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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

147 hedge funds and large institutions have $925M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 12 closing their positions.

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
18
Increased
38
Reduced
50
Closed
12
Calls
$269K
Puts
$246K
Net Calls
+$23K
Net Calls Change
+$197K

Top Buyers

1
EWM
1
Evercore Wealth Management
New York
$21.2M
2
Jane Street
2
Jane Street
New York
$3.25M
3
LPL Financial
3
LPL Financial
California
$10.4M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.15M
5
GWA
5
Guidant Wealth Advisors
Illinois
$2.63M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$86.9M
2
VF
2
Virtu Financial
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
RJA
4
Raymond James & Associates
Florida
$22.7M
5
BTS
5
BB&T Securities
Virginia
$8.93M
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
51
M&T Bank
New York
$1.28M 16,677 – –
OIA
52
Optimum Investment Advisors
Illinois
$1.28M 16,598 -1,687 -9%
CG
53
Caprock Group
Idaho
$1.14M 14,853 -210 -1%
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$1.11M 14,360 -780 -5%
KA
55
Kovack Advisors
Florida
$1.08M 13,958 +2,534 +22%
AG
56
Advisor Group
Arizona
$1.06M 13,737 +3,176 +30%
MHS
57
M Holdings Securities
Oregon
$998K 12,966 – –
Stifel Financial
58
Stifel Financial
Missouri
$978K 12,705 +659 +5%
CAN
59
Cetera Advisor Networks
California
$944K 12,264 -980 -7%
MFS
60
MSI Financial Services
Massachusetts
$937K 12,173 -6,037 -33%
FAAS
61
First Allied Advisory Services
California
$836K 10,859 -676 -6%
Brown Advisory
62
Brown Advisory
Maryland
$822K 10,681 -358 -3%
CIM
63
Confluence Investment Management
Missouri
$802K 10,419 +10,419 New
Ameriprise
64
Ameriprise
Minnesota
$787K 9,960 -47 -0.5%
TRCT
65
Tower Research Capital (TRC)
New York
$779K 10,112 +9,987 +7,990%
CG
66
Colony Group
Massachusetts
$746K 9,688 -355 -4%
BC
67
Bartlett & Co
Ohio
$635K 8,250 -65 -0.8%
SIA
68
Starfire Investment Advisers
Michigan
$635K 8,243 -140 -2%
EWA
69
Exencial Wealth Advisors
Oklahoma
$612K 8,115 -716 -8%
DW
70
Domani Wealth
Pennsylvania
$576K 7,477 +7,477 New
AA
71
Ancora Advisors
Ohio
$567K 7,367 +127 +2%
US Bancorp
72
US Bancorp
Minnesota
$560K 7,277 +125 +2%
Millennium Management
73
Millennium Management
New York
$549K 7,125 -425 -6%
AR
74
Advisory Research
Illinois
$534K 6,940 – –
VC
75
Vestor Capital
Illinois
$530K 6,884 +340 +5%
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3
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