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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

152 hedge funds and large institutions have $992M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 15 closing their positions.

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
3.81%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
21
Increased
43
Reduced
47
Closed
15
Calls
$208K
Puts
$240K
Net Calls
-$32K
Net Calls Change
-$55K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$134M
2
PP
2
PagnatoKarp Partners
Virginia
$11.7M
3
EWM
3
Evercore Wealth Management
New York
$30.8M
4
VC
4
Vestor Capital
Illinois
$7.43M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$6.76M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$84.6M
2
PV
2
Private Vista
Illinois
$53.8M
3
SG Americas Securities
3
SG Americas Securities
New York
$119K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Jane Street
5
Jane Street
New York
$1.73M
Name Market Value Shares Shares
Change 		Shares
Change %
GAG
76
GM Advisory Group
New York
$550K 6,883 +6,883 New
DW
77
Domani Wealth
Pennsylvania
$549K 6,877 -600 -8%
PAG
78
Private Advisor Group
New Jersey
$534K 6,647 +325 +5%
AT
79
Arden Trust
Delaware
$522K 6,537 +951 +17%
KLI
80
Kelman-Lazarov Inc
Tennessee
$514K 6,434 – –
CWM
81
Concert Wealth Management
California
$491K 6,129 +747 +14%
PLFAM
82
Pineno Levin & Ford Asset Management
Virginia
$481K 6,021 – –
DADC
83
D.A. Davidson & Co
Montana
$458K 5,734 +1,761 +44%
SAM
84
SignalPoint Asset Management
Missouri
$435K 5,446 -40 -0.7%
CL
85
Choreo LLC
Illinois
$432K 5,410 +215 +4%
CC
86
Courier Capital
New York
$420K 5,256 – –
TCM
87
Tufton Capital Management
Maryland
$407K 5,100 -100 -2%
PIA
88
Peachtree Investment Advisors
Georgia
$387K 4,844 – –
RWP
89
RWA Wealth Partners
Massachusetts
$378K 4,729 +4,729 New
FA
90
FDx Advisors
Illinois
$371K 4,644 +1,009 +28%
HFS
91
HL Financial Services
Kentucky
$321K 4,016 – –
GWM
92
Geneos Wealth Management
Colorado
$308K 3,857 -62 -2%
BSW
93
Buckingham Strategic Wealth
Missouri
$307K 3,847 -253 -6%
BP
94
Ballentine Partners
Massachusetts
$298K 4,057 +4,057 New
VA
95
Valmark Advisers
Ohio
$283K 3,538 – –
CA
96
Cetera Advisors
Colorado
$281K 3,505 +399 +13%
MFP
97
Mosaic Financial Partners
California
$271K 3,395 – –
Truist Financial
98
Truist Financial
North Carolina
$264K 3,300 – –
WTC
99
WhitTier Trust Company
Nevada
$263K 3,290 – –
ICOA
100
Investment Centers of America
North Dakota
$248K 3,102 +3,102 New
2 3
4
5 6