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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

122 hedge funds and large institutions have $1.36B invested in WisdomTree US LargeCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
19
Increased
33
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.9M
2
EWM
2
Evercore Wealth Management
New York
$4.46M
3
DMS
3
Discretionary Management Services
Kansas
$3.68M
4
MFS
4
MSI Financial Services
Massachusetts
$4.57M
5
MAA
5
Managed Account Advisors
New Jersey
$2.8M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$293M
2
BTS
2
BB&T Securities
Virginia
$272M
3
Jane Street
3
Jane Street
New York
$732K
4
GW
4
GW & Wade
Massachusetts
$25.3M
5
SI
5
Stephens Inc
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$1.45M 19,710 +2,221 +13%
M&T Bank
52
M&T Bank
New York
$1.38M 18,875 +1,731 +10%
OIA
53
Optimum Investment Advisors
Illinois
$1.32M 17,970 +1,087 +6%
KA
54
Kovack Advisors
Florida
$1.31M 17,926 +6,129 +52%
Ameriprise
55
Ameriprise
Minnesota
$1.22M 16,611 -1,759 -10%
William Blair & Company
56
William Blair & Company
Illinois
$1.18M 16,046 +625 +4%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$1.17M 15,897 +2,542 +19%
CANC
58
Culbertson A N & Co
Virginia
$1.09M 14,870 +388 +3%
CG
59
Colony Group
Massachusetts
$929K 12,678 -284 -2%
CA
60
Cetera Advisors
Colorado
$896K 12,225 +890 +8%
EWA
61
Exencial Wealth Advisors
Oklahoma
$824K 11,027 +5 +0%
FAAS
62
First Allied Advisory Services
California
$770K 10,534 -8,986 -46%
Jane Street
63
Jane Street
New York
$732K 9,986 -86,291 -90%
RJT
64
Raymond James Trust
Florida
$727K 9,926 -6,252 -39%
SIA
65
Starfire Investment Advisers
Michigan
$653K 8,913 +8,913 New
ONB
66
Old National Bancorp
Indiana
$590K 8,056 -5,129 -39%
RTS
67
Round Table Services
New Jersey
$577K 7,865 +5 +0.1%
BC
68
Bartlett & Co
Ohio
$568K 7,755 -300 -4%
VKH
69
Virtu KCG Holdings
New York
$564K 7,700 +7,700 New
AA
70
Ancora Advisors
Ohio
– – -7,396 Closed
BCM
71
Beck Capital Management
Texas
$535K 7,300 -309 -4%
PLFAM
72
Pineno Levin & Ford Asset Management
Virginia
$525K 7,161 -95 -1%
CC
73
Courier Capital
New York
$502K 6,850 -800 -10%
MFS
74
Madrona Financial Services
Washington
$498K 6,792 +8 +0.1%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$481K 6,566 +6,002 +1,064%
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