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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

93 hedge funds and large institutions have $995M invested in WisdomTree US LargeCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 4 closing their positions.

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
13
Increased
30
Reduced
37
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$156M
2
Morgan Stanley
2
Morgan Stanley
New York
$58.1M
3
SG Americas Securities
3
SG Americas Securities
New York
$3.43M
4
Comerica Bank
4
Comerica Bank
Texas
$3.04M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.24M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$276M
2
BTS
2
BB&T Securities
Virginia
$146M
3
Bank of America
3
Bank of America
North Carolina
$23.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.03M
5
WBG
5
Wharton Business Group
Pennsylvania
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
76
American International Group
New York
$240K 3,927 +92 +2%
CIS
77
Connors Investor Services
Pennsylvania
$230K 3,765 -80 -2%
VA
78
Valmark Advisers
Ohio
$217K 3,538 – –
AT
79
Arden Trust
Delaware
$213K 3,479 +3,479 New
SNC
80
Stifel Nicolaus & Co
Missouri
$205K 3,342 +3,342 New
LIA
81
LS Investment Advisors
Michigan
$178K 2,900 +2,900 New
TF
82
Trutina Financial
Washington
$119K 1,940 +1,940 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$112K 1,813 +533 +42%
HI
84
Hudock Inc
Pennsylvania
$76K 1,238 +159 +15%
FAM
85
Formidable Asset Management
Ohio
$66K 1,080 +1,080 New
PP
86
Palladium Partners
Virginia
$46K 750 – –
MIM
87
Macroview Investment Management
Maryland
$36K 584 – –
GT
88
Glenmede Trust
Pennsylvania
$29K 475 +475 New
BFEC
89
Benjamin F. Edwards & Company
Missouri
$28K 450 +450 New
AWMS
90
Advocacy Wealth Management Services
Georgia
$7K 120 – –
AC
91
Alexandria Capital
Virginia
$6K 90 – –
HCM
92
Horrell Capital Management
Arkansas
$3K 55 -35 -39%
WA
93
WFG Advisors
Texas
$3K 41 – –
DS
94
DRW Securities
Illinois
– – -35,683 Closed
Northern Trust
95
Northern Trust
Illinois
– – -11,422 Closed
PFO
96
Pathstone Family Office
New Jersey
– – -1,000 Closed
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -200 Closed
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