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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

210 hedge funds and large institutions have $1.16B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 70 reducing their positions, and 16 closing their positions.

Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
4.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
24
Increased
50
Reduced
70
Closed
16
Calls
$311K
Puts
–
Net Calls
+$311K
Net Calls Change
+$311K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$27.9M
2
SPIA
2
Steward Partners Investment Advisory
New York
$16.9M
3
Creative Planning
3
Creative Planning
Kansas
$21.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.52M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$22.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$109M
3
PV
3
Private Vista
Illinois
$20.3M
4
CI
4
CX Institutional
Indiana
$7.64M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$229M
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
51
Nadler Financial Group
Illinois
$2.45M 25,945 -2,375 -8%
GWA
52
Guidant Wealth Advisors
Illinois
$2.41M 25,556 -219 -0.8%
FAIM
53
Financial Advocates Investment Management
Washington
$2.39M 25,390 -15 -0.1%
CWM
54
Circle Wealth Management
New Jersey
$2.34M 24,834 – –
William Blair & Company
55
William Blair & Company
Illinois
$2.23M 23,678 -877 -4%
HighTower Advisors
56
HighTower Advisors
Illinois
$2.21M 23,459 -2,146 -8%
Jane Street
57
Jane Street
New York
$2.17M 22,988 +22,988 New
MWP
58
Moller Wealth Partners
$1.95M 20,676 – –
M&T Bank
59
M&T Bank
New York
$1.92M 20,398 +443 +2%
Citadel Advisors
60
Citadel Advisors
Florida
$1.92M 20,358 +20,358 New
SIAS
61
Shine Investment Advisory Services
Colorado
$1.83M 19,375 – –
SFWC
62
Strategic Family Wealth Counselors
New Jersey
$1.81M 19,175 +3,896 +25%
CANC
63
Culbertson A N & Co
Virginia
$1.63M 17,266 -50 -0.3%
KA
64
Kovack Advisors
Florida
$1.63M 17,259 +35 +0.2%
Brown Advisory
65
Brown Advisory
Maryland
$1.53M 16,278 +1,525 +10%
SCA
66
STALEY CAPITAL ADVISERS
Pennsylvania
$1.48M 15,720 -100 -0.6%
VC
67
Vicus Capital
Pennsylvania
$1.44M 15,247 +1,575 +12%
AG
68
Advisor Group
Arizona
$1.41M 14,949 -1,549 -9%
Citigroup
69
Citigroup
New York
$1.37M 14,575 +791 +6%
ACG
70
Allen Capital Group
Nebraska
$1.37M 14,516 -203 -1%
AAS
71
Avantax Advisory Services
Texas
$1.33M 14,138 -279 -2%
Cerity Partners
72
Cerity Partners
New York
$1.29M 13,673 +37 +0.3%
VFA
73
Valeo Financial Advisors
Indiana
$1.19M 12,676 – –
KeyBank National Association
74
KeyBank National Association
Ohio
$1.11M 11,800 +1,700 +17%
GAG
75
GM Advisory Group
New York
$1.11M 11,769 +442 +4%
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