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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

144 hedge funds and large institutions have $912M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 16 closing their positions.

Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
3.85%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
12
Increased
37
Reduced
51
Closed
16
Calls
$311K
Puts
$485K
Net Calls
-$174K
Net Calls Change
+$104K

Top Buyers

1
CCA
1
Clearwater Capital Advisors
Illinois
$11.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$116M
3
Wells Fargo
3
Wells Fargo
California
$32.3M
4
Bank of America
4
Bank of America
North Carolina
$54.3M
5
PV
5
Private Vista
Illinois
$55.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$20.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.14M
3
LPL Financial
3
LPL Financial
California
$7.22M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
LYV
5
Live Your Vision
Pennsylvania
$5.56M
Name Market Value Shares Shares
Change 		Shares
Change %
HWP
51
Hefty Wealth Partners
Indiana
$1.16M 15,298 +674 +5%
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$1.15M 15,140 -1,140 -7%
CG
53
Caprock Group
Idaho
$1.14M 15,063 – –
CAN
54
Cetera Advisor Networks
California
$1M 13,244 -1,845 -12%
MHS
55
M Holdings Securities
Oregon
$982K 12,966 – –
Stifel Financial
56
Stifel Financial
Missouri
$913K 12,046 +3,472 +40%
RDM
57
Retirement Design & Management
Connecticut
$897K 11,840 -281 -2%
FAAS
58
First Allied Advisory Services
California
$872K 11,535 -1,430 -11%
KA
59
Kovack Advisors
Florida
$865K 11,424 +1,551 +16%
Brown Advisory
60
Brown Advisory
Maryland
$836K 11,039 – –
AG
61
Advisor Group
Arizona
$798K 10,561 +10,561 New
CG
62
Colony Group
Massachusetts
$761K 10,043 -209 -2%
Ameriprise
63
Ameriprise
Minnesota
$758K 10,007 -3,007 -23%
EWA
64
Exencial Wealth Advisors
Oklahoma
$669K 8,831 +5 +0.1%
SIA
65
Starfire Investment Advisers
Michigan
$635K 8,383 – –
AP
66
Advisors Preferred
Maryland
$631K 8,329 +2,989 +56%
BC
67
Bartlett & Co
Ohio
$630K 8,315 – –
Millennium Management
68
Millennium Management
New York
$572K 7,550 +1,414 +23%
AA
69
Ancora Advisors
Ohio
$549K 7,240 – –
US Bancorp
70
US Bancorp
Minnesota
$542K 7,152 +700 +11%
GS
71
Girard Securities
California
$538K 7,095 -1,172 -14%
PLFAM
72
Pineno Levin & Ford Asset Management
Virginia
$537K 7,091 – –
FBNAT
73
FirstMerit Bank N.A. Trustee
Ohio
$530K 7,000 +7,000 New
AR
74
Advisory Research
Illinois
$526K 6,940 – –
KLI
75
Kelman-Lazarov Inc
Tennessee
$520K 6,859 – –
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3
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