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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

119 hedge funds and large institutions have $887M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
119
Holders Change
-3
Holders Change %
-2.46%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
17
Increased
35
Reduced
44
Closed
18
Calls
–
Puts
$290K
Net Calls
-$290K
Net Calls Change
-$290K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$39.2M
2
Bank of America
2
Bank of America
North Carolina
$32.6M
3
SG Americas Securities
3
SG Americas Securities
New York
$5.81M
4
Wells Fargo
4
Wells Fargo
California
$53.3M
5
FAAS
5
First Allied Advisory Services
California
$3.71M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$119M
2
LYV
2
Live Your Vision
Pennsylvania
$16.7M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$208M
4
BTS
4
BB&T Securities
Virginia
$16.3M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$30.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
101
Carroll Financial Associates
North Carolina
$72K 1,000 – –
WA
102
WFG Advisors
Texas
$69K 951 +951 New
VIA
103
Vantage Investment Advisors
Pennsylvania
$56K 775 -1,120 -59%
FAM
104
Formidable Asset Management
Ohio
$45K 625 – –
KA
105
Klingman & Associates
New York
$43K 600 – –
BFEC
106
Benjamin F. Edwards & Company
Missouri
$33K 450 – –
IWM
107
Integrated Wealth Management
California
$32K 440 -550 -56%
FANJ
108
Financial Architects (New Jersey)
New Jersey
$30K 413 +182 +79%
SNT
109
Security National Trust
West Virginia
$29K 400 – –
BCI
110
Brinker Capital Investments
Pennsylvania
$22K 306 -757 -71%
WIC
111
Woodmont Investment Counsel
Tennessee
$17K 238 +238 New
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$14K 196 +196 New
CAL
113
Capital Advisors Ltd
Ohio
$12K 160 – –
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$8K 107 +107 New
AC
115
Alexandria Capital
Virginia
$7K 92 +1 +1%
HNB
116
Huntington National Bank
Ohio
– – -234 Closed
WEC
117
Winslow Evans & Crocker
Massachusetts
$5.44K 76 – –
GI
118
Gradient Investments
Minnesota
$3K 46 +46 New
MWM
119
Merriman Wealth Management
Washington
– – -87,162 Closed
FAAM
120
First Allied Asset Management
California
– – -43,060 Closed
SIAS
121
Shine Investment Advisory Services
Colorado
– – -20,626 Closed
JPMPWA
122
J.P. Morgan Private Wealth Advisors
California
– – -15,897 Closed
EWA
123
Exencial Wealth Advisors
Oklahoma
– – -11,027 Closed
Jane Street
124
Jane Street
New York
– – -9,986 Closed
VKH
125
Virtu KCG Holdings
New York
– – -7,700 Closed
2 3 4
5
6