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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

135 hedge funds and large institutions have $907M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 5 closing their positions.

Holders
135
Holders Change
+15
Holders Change %
+12.5%
% of All Funds
3.55%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
21
Increased
42
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$19.5M
2
SWP
2
Stratos Wealth Partners
Ohio
$19M
3
LPL Financial
3
LPL Financial
California
$14.2M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.03M
5
Jane Street
5
Jane Street
New York
$4.74M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$24.9M
2
LYV
2
Live Your Vision
Pennsylvania
$7.7M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$199M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.79M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$159K 2,232 +1,142 +105%
DADC
102
D.A. Davidson & Co
Montana
$145K 2,047 +281 +16%
CPIG
103
Chicago Partners Investment Group
Illinois
$140K 1,966 – –
DPI
104
Diversified Portfolios Inc
Michigan
$129K 1,811 +1,811 New
HI
105
Hudock Inc
Pennsylvania
$116K 1,633 +1 +0.1%
MA
106
MCF Advisors
Kentucky
$107K 1,500 -3,000 -67%
S
107
SignatureFD
Georgia
$107K 1,501 +8 +0.5%
TFA
108
Transamerica Financial Advisors
Florida
$93K 1,301 +8 +0.6%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$72K 1,012 +1,012 New
IA
110
IFP Advisors
Florida
$72K 1,016 +1,016 New
CFA
111
Carroll Financial Associates
North Carolina
$71K 1,000 – –
WA
112
WFG Advisors
Texas
$68K 954 +1 +0.1%
BBPWM
113
Blue Bell Private Wealth Management
Pennsylvania
$57K 800 -200 -20%
VIA
114
Vantage Investment Advisors
Pennsylvania
$55K 775 – –
KA
115
Klingman & Associates
New York
$43K 600 – –
FAM
116
Formidable Asset Management
Ohio
$43K 625 – –
BFEC
117
Benjamin F. Edwards & Company
Missouri
$32K 450 – –
TRCT
118
Tower Research Capital (TRC)
New York
$31K 437 -1,485 -77%
IWM
119
Integrated Wealth Management
California
$31K 440 – –
SNT
120
Security National Trust
West Virginia
$28K 400 – –
JPMorgan Chase & Co
121
JPMorgan Chase & Co
New York
$28K 389 +389 New
WIC
122
Woodmont Investment Counsel
Tennessee
$17K 238 – –
AIA
123
Allegis Investment Advisors
Idaho
$15K 208 +208 New
WAS
124
Winch Advisory Services
Wisconsin
$14K 192 +192 New
AWMS
125
Advocacy Wealth Management Services
Georgia
$13K 185 +185 New
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5
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