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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

121 hedge funds and large institutions have $1.65B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
121
Holders Change
+21
Holders Change %
+21%
% of All Funds
3.23%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
28
Increased
46
Reduced
26
Closed
6
Calls
–
Puts
$378K
Net Calls
-$378K
Net Calls Change
+$106K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$499M
2
BTS
2
BB&T Securities
Virginia
$335M
3
UBS Group
3
UBS Group
Switzerland
$40.6M
4
RJA
4
Raymond James & Associates
Florida
$25.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$98.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.1M
2
UCFA
2
United Capital Financial Advisors
Texas
$3.35M
3
EWM
3
Evercore Wealth Management
New York
$0
4
Citigroup
4
Citigroup
New York
$3.66M
5
GW
5
GW & Wade
Massachusetts
$31.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
76
Deutsche Bank
Germany
$515K 6,953 +1 +0%
BJL
77
Brighton Jones LLC
Washington
$503K 6,783 +46 +0.7%
MFS
78
Madrona Financial Services
Washington
$503K 6,784 +6,784 New
US Bancorp
79
US Bancorp
Minnesota
$491K 6,615 – –
Stifel Financial
80
Stifel Financial
Missouri
$436K 5,875 +1 +0%
CL
81
Choreo LLC
Illinois
$428K 5,777 +582 +11%
CWM
82
Concert Wealth Management
California
$425K 5,706 +532 +10%
AR
83
Advisory Research
Illinois
$417K 5,620 – –
TCM
84
Tufton Capital Management
Maryland
$386K 5,200 +5,200 New
PIA
85
Peachtree Investment Advisors
Georgia
$341K 4,595 – –
MA
86
MCF Advisors
Kentucky
$334K 4,500 – –
AT
87
Arden Trust
Delaware
$304K 4,095 -14 -0.3%
SS
88
Sunbelt Securities
Texas
$298K 4,606 +4,606 New
PPA
89
Parametric Portfolio Associates
Washington
$288K 3,888 +3,888 New
CC
90
Callan Capital
California
$279K 3,760 – –
W
91
Wealthquest
Ohio
$277K 3,731 +3,731 New
VA
92
Valmark Advisers
Ohio
$262K 3,538 – –
ST
93
Spinnaker Trust
Maine
$237K 3,197 -122 -4%
SC
94
SouthState Corp
Florida
$234K 3,153 -330 -9%
Neuberger Berman Group
95
Neuberger Berman Group
New York
$231K 3,123 – –
FMBTD
96
First Midwest Bank Trust Division
Illinois
$227K 3,060 +3,060 New
CIS
97
Connors Investor Services
Pennsylvania
$220K 2,965 – –
LIA
98
LS Investment Advisors
Michigan
$215K 2,900 – –
BOS
99
Bingham Osborn & Scarborough
California
$211K 2,841 +2,841 New
HI
100
Hudock Inc
Pennsylvania
$208K 2,802 +638 +29%
2 3
4
5 6