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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

200 hedge funds and large institutions have $1.17B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 13 closing their positions.

Holders
200
Holders Change
-10
Holders Change %
-4.76%
% of All Funds
4.35%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
7
Increased
59
Reduced
67
Closed
13
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
-$20K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$30.2M
2
RJA
2
Raymond James & Associates
Florida
$37M
3
Bank of America
3
Bank of America
North Carolina
$63.5M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$29.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.6M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$6.88M
2
Morgan Stanley
2
Morgan Stanley
New York
$96.7M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$221M
4
Goldman Sachs
4
Goldman Sachs
New York
$23.5M
5
GFPC
5
Global Financial Private Capital
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GAG
76
GM Advisory Group
New York
$1.14M 11,729 -40 -0.3%
TP
77
Tranquility Partners
Tennessee
$1.09M 11,280 +11,280 New
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$990K 10,216 -200 -2%
VAS
79
Vestmark Advisory Solutions
Massachusetts
$924K 9,538 -272 -3%
VC
80
Vestor Capital
Illinois
$886K 9,141 +268 +3%
IA
81
IFG Advisory
Georgia
$877K 25,996 -2,307 -8%
WCM
82
WealthBridge Capital Management
Ohio
$834K 9,873 -471 -5%
NWS
83
Newport Wealth Strategies
California
$792K 8,083 – –
OIA
84
Optimum Investment Advisors
Illinois
$784K 8,094 -39 -0.5%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$777K 8,018 +3,622 +82%
MML Investors Services
86
MML Investors Services
Massachusetts
$753K 7,775 -190 -2%
US Bancorp
87
US Bancorp
Minnesota
$740K 7,633 +632 +9%
MIAS
88
Mason Investment Advisory Services
Virginia
$715K 7,380 +61 +0.8%
SCM
89
Sterling Capital Management
North Carolina
$709K 7,320 – –
SIA
90
Starfire Investment Advisers
Michigan
$698K 7,204 -1,150 -14%
AR
91
Advisory Research
Illinois
$682K 7,040 +100 +1%
RMCM
92
Reynders McVeigh Capital Management
Massachusetts
$678K 7,000 – –
OCM
93
One Capital Management
California
$656K 6,770 -670 -9%
WDL
94
Well Done LLC
Michigan
$638K 6,585 +105 +2%
PT
95
Plimoth Trust
Massachusetts
$632K 6,526 +6,526 New
WS
96
Wedbush Securities
California
$626K 6,457 +519 +9%
HIC
97
Holderness Investments Company
North Carolina
$602K 6,209 -295 -5%
PLFAM
98
Pineno Levin & Ford Asset Management
Virginia
$576K 5,942 -53 -0.9%
HSA
99
HBK Sorce Advisory
Pennsylvania
$546K 5,631 +875 +18%
APA
100
American Portfolios Advisors
New York
$510K 5,259 -647 -11%
2 3
4
5 6