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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

193 hedge funds and large institutions have $1.05B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 66 reducing their positions, and 15 closing their positions.

Holders
193
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
4.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
47
Reduced
66
Closed
15
Calls
$389K
Puts
$753K
Net Calls
-$364K
Net Calls Change
-$364K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.26M
2
Creative Planning
2
Creative Planning
Kansas
$13.1M
3
GW
3
GW & Wade
Massachusetts
$31.5M
4
SPIA
4
Steward Partners Investment Advisory
New York
$3.25M
5
IA
5
IFG Advisory
Georgia
$1.29M

Top Sellers

1
SP
1
Sarasin & Partners
United Kingdom
$0
2
EWM
2
Evercore Wealth Management
New York
$32M
3
Morgan Stanley
3
Morgan Stanley
New York
$117M
4
Goldman Sachs
4
Goldman Sachs
New York
$21.8M
5
AP
5
Advisors Preferred
Maryland
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
OPWM
51
Oak Point Wealth Management
Michigan
$2.1M 24,170 -1,505 -6%
MHS
52
M Holdings Securities
Oregon
$1.99M 22,460 – –
NWS
53
Newport Wealth Strategies
California
$1.93M 21,802 -1,335 -6%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$1.88M 21,195 -1,370 -6%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$1.87M 21,136 -3,448 -14%
MWP
56
Moller Wealth Partners
$1.83M 20,676 -320 -2%
BAAM
57
Baker Avenue Asset Management
California
$1.77M 19,975 +6,898 +53%
SIAS
58
Shine Investment Advisory Services
Colorado
$1.67M 18,890 – –
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$1.65M 18,619 +2,494 +15%
M&T Bank
60
M&T Bank
New York
$1.61M 18,197 -1 -0%
Citigroup
61
Citigroup
New York
$1.58M 17,800 -1,487 -8%
KA
62
Kovack Advisors
Florida
$1.57M 17,713 +1,119 +7%
CANC
63
Culbertson A N & Co
Virginia
$1.54M 17,380 -1,600 -8%
SCA
64
STALEY CAPITAL ADVISERS
Pennsylvania
$1.44M 16,220 – –
Brown Advisory
65
Brown Advisory
Maryland
$1.38M 15,640 -1,423 -8%
ACG
66
Allen Capital Group
Nebraska
$1.38M 15,554 -134 -0.9%
IA
67
IFG Advisory
Georgia
$1.29M 35,805 +35,805 New
Cerity Partners
68
Cerity Partners
New York
$1.18M 13,381 +121 +0.9%
VFA
69
Valeo Financial Advisors
Indiana
$1.12M 12,676 +38 +0.3%
DADC
70
D.A. Davidson & Co
Montana
$1.09M 12,312 -580 -4%
AP
71
Advisors Preferred
Maryland
$1.04M 11,696 -31,239 -73%
WLIM
72
White Lighthouse Investment Management
Massachusetts
$876K 9,900 -325 -3%
OIA
73
Optimum Investment Advisors
Illinois
$797K 9,010 -5,040 -36%
TRCT
74
Tower Research Capital (TRC)
New York
$787K 8,896 +3,130 +54%
MML Investors Services
75
MML Investors Services
Massachusetts
$756K 8,545 +1,060 +14%
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