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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

191 hedge funds and large institutions have $1.06B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 62 reducing their positions, and 11 closing their positions.

Holders
191
Holders Change
–
Holders Change %
0%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
12
Increased
46
Reduced
62
Closed
11
Calls
$229K
Puts
–
Net Calls
+$229K
Net Calls Change
+$751K

Top Buyers

1
RCIM
1
Red Cedar Investment Management
Michigan
$19.2M
2
SPIA
2
Steward Partners Investment Advisory
New York
$10.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.96M
4
DADC
4
D.A. Davidson & Co
Montana
$3.62M
5
SKK
5
Shepherd Kaplan Krochuk
Massachusetts
$2.76M

Top Sellers

1
DDPOM
1
Delta Dental Plan of Michigan
Michigan
$0
2
Wells Fargo
2
Wells Fargo
California
$15.4M
3
PV
3
Private Vista
Illinois
$28.1M
4
SWP
4
Stratos Wealth Partners
Ohio
$23.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$117M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$2.3M 24,085 -1,893 -7%
BAAM
52
Baker Avenue Asset Management
California
$2.3M 24,077 +1 +0%
William Blair & Company
53
William Blair & Company
Illinois
$2.29M 24,023 -430 -2%
MHS
54
M Holdings Securities
Oregon
$2.14M 22,460 -81 -0.4%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$2.14M 22,364 +448 +2%
MWP
56
Moller Wealth Partners
$1.97M 20,676 – –
M&T Bank
57
M&T Bank
New York
$1.89M 19,824 +1,627 +9%
SIAS
58
Shine Investment Advisory Services
Colorado
$1.81M 18,950 +60 +0.3%
CANC
59
Culbertson A N & Co
Virginia
$1.67M 17,455 – –
KA
60
Kovack Advisors
Florida
$1.63M 17,094 +150 +0.9%
SCA
61
STALEY CAPITAL ADVISERS
Pennsylvania
$1.52M 15,920 -300 -2%
AG
62
Advisor Group
Arizona
$1.48M 15,534 -14,327 -48%
ACG
63
Allen Capital Group
Nebraska
$1.43M 14,985 -569 -4%
Brown Advisory
64
Brown Advisory
Maryland
$1.41M 14,753 -371 -2%
Citadel Advisors
65
Citadel Advisors
Florida
$1.34M 14,088 -25,861 -65%
Citigroup
66
Citigroup
New York
$1.32M 13,819 -791 -5%
Cerity Partners
67
Cerity Partners
New York
$1.29M 13,499 +49 +0.4%
IA
68
IFG Advisory
Georgia
$1.26M 32,973 -2,165 -6%
Jane Street
69
Jane Street
New York
$1.18M 12,369 -2,661 -18%
VFA
70
Valeo Financial Advisors
Indiana
$1.15M 12,676 – –
MML Investors Services
71
MML Investors Services
Massachusetts
$1.11M 11,659 +2,173 +23%
AP
72
Advisors Preferred
Maryland
$1.11M 11,599 -12,600 -52%
KeyBank National Association
73
KeyBank National Association
Ohio
$964K 10,100 – –
GAG
74
GM Advisory Group
New York
$934K 9,788 +2,430 +33%
NWS
75
Newport Wealth Strategies
California
$880K 9,683 -769 -7%
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