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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

193 hedge funds and large institutions have $1.05B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 66 reducing their positions, and 15 closing their positions.

Holders
193
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
4.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
47
Reduced
66
Closed
15
Calls
$389K
Puts
$753K
Net Calls
-$364K
Net Calls Change
-$364K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.26M
2
Creative Planning
2
Creative Planning
Kansas
$13.1M
3
GW
3
GW & Wade
Massachusetts
$31.5M
4
SPIA
4
Steward Partners Investment Advisory
New York
$3.25M
5
IA
5
IFG Advisory
Georgia
$1.29M

Top Sellers

1
SP
1
Sarasin & Partners
United Kingdom
$0
2
EWM
2
Evercore Wealth Management
New York
$32M
3
Morgan Stanley
3
Morgan Stanley
New York
$117M
4
Goldman Sachs
4
Goldman Sachs
New York
$21.8M
5
AP
5
Advisors Preferred
Maryland
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
GAG
101
GM Advisory Group
New York
$452K 5,107 -1,094 -18%
AT
102
Arden Trust
Delaware
$447K 5,044 -277 -5%
HSA
103
HBK Sorce Advisory
Pennsylvania
$421K 4,752 – –
CT
104
Cambridge Trust
Massachusetts
$421K 4,756 +800 +20%
TCM
105
Tufton Capital Management
Maryland
$417K 4,720 – –
CC
106
Courier Capital
New York
$415K 4,691 -275 -6%
RWP
107
RWA Wealth Partners
Massachusetts
$408K 4,609 – –
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$379K 4,285 +200 +5%
ERIM
109
Eagle Ridge Investment Management
Connecticut
$373K 4,218 +4,218 New
CIM
110
Confluence Investment Management
Missouri
$343K 3,871 -1,124 -23%
CG
111
Colony Group
Massachusetts
$332K 3,754 -171 -4%
GWM
112
Geneos Wealth Management
Colorado
$331K 3,744 -8 -0.2%
WSFS
113
Wilmington Savings Fund Society
Delaware
$327K 3,693 -5,805 -61%
SKK
114
Shepherd Kaplan Krochuk
Massachusetts
$307K 3,471 -1,186 -25%
EWA
115
EP Wealth Advisors
California
$304K 3,430 – –
PIA
116
Peachtree Investment Advisors
Georgia
$302K 3,409 – –
BSW
117
Buckingham Strategic Wealth
Missouri
$299K 3,377 – –
Truist Financial
118
Truist Financial
North Carolina
$292K 3,300 – –
WTC
119
WhitTier Trust Company
Nevada
$291K 3,290 – –
CIC
120
Carnegie Investment Counsel
Ohio
$287K 3,171 -37 -1%
OC
121
Oppenheimer & Co
New York
$286K 3,236 – –
MFP
122
Mosaic Financial Partners
California
$285K 3,231 – –
WCWM
123
Willow Creek Wealth Management
California
$284K 3,208 +3,208 New
RJT
124
Raymond James Trust
Florida
$278K 3,138 +461 +17%
Citadel Advisors
125
Citadel Advisors
Florida
$263K 2,977 -7,075 -70%
3 4
5
6 7