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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

121 hedge funds and large institutions have $1.65B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
121
Holders Change
+21
Holders Change %
+21%
% of All Funds
3.23%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
28
Increased
46
Reduced
26
Closed
6
Calls
–
Puts
$378K
Net Calls
-$378K
Net Calls Change
+$106K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$499M
2
BTS
2
BB&T Securities
Virginia
$335M
3
UBS Group
3
UBS Group
Switzerland
$40.6M
4
RJA
4
Raymond James & Associates
Florida
$25.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$98.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.1M
2
UCFA
2
United Capital Financial Advisors
Texas
$3.35M
3
EWM
3
Evercore Wealth Management
New York
$0
4
Citigroup
4
Citigroup
New York
$3.66M
5
GW
5
GW & Wade
Massachusetts
$31.9M
Name Market Value Shares Shares
Change 		Shares
Change %
STI
101
Susquehanna Trust & Investment
Pennsylvania
$207K 2,793 +2,793 New
DADC
102
D.A. Davidson & Co
Montana
$206K 2,791 +2,791 New
RCA
103
Rex Capital Advisors
Rhode Island
$201K 2,710 +2,710 New
CPIG
104
Chicago Partners Investment Group
Illinois
$191K 2,581 +2,581 New
WF
105
WealthTrust Fairport
Ohio
$111K 1,500 +1,500 New
BCI
106
Brinker Capital Investments
Pennsylvania
$89K 1,205 +324 +37%
BBPWM
107
Blue Bell Private Wealth Management
Pennsylvania
$81K 1,100 – –
CFA
108
Carroll Financial Associates
North Carolina
$73K 1,000 +1,000 New
VIA
109
Vantage Investment Advisors
Pennsylvania
$57K 775 – –
FAM
110
Formidable Asset Management
Ohio
– – -625 Closed
KA
111
Klingman & Associates
New York
$44K 600 +600 New
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$42K 564 -50 -8%
BFEC
113
Benjamin F. Edwards & Company
Missouri
$33K 450 – –
SNT
114
Security National Trust
West Virginia
$30K 400 – –
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$23K 316 – –
CAL
116
Capital Advisors Ltd
Ohio
$12K 160 +160 New
W
117
Wealthfront
California
$8K 106 +106 New
AC
118
Alexandria Capital
Virginia
$7K 91 +1 +1%
WEC
119
Winslow Evans & Crocker
Massachusetts
$5.56K 76 – –
HCM
120
Horrell Capital Management
Arkansas
$4K 55 – –
BRWA
121
B. Riley Wealth Advisors
Florida
$1 20 +20 New
EWM
122
Evercore Wealth Management
New York
– – -47,836 Closed
SI
123
SII Investments
Wisconsin
– – -7,026 Closed
VKH
124
Virtu KCG Holdings
New York
– – -4,610 Closed
NFG
125
Next Financial Group
Texas
– – -1,236 Closed
2 3 4
5
6