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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

211 hedge funds and large institutions have $1.23B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 8 closing their positions.

Holders
211
Holders Change
+11
Holders Change %
+5.5%
% of All Funds
4.63%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
58
Reduced
58
Closed
8
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$56K

Top Buyers

1
EWM
1
Evercore Wealth Management
New York
$44.1M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$14.1M
3
LSPW
3
Lake Street Private Wealth
Illinois
$4.46M
4
AAS
4
Avantax Advisory Services
Texas
$5.82M
5
GW
5
GW & Wade
Massachusetts
$72.4M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$219M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$208K
3
Jane Street
3
Jane Street
New York
$0
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$0
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
51
Nadler Financial Group
Illinois
$2.55M 25,700 +10 +0%
CWM
52
Circle Wealth Management
New Jersey
$2.49M 25,105 +174 +0.7%
GWA
53
Guidant Wealth Advisors
Illinois
$2.46M 24,815 -741 -3%
PWAP
54
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.44M 24,596 -7,397 -23%
HighTower Advisors
55
HighTower Advisors
Illinois
$2.21M 22,248 -829 -4%
KA
56
Kovack Advisors
Florida
$2.18M 21,981 +4,466 +25%
M&T Bank
57
M&T Bank
New York
$2.08M 20,948 -252 -1%
MWP
58
Moller Wealth Partners
$2.04M 20,634 – –
SIAS
59
Shine Investment Advisory Services
Colorado
$1.92M 19,375 – –
SFWC
60
Strategic Family Wealth Counselors
New Jersey
$1.8M 18,135 +578 +3%
William Blair & Company
61
William Blair & Company
Illinois
$1.71M 17,210 -1,033 -6%
CANC
62
Culbertson A N & Co
Virginia
$1.69M 17,066 -200 -1%
SCA
63
STALEY CAPITAL ADVISERS
Pennsylvania
$1.57M 15,843 – –
Brown Advisory
64
Brown Advisory
Maryland
$1.51M 15,266 -1,012 -6%
SKK
65
Shepherd Kaplan Krochuk
Massachusetts
$1.47M 14,842 +15 +0.1%
AG
66
Advisor Group
Arizona
$1.43M 14,400 +214 +2%
ACG
67
Allen Capital Group
Nebraska
$1.39M 14,304 -180 -1%
Cerity Partners
68
Cerity Partners
New York
$1.38M 13,889 +111 +0.8%
VFA
69
Valeo Financial Advisors
Indiana
$1.26M 12,676 – –
KeyBank National Association
70
KeyBank National Association
Ohio
$1.25M 12,645 +342 +3%
CPIG
71
Chicago Partners Investment Group
Illinois
$1.21M 12,145 +339 +3%
Citigroup
72
Citigroup
New York
$1.19M 11,967 -2,239 -16%
GAG
73
GM Advisory Group
New York
$1.15M 11,629 -100 -0.9%
TP
74
Tranquility Partners
Tennessee
$1.12M 11,283 +3 +0%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$1.01M 10,216 – –
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