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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

119 hedge funds and large institutions have $887M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
119
Holders Change
-3
Holders Change %
-2.46%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
17
Increased
35
Reduced
44
Closed
18
Calls
–
Puts
$290K
Net Calls
-$290K
Net Calls Change
-$290K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$39.2M
2
Bank of America
2
Bank of America
North Carolina
$32.6M
3
SG Americas Securities
3
SG Americas Securities
New York
$5.81M
4
Wells Fargo
4
Wells Fargo
California
$53.3M
5
FAAS
5
First Allied Advisory Services
California
$3.71M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$119M
2
LYV
2
Live Your Vision
Pennsylvania
$16.7M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$208M
4
BTS
4
BB&T Securities
Virginia
$16.3M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
76
Brighton Jones LLC
Washington
$364K -$92.1K -2,540 -20%
CPIG
77
Chicago Partners Investment Group
Illinois
$342K +$145K +3,932 +73%
HF
78
HRT Financial
New York
$334K +$334K +9,226 New
MA
79
MCF Advisors
Kentucky
$326K – – –
RJT
80
Raymond James Trust
Florida
$310K -$410K -11,302 -57%
CC
81
Callan Capital
California
$273K – – –
W
82
Wealthquest
Ohio
$269K – – –
MFS
83
Madrona Financial Services
Washington
$262K -$230K -6,346 -47%
PAMG
84
Patton Albertson Miller Group
Tennessee
$262K -$117K -3,236 -31%
VA
85
Valmark Advisers
Ohio
$256K – – –
Truist Financial
86
Truist Financial
North Carolina
$239K – – –
BWM
87
Baystate Wealth Management
Massachusetts
$235K +$235K +6,478 New
FA
88
FDx Advisors
Illinois
$233K +$233K +6,436 New
PPA
89
Parametric Portfolio Associates
Washington
$232K -$50K -1,378 -18%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$227K -$4.37M -120,520 -95%
ST
91
Spinnaker Trust
Maine
$222K -$10K -276 -4%
LIA
92
LS Investment Advisors
Michigan
$210K – – –
HighTower Advisors
93
HighTower Advisors
Illinois
$204K +$204K +5,616 New
DADC
94
D.A. Davidson & Co
Montana
$118K +$48.2K +1,334 +69%
HI
95
Hudock Inc
Pennsylvania
$114K -$33.9K -938 -23%
RIA
96
Regal Investment Advisors
Michigan
$114K +$23.5K +650 +26%
S
97
SignatureFD
Georgia
$108K -$217K -6,002 -67%
TFA
98
Transamerica Financial Advisors
Florida
$90K +$510 +14 +0.6%
TRCT
99
Tower Research Capital (TRC)
New York
$74K +$74K +2,048 New
BBPWM
100
Blue Bell Private Wealth Management
Pennsylvania
$72K -$7.2K -200 -9%
2 3
4
5 6