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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

99 hedge funds and large institutions have $1.11B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 11 closing their positions.

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.85%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
13
Increased
33
Reduced
33
Closed
11
Calls
–
Puts
$212K
Net Calls
-$212K
Net Calls Change
-$212K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$83.7M
2
BTS
2
BB&T Securities
Virginia
$150M
3
Wells Fargo
3
Wells Fargo
California
$43.3M
4
PI
4
Placemark Investments
Illinois
$9.11M
5
Jane Street
5
Jane Street
New York
$2.17M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$280M
2
WBG
2
Wharton Business Group
Pennsylvania
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$177M
4
SG Americas Securities
4
SG Americas Securities
New York
$1.41M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.23M
Name Market Value Shares Shares
Change 		Shares
Change %
PIA
76
Peachtree Investment Advisors
Georgia
$304K 4,294 +4,294 New
CC
77
Callan Capital
California
$296K 4,177 – –
AT
78
Arden Trust
Delaware
$294K 4,157 -1,091 -21%
GAG
79
GM Advisory Group
New York
$278K 3,931 -3,479 -47%
PPA
80
Parametric Portfolio Associates
Washington
$275K 3,888 -440 -10%
SC
81
SouthState Corp
Florida
$259K 3,663 +3,663 New
VA
82
Valmark Advisers
Ohio
$251K 3,538 – –
CIS
83
Connors Investor Services
Pennsylvania
$238K 3,365 -400 -11%
ST
84
Spinnaker Trust
Maine
$235K 3,319 -72 -2%
LIA
85
LS Investment Advisors
Michigan
$205K 2,900 – –
HI
86
Hudock Inc
Pennsylvania
$131K 1,847 +1,541 +504%
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$78K 1,100 +1,100 New
FAM
88
Formidable Asset Management
Ohio
$76K 1,080 – –
VIA
89
Vantage Investment Advisors
Pennsylvania
$55K 775 – –
BCI
90
Brinker Capital Investments
Pennsylvania
$51K 720 +231 +47%
JWA
91
JFS Wealth Advisors
Pennsylvania
$32K 448 -14,265 -97%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$32K 450 – –
SNT
93
Security National Trust
West Virginia
$28K 400 +400 New
NFG
94
Next Financial Group
Texas
$25K 356 +356 New
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$22K 316 – –
AC
96
Alexandria Capital
Virginia
$6K 90 – –
WEC
97
Winslow Evans & Crocker
Massachusetts
$5.31K 75 – –
HCM
98
Horrell Capital Management
Arkansas
$4K 55 – –
BRWA
99
B. Riley Wealth Advisors
Florida
$1.42K 20 +20 New
WBG
100
Wharton Business Group
Pennsylvania
– – -148,125 Closed
1 2 3
4
5