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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

191 hedge funds and large institutions have $1.03B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 68 reducing their positions, and 11 closing their positions.

Holders
191
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
14
Increased
41
Reduced
68
Closed
11
Calls
–
Puts
$522K
Net Calls
-$522K
Net Calls Change
-$158K

Top Buyers

1
SP
1
Sarasin & Partners
United Kingdom
$6.21M
2
CI
2
CX Institutional
Indiana
$4.72M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.59M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.7M
5
Creative Planning
5
Creative Planning
Kansas
$15.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$22.2M
2
VF
2
Virtu Financial
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$51.4M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$217M
5
Morgan Stanley
5
Morgan Stanley
New York
$114M
Name Market Value Shares Shares
Change 		Shares
Change %
BAAM
51
Baker Avenue Asset Management
California
$2.16M 24,076 +4,101 +21%
FAIM
52
Financial Advocates Investment Management
Washington
$2.14M 23,858 -71 -0.3%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$2.04M 22,720 +4,101 +22%
MHS
54
M Holdings Securities
Oregon
$2.02M 22,541 +81 +0.4%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$1.97M 21,916 +721 +3%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$1.89M 21,047 -89 -0.4%
MWP
57
Moller Wealth Partners
$1.86M 20,676 – –
SIAS
58
Shine Investment Advisory Services
Colorado
$1.7M 18,890 – –
M&T Bank
59
M&T Bank
New York
$1.63M 18,197 – –
Bank of New York Mellon
60
Bank of New York Mellon
New York
$1.6M 17,779 -16,480 -48%
CANC
61
Culbertson A N & Co
Virginia
$1.57M 17,455 +75 +0.4%
KA
62
Kovack Advisors
Florida
$1.52M 16,944 -769 -4%
SCA
63
STALEY CAPITAL ADVISERS
Pennsylvania
$1.46M 16,220 – –
ACG
64
Allen Capital Group
Nebraska
$1.4M 15,554 – –
Brown Advisory
65
Brown Advisory
Maryland
$1.36M 15,124 -516 -3%
IA
66
IFG Advisory
Georgia
$1.35M 35,138 -667 -2%
Jane Street
67
Jane Street
New York
$1.35M 15,030 +15,030 New
Citigroup
68
Citigroup
New York
$1.31M 14,610 -3,190 -18%
TRCT
69
Tower Research Capital (TRC)
New York
$1.3M 14,448 +5,552 +62%
Cerity Partners
70
Cerity Partners
New York
$1.21M 13,450 +69 +0.5%
VFA
71
Valeo Financial Advisors
Indiana
$1.18M 12,676 – –
DADC
72
D.A. Davidson & Co
Montana
$1.09M 12,134 -178 -1%
NWS
73
Newport Wealth Strategies
California
$938K 10,452 -11,350 -52%
KeyBank National Association
74
KeyBank National Association
Ohio
$906K 10,100 +10,100 New
MML Investors Services
75
MML Investors Services
Massachusetts
$851K 9,486 +941 +11%
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