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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

193 hedge funds and large institutions have $1.05B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 66 reducing their positions, and 15 closing their positions.

Holders
193
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
4.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
47
Reduced
66
Closed
15
Calls
$389K
Puts
$753K
Net Calls
-$364K
Net Calls Change
-$364K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.26M
2
Creative Planning
2
Creative Planning
Kansas
$13.1M
3
GW
3
GW & Wade
Massachusetts
$31.5M
4
SPIA
4
Steward Partners Investment Advisory
New York
$3.25M
5
IA
5
IFG Advisory
Georgia
$1.29M

Top Sellers

1
SP
1
Sarasin & Partners
United Kingdom
$0
2
EWM
2
Evercore Wealth Management
New York
$32M
3
Morgan Stanley
3
Morgan Stanley
New York
$117M
4
Goldman Sachs
4
Goldman Sachs
New York
$21.8M
5
AP
5
Advisors Preferred
Maryland
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
76
Cetera Advisor Networks
California
$748K 8,449 -970 -10%
SIA
77
Starfire Investment Advisers
Michigan
$739K 8,354 +8,354 New
CG
78
Caprock Group
Idaho
$724K 8,179 – –
FAAS
79
First Allied Advisory Services
California
$677K 7,660 +91 +1%
BCWM
80
Bartlett & Co Wealth Management
Ohio
$653K 7,385 +7,385 New
BC
81
Bartlett & Co
Ohio
$653K 7,385 +100 +1%
US Bancorp
82
US Bancorp
Minnesota
$650K 7,344 +74 +1%
SCM
83
Sterling Capital Management
North Carolina
$648K 7,320 – –
ACA
84
Ackerman Capital Advisors
Texas
$627K 6,803 -1,894 -22%
LNC
85
Lincoln National Corp
Pennsylvania
$619K 6,985 -7,544 -52%
AR
86
Advisory Research
Illinois
$614K 6,940 – –
AA
87
Ancora Advisors
Ohio
$612K 6,919 -45 -0.6%
HIC
88
Holderness Investments Company
North Carolina
$570K 6,441 -134 -2%
SAM
89
SignalPoint Asset Management
Missouri
$548K 6,196 +401 +7%
CPIG
90
Chicago Partners Investment Group
Illinois
$542K 6,122 -251 -4%
KLI
91
Kelman-Lazarov Inc
Tennessee
$518K 5,854 – –
PPFA
92
Provida Pension Fund Administrator
Chile
$513K 5,800 – –
EWA
93
Exencial Wealth Advisors
Oklahoma
$499K 5,645 – –
DW
94
Domani Wealth
Pennsylvania
$494K 5,577 – –
PLFAM
95
Pineno Levin & Ford Asset Management
Virginia
$483K 5,462 – –
PAG
96
Private Advisor Group
New Jersey
$475K 5,372 +1,279 +31%
BJL
97
Brighton Jones LLC
Washington
$469K 5,301 +25 +0.5%
APA
98
American Portfolios Advisors
New York
$466K 5,264 +2 +0%
FCIM
99
Fairview Capital Investment Management
California
$462K 5,227 -1,200 -19%
CL
100
Choreo LLC
Illinois
$460K 5,195 – –
2 3
4
5 6