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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

149 hedge funds and large institutions have $872M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 54 reducing their positions, and 8 closing their positions.

Holders
149
Holders Change
+14
Holders Change %
+10.37%
% of All Funds
3.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
22
Increased
38
Reduced
54
Closed
8
Calls
$1K
Puts
$279K
Net Calls
-$278K
Net Calls Change
-$278K

Top Buyers

1
PV
1
Private Vista
Illinois
$51.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
EWM
3
Evercore Wealth Management
New York
$7.09M
4
Wells Fargo
4
Wells Fargo
California
$28.1M
5
SG Americas Securities
5
SG Americas Securities
New York
$1.77M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$87.9M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$323K
3
UBS Group
3
UBS Group
Switzerland
$17M
4
RJA
4
Raymond James & Associates
Florida
$24.9M
5
BTS
5
BB&T Securities
Virginia
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
VC
76
Vestor Capital
Illinois
$466K 6,350 +21 +0.3%
PAG
77
Private Advisor Group
New Jersey
$452K 6,159 -731 -11%
Millennium Management
78
Millennium Management
New York
$450K 6,136 +869 +16%
RTS
79
Round Table Services
New Jersey
$434K 5,910 -1,976 -25%
FA
80
FDx Advisors
Illinois
$421K 5,739 -3,446 -38%
CC
81
Courier Capital
New York
$414K 5,642 -1,208 -18%
BCM
82
Beck Capital Management
Texas
$405K 5,520 -300 -5%
AP
83
Advisors Preferred
Maryland
$392K 5,340 +5,340 New
Truist Financial
84
Truist Financial
North Carolina
$383K 5,216 +1,916 +58%
TCM
85
Tufton Capital Management
Maryland
$382K 5,200 – –
CL
86
Choreo LLC
Illinois
$381K 5,195 – –
BJL
87
Brighton Jones LLC
Washington
$374K 5,099 +24 +0.5%
PIA
88
Peachtree Investment Advisors
Georgia
$356K 4,844 – –
AI
89
Atria Investments
North Carolina
$340K 4,635 +4,635 New
FIM
90
Freedom Investment Management
Connecticut
$327K 4,450 +1,326 +42%
HighTower Advisors
91
HighTower Advisors
Illinois
$323K 4,399 -269,156 -98%
BSW
92
Buckingham Strategic Wealth
Missouri
$301K 4,100 +4,100 New
BP
93
Ballentine Partners
Massachusetts
$298K 4,057 +4,057 New
HFS
94
HL Financial Services
Kentucky
$295K 4,016 – –
CC
95
Callan Capital
California
$276K 3,760 – –
GWM
96
Geneos Wealth Management
Colorado
$268K 3,638 +3,638 New
VA
97
Valmark Advisers
Ohio
$260K 3,538 – –
RJT
98
Raymond James Trust
Florida
$243K 3,322 -700 -17%
WTC
99
WhitTier Trust Company
Nevada
$241K 3,290 – –
PPA
100
Parametric Portfolio Associates
Washington
$235K 3,199 – –
2 3
4
5 6