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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

149 hedge funds and large institutions have $872M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 54 reducing their positions, and 8 closing their positions.

Holders
149
Holders Change
+14
Holders Change %
+10.37%
% of All Funds
3.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
22
Increased
38
Reduced
54
Closed
8
Calls
$1K
Puts
$279K
Net Calls
-$278K
Net Calls Change
-$278K

Top Buyers

1
PV
1
Private Vista
Illinois
$51.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
EWM
3
Evercore Wealth Management
New York
$7.09M
4
Wells Fargo
4
Wells Fargo
California
$28.1M
5
SG Americas Securities
5
SG Americas Securities
New York
$1.77M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$87.9M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$323K
3
UBS Group
3
UBS Group
Switzerland
$17M
4
RJA
4
Raymond James & Associates
Florida
$24.9M
5
BTS
5
BB&T Securities
Virginia
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
101
Cetera Advisors
Colorado
$234K 3,195 -9,635 -75%
ST
102
Spinnaker Trust
Maine
$225K 3,059 – –
LIA
103
LS Investment Advisors
Michigan
$213K 2,900 – –
ACM
104
Argentus Capital Management
Texas
$209K 3,033 +3,033 New
MFT
105
Moisand Fitzgerald Tamayo
Florida
$208K 2,832 – –
WDL
106
Well Done LLC
Michigan
$208K 2,832 – –
DADC
107
D.A. Davidson & Co
Montana
$208K 2,840 +793 +39%
VKH
108
Virtu KCG Holdings
New York
$208K 2,828 +2,828 New
RCA
109
Rex Capital Advisors
Rhode Island
$201K 2,743 +2,743 New
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$149K 2,035 -197 -9%
CPIG
111
Chicago Partners Investment Group
Illinois
$144K 1,966 – –
TRCT
112
Tower Research Capital (TRC)
New York
$122K 1,666 +1,229 +281%
MA
113
MCF Advisors
Kentucky
$110K 1,500 – –
WCM
114
Wealthcare Capital Management
Virginia
$105K 1,436 +1,436 New
WA
115
WFG Advisors
Texas
$100K 1,356 +402 +42%
TFA
116
Transamerica Financial Advisors
Florida
$96K 1,308 +7 +0.5%
HI
117
Hudock Inc
Pennsylvania
$90K 1,234 -399 -24%
JPMorgan Chase & Co
118
JPMorgan Chase & Co
New York
$89K 1,204 +815 +210%
CFA
119
Carroll Financial Associates
North Carolina
$73K 1,000 – –
BBPWM
120
Blue Bell Private Wealth Management
Pennsylvania
$59K 800 – –
VIA
121
Vantage Investment Advisors
Pennsylvania
$57K 775 – –
FANJ
122
Financial Architects (New Jersey)
New Jersey
$54K 734 +734 New
S
123
SignatureFD
Georgia
$52K 706 -795 -53%
FAM
124
Formidable Asset Management
Ohio
$46K 625 – –
KA
125
Klingman & Associates
New York
$44K 600 – –
3 4
5
6 7