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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

152 hedge funds and large institutions have $992M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 15 closing their positions.

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
3.81%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
21
Increased
43
Reduced
47
Closed
15
Calls
$208K
Puts
$240K
Net Calls
-$32K
Net Calls Change
-$55K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$134M
2
PP
2
PagnatoKarp Partners
Virginia
$11.7M
3
EWM
3
Evercore Wealth Management
New York
$30.8M
4
VC
4
Vestor Capital
Illinois
$7.43M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$6.76M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$84.6M
2
PV
2
Private Vista
Illinois
$53.8M
3
SG Americas Securities
3
SG Americas Securities
New York
$119K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Jane Street
5
Jane Street
New York
$1.73M
Name Market Value Shares Shares
Change 		Shares
Change %
SIAS
51
Shine Investment Advisory Services
Colorado
$1.54M 19,208 -243 -1%
Stifel Financial
52
Stifel Financial
Missouri
$1.36M 17,062 +4,357 +34%
M&T Bank
53
M&T Bank
New York
$1.33M 16,674 -3 -0%
SCA
54
STALEY CAPITAL ADVISERS
Pennsylvania
$1.31M 16,340 -3,200 -16%
OIA
55
Optimum Investment Advisors
Illinois
$1.29M 16,191 -407 -2%
CG
56
Caprock Group
Idaho
$1.19M 14,853 – –
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$1.13M 14,085 -275 -2%
Brown Advisory
58
Brown Advisory
Maryland
$1.12M 14,009 +3,328 +31%
HighTower Advisors
59
HighTower Advisors
Illinois
$1.07M 13,449 +7,526 +127%
MHS
60
M Holdings Securities
Oregon
$1.04M 12,966 – –
KA
61
Kovack Advisors
Florida
$960K 12,010 -1,948 -14%
CIM
62
Confluence Investment Management
Missouri
$942K 11,789 +1,370 +13%
MFS
63
MSI Financial Services
Massachusetts
$838K 10,485 -1,688 -14%
Ameriprise
64
Ameriprise
Minnesota
$837K 10,481 +521 +5%
CAN
65
Cetera Advisor Networks
California
$778K 9,745 -2,519 -21%
FAAS
66
First Allied Advisory Services
California
$764K 9,562 -1,297 -12%
BC
67
Bartlett & Co
Ohio
$659K 8,250 – –
SIA
68
Starfire Investment Advisers
Michigan
$659K 8,243 – –
PCM
69
Pointe Capital Management
Michigan
$659K 8,243 +8,243 New
EWA
70
Exencial Wealth Advisors
Oklahoma
$649K 8,117 +2 +0%
CG
71
Colony Group
Massachusetts
$600K 7,510 -2,178 -22%
US Bancorp
72
US Bancorp
Minnesota
$587K 7,342 +65 +0.9%
AA
73
Ancora Advisors
Ohio
$567K 7,091 -276 -4%
GS
74
Girard Securities
California
$558K 6,984 +425 +6%
AR
75
Advisory Research
Illinois
$555K 6,940 – –
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