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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

161 hedge funds and large institutions have $998M invested in WisdomTree US LargeCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 67 reducing their positions, and 9 closing their positions.

Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
19
Increased
33
Reduced
67
Closed
9
Calls
$307K
Puts
$589K
Net Calls
-$282K
Net Calls Change
-$250K

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$9.14M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4M
3
EWM
3
Evercore Wealth Management
New York
$34.9M
4
VF
4
Virtu Financial
New York
$1.92M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$21.9M

Top Sellers

1
PV
1
Private Vista
Illinois
$47M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$227M
3
Bank of America
3
Bank of America
North Carolina
$57.4M
4
Wells Fargo
4
Wells Fargo
California
$29.9M
5
VC
5
Vestor Capital
Illinois
$3.97M
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
51
M&T Bank
New York
$1.48M 17,785 +1,111 +7%
SCA
52
STALEY CAPITAL ADVISERS
Pennsylvania
$1.35M 16,240 -100 -0.6%
HWP
53
Hefty Wealth Partners
Indiana
$1.3M 15,641 -11,576 -43%
OIA
54
Optimum Investment Advisors
Illinois
$1.26M 15,176 -1,015 -6%
Stifel Financial
55
Stifel Financial
Missouri
$1.23M 14,791 -2,271 -13%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$1.19M 14,324 -25,057 -64%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$1.16M 14,025 -14,792 -51%
Brown Advisory
58
Brown Advisory
Maryland
$1.16M 14,009 – –
CG
59
Caprock Group
Idaho
$1.14M 13,688 -1,165 -8%
Cerity Partners
60
Cerity Partners
New York
$1.08M 13,041 +13,041 New
MHS
61
M Holdings Securities
Oregon
$1.08M 12,966 – –
NPC
62
National Planning Corporation
California
$974K 11,751 -21,409 -65%
Jane Street
63
Jane Street
New York
$888K 10,707 -10,891 -50%
CIM
64
Confluence Investment Management
Missouri
$857K 10,339 -1,450 -12%
Ameriprise
65
Ameriprise
Minnesota
$834K 10,060 -421 -4%
CAN
66
Cetera Advisor Networks
California
$757K 9,118 -627 -6%
FAAS
67
First Allied Advisory Services
California
$745K 8,979 -583 -6%
SIA
68
Starfire Investment Advisers
Michigan
$691K 8,368 +125 +2%
BC
69
Bartlett & Co
Ohio
$679K 8,185 -65 -0.8%
EWA
70
Exencial Wealth Advisors
Oklahoma
$667K 8,117 – –
CG
71
Colony Group
Massachusetts
$615K 7,418 -92 -1%
HIC
72
Holderness Investments Company
North Carolina
$611K 7,371 +7,371 New
DADC
73
D.A. Davidson & Co
Montana
$608K 7,338 +1,604 +28%
US Bancorp
74
US Bancorp
Minnesota
$600K 7,233 -109 -1%
GAG
75
GM Advisory Group
New York
$597K 7,199 +316 +5%
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