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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

135 hedge funds and large institutions have $907M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 5 closing their positions.

Holders
135
Holders Change
+15
Holders Change %
+12.5%
% of All Funds
3.55%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
21
Increased
42
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PV
1
Private Vista
Illinois
$38M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$19.5M
3
SWP
3
Stratos Wealth Partners
Ohio
$19M
4
LPL Financial
4
LPL Financial
California
$14.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$6.03M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$24.9M
2
LYV
2
Live Your Vision
Pennsylvania
$7.7M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$199M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.79M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$459K 6,452 – –
VC
77
Vestor Capital
Illinois
$450K 6,329 +347 +6%
CWM
78
Concert Wealth Management
California
$443K 6,235 +357 +6%
BCM
79
Beck Capital Management
Texas
$414K 5,820 -660 -10%
MFS
80
Madrona Financial Services
Washington
$385K 5,415 – –
Millennium Management
81
Millennium Management
New York
$375K 5,267 +5,267 New
TCM
82
Tufton Capital Management
Maryland
$370K 5,200 – –
CL
83
Choreo LLC
Illinois
$370K 5,195 – –
BJL
84
Brighton Jones LLC
Washington
$361K 5,075 +29 +0.6%
CS
85
Credit Suisse
Switzerland
$355K 4,987 -14,178 -74%
PIA
86
Peachtree Investment Advisors
Georgia
$345K 4,844 – –
RJT
87
Raymond James Trust
Florida
$287K 4,022 -25 -0.6%
HFS
88
HL Financial Services
Kentucky
$286K 4,016 +4,016 New
CC
89
Callan Capital
California
$267K 3,760 – –
ONB
90
Old National Bancorp
Indiana
$264K 3,720 -821 -18%
VA
91
Valmark Advisers
Ohio
$252K 3,538 – –
EWA
92
EP Wealth Advisors
California
$238K 3,345 +3,345 New
Truist Financial
93
Truist Financial
North Carolina
$235K 3,300 – –
WTC
94
WhitTier Trust Company
Nevada
$234K 3,290 – –
PPA
95
Parametric Portfolio Associates
Washington
$228K 3,199 -1,970 -38%
FIM
96
Freedom Investment Management
Connecticut
$222K 3,124 +3,124 New
ST
97
Spinnaker Trust
Maine
$218K 3,059 – –
LIA
98
LS Investment Advisors
Michigan
$206K 2,900 – –
MFT
99
Moisand Fitzgerald Tamayo
Florida
$201K 2,832 +2,832 New
WDL
100
Well Done LLC
Michigan
$201K 2,832 +2,832 New
2 3
4
5 6