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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

147 hedge funds and large institutions have $925M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 12 closing their positions.

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
18
Increased
38
Reduced
50
Closed
12
Calls
$269K
Puts
$246K
Net Calls
+$23K
Net Calls Change
+$197K

Top Buyers

1
EWM
1
Evercore Wealth Management
New York
$21.2M
2
Jane Street
2
Jane Street
New York
$3.25M
3
LPL Financial
3
LPL Financial
California
$10.4M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.15M
5
GWA
5
Guidant Wealth Advisors
Illinois
$2.63M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$86.9M
2
VF
2
Virtu Financial
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
RJA
4
Raymond James & Associates
Florida
$22.7M
5
BTS
5
BB&T Securities
Virginia
$8.93M
Name Market Value Shares Shares
Change 		Shares
Change %
GS
76
Girard Securities
California
$505K 6,559 -536 -8%
KLI
77
Kelman-Lazarov Inc
Tennessee
$490K 6,434 -425 -6%
PAG
78
Private Advisor Group
New Jersey
$482K 6,322 +453 +8%
PLFAM
79
Pineno Levin & Ford Asset Management
Virginia
$464K 6,021 -1,070 -15%
HighTower Advisors
80
HighTower Advisors
Illinois
$456K 5,923 +1,013 +21%
AT
81
Arden Trust
Delaware
$430K 5,586 +5,586 New
SAM
82
SignalPoint Asset Management
Missouri
$422K 5,486 -573 -9%
CWM
83
Concert Wealth Management
California
$414K 5,382 -1,054 -16%
OC
84
Oppenheimer & Co
New York
$410K 5,331 +250 +5%
CC
85
Courier Capital
New York
$405K 5,256 – –
BCM
86
Beck Capital Management
Texas
$404K 5,245 -275 -5%
CL
87
Choreo LLC
Illinois
$400K 5,195 – –
TCM
88
Tufton Capital Management
Maryland
$400K 5,200 – –
BJL
89
Brighton Jones LLC
Washington
$397K 5,151 +27 +0.5%
PIA
90
Peachtree Investment Advisors
Georgia
$373K 4,844 – –
BSW
91
Buckingham Strategic Wealth
Missouri
$316K 4,100 – –
HFS
92
HL Financial Services
Kentucky
$309K 4,016 – –
DADC
93
D.A. Davidson & Co
Montana
$305K 3,973 +1,146 +41%
GWM
94
Geneos Wealth Management
Colorado
$301K 3,919 +4 +0.1%
FA
95
FDx Advisors
Illinois
$280K 3,635 -1,852 -34%
VA
96
Valmark Advisers
Ohio
$272K 3,538 – –
MFP
97
Mosaic Financial Partners
California
$261K 3,395 – –
Truist Financial
98
Truist Financial
North Carolina
$254K 3,300 -143 -4%
WTC
99
WhitTier Trust Company
Nevada
$253K 3,290 – –
CA
100
Cetera Advisors
Colorado
$240K 3,106 -25 -0.8%
2 3
4
5 6