advisors
Florida
$807K 10,890 +10,890 New
SWP
69
Stratos Wealth Partners
Ohio
$682K 9,194 +9,194 New
BC
70
Bartlett & Co
Ohio
$597K 8,055 -250 -3%
RTS
71
Round Table Services
New Jersey
$583K 7,860 +7 +0.1%
CC
72
Courier Capital
New York
$567K 7,650 -300 -4%
BCM
73
Beck Capital Management
Texas
$564K 7,609 -764 -9%
AA
74
Ancora Advisors
Ohio
$548K 7,396 -1,110 -13%
PLFAM
75
Pineno Levin & Ford Asset Management
Virginia
$538K 7,256 – –
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3
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