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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

211 hedge funds and large institutions have $1.23B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+11
Holders Change %
+5.5%
% of All Funds
4.63%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
58
Reduced
58
Closed
8
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$56K

Top Buyers

1
EWM
Evercore Wealth Management
New York
$44.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$14.1M
3
LSPW
Lake Street Private Wealth
Illinois
$4.46M
4
AAS
Avantax Advisory Services
Texas
$5.82M
5
GW
GW & Wade
Massachusetts
$72.4M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$219M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$208K
3
Jane Street
Jane Street
New York
$0
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$0
5
ATPW
Ashton Thomas Private Wealth
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
76
WealthBridge Capital Management
Ohio
$1.01M +$29.3K +592 +3%
SPC
77
Sigma Planning Corp
Michigan
$971K +$971K +19,592 New
VC
78
Vestor Capital
Illinois
$940K +$34.3K +692 +4%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$925K +$131K +2,636 +16%
VAS
80
Vestmark Advisory Solutions
Massachusetts
$894K -$50.5K -1,020 -5%
NWS
81
Newport Wealth Strategies
California
$801K – – –
Citadel Advisors
82
Citadel Advisors
Florida
$761K -$1.76M -35,618 -70%
US Bancorp
83
US Bancorp
Minnesota
$756K -$992 -20 -0.1%
MIAS
84
Mason Investment Advisory Services
Virginia
$738K +$6.44K +130 +0.9%
OIA
85
Optimum Investment Advisors
Illinois
$734K -$68.4K -1,380 -9%
SCM
86
Sterling Capital Management
North Carolina
$725K – – –
SIA
87
Starfire Investment Advisers
Michigan
$713K – – –
AR
88
Advisory Research
Illinois
$697K – – –
RMCM
89
Reynders McVeigh Capital Management
Massachusetts
$693K – – –
MML Investors Services
90
MML Investors Services
Massachusetts
$677K -$93.7K -1,890 -12%
PT
91
Plimoth Trust
Massachusetts
$675K +$27.7K +558 +4%
WS
92
Wedbush Securities
California
$633K -$7.14K -144 -1%
HIC
93
Holderness Investments Company
North Carolina
$621K +$6.14K +124 +1%
OCM
94
One Capital Management
California
$614K -$57K -1,150 -8%
WDL
95
Well Done LLC
Michigan
$598K -$53.9K -1,088 -8%
PLFAM
96
Pineno Levin & Ford Asset Management
Virginia
$581K -$8.13K -164 -1%
VC
97
Vicus Capital
Pennsylvania
$573K +$59.8K +1,206 +12%
PPFA
98
Provida Pension Fund Administrator
Chile
$572K +$572K +11,600 New
APA
99
American Portfolios Advisors
New York
$542K +$20.6K +416 +4%
CG
100
Caprock Group
Idaho
$521K +$1.09K +22 +0.2%
2 3
4
5 6