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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

168 hedge funds and large institutions have $1,000M invested in WisdomTree US LargeCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 6 closing their positions.

Holders
168
Holders Change
+7
Holders Change %
+4.35%
% of All Funds
4.19%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
14
Increased
47
Reduced
57
Closed
6
Calls
$1.51M
Puts
$614K
Net Calls
+$899K
Net Calls Change
+$1.18M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$5.08M
2
Goldman Sachs
2
Goldman Sachs
New York
$23.5M
3
GW
3
GW & Wade
Massachusetts
$26.4M
4
VF
4
Virtu Financial
New York
$4.63M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.67M

Top Sellers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$26.8M
2
PV
2
Private Vista
Illinois
$43M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$226M
4
PA
4
Paracle Advisors
Washington
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$793K
Name Market Value Shares Shares
Change 		Shares
Change %
AA
76
Ancora Advisors
Ohio
$596K 7,091 – –
MML Investors Services
77
MML Investors Services
Massachusetts
$590K 7,018 +7,018 New
AR
78
Advisory Research
Illinois
$584K 6,940 – –
CG
79
Colony Group
Massachusetts
$567K 6,740 -678 -9%
LNC
80
Lincoln National Corp
Pennsylvania
$555K 6,598 +2,932 +80%
GS
81
Girard Securities
California
$554K 6,598 +1,464 +29%
KLI
82
Kelman-Lazarov Inc
Tennessee
$528K 6,284 -150 -2%
GAG
83
GM Advisory Group
New York
$521K 6,200 -999 -14%
Wolverine Trading
84
Wolverine Trading
Illinois
$520K 6,205 +6,205 New
AT
85
Arden Trust
Delaware
$511K 6,079 -360 -6%
DW
86
Domani Wealth
Pennsylvania
$511K 6,077 -300 -5%
PLFAM
87
Pineno Levin & Ford Asset Management
Virginia
$497K 5,915 – –
PPFA
88
Provida Pension Fund Administrator
Chile
$488K 5,800 +5,800 New
BJL
89
Brighton Jones LLC
Washington
$439K 5,225 +5,225 New
CL
90
Choreo LLC
Illinois
$437K 5,195 – –
TCM
91
Tufton Capital Management
Maryland
$429K 5,100 – –
CC
92
Courier Capital
New York
$418K 4,966 -290 -6%
CPIG
93
Chicago Partners Investment Group
Illinois
$411K 4,977 +1,319 +36%
RWP
94
RWA Wealth Partners
Massachusetts
$388K 4,609 – –
HFS
95
HL Financial Services
Kentucky
$338K 4,016 – –
CT
96
Cambridge Trust
Massachusetts
$333K 3,956 – –
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$318K 3,784 +2 +0.1%
GWM
98
Geneos Wealth Management
Colorado
$313K 3,732 -70 -2%
VA
99
Valmark Advisers
Ohio
$305K 3,633 – –
ICOA
100
Investment Centers of America
North Dakota
$305K 3,615 +466 +15%
2 3
4
5 6