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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

191 hedge funds and large institutions have $1.03B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 68 reducing their positions, and 11 closing their positions.

Holders
191
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
14
Increased
41
Reduced
68
Closed
11
Calls
–
Puts
$522K
Net Calls
-$522K
Net Calls Change
-$158K

Top Buyers

1
SP
1
Sarasin & Partners
United Kingdom
$6.21M
2
CI
2
CX Institutional
Indiana
$4.72M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.59M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.7M
5
Creative Planning
5
Creative Planning
Kansas
$15.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$22.2M
2
VF
2
Virtu Financial
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$51.4M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$217M
5
Morgan Stanley
5
Morgan Stanley
New York
$114M
Name Market Value Shares Shares
Change 		Shares
Change %
HSA
101
HBK Sorce Advisory
Pennsylvania
$426K 4,752 – –
TCM
102
Tufton Capital Management
Maryland
$423K 4,720 – –
EWA
103
Exencial Wealth Advisors
Oklahoma
$418K 4,653 -992 -18%
RWP
104
RWA Wealth Partners
Massachusetts
$414K 4,609 – –
BJL
105
Brighton Jones LLC
Washington
$393K 4,384 -917 -17%
CWM
106
Cornerstone Wealth Management
Missouri
$391K 35,116 +35,116 New
CC
107
Courier Capital
New York
$380K 4,231 -460 -10%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$380K 4,229 -56 -1%
ASN
109
Advisory Services Network
Georgia
$374K 4,021 +4,021 New
WSFS
110
Wilmington Savings Fund Society
Delaware
$331K 3,693 – –
CG
111
Colony Group
Massachusetts
$330K 3,672 -82 -2%
GWM
112
Geneos Wealth Management
Colorado
$324K 3,611 -133 -4%
EWA
113
EP Wealth Advisors
California
$308K 3,430 – –
PIA
114
Peachtree Investment Advisors
Georgia
$306K 3,409 – –
BSW
115
Buckingham Strategic Wealth
Missouri
$303K 3,377 – –
FAAS
116
First Allied Advisory Services
California
$298K 3,316 -4,344 -57%
WTC
117
WhitTier Trust Company
Nevada
$295K 3,290 – –
PAG
118
Private Advisor Group
New Jersey
$294K 3,583 -1,789 -33%
SKK
119
Shepherd Kaplan Krochuk
Massachusetts
$291K 3,245 -226 -7%
WCWM
120
Willow Creek Wealth Management
California
$288K 3,208 – –
CIM
121
Confluence Investment Management
Missouri
$287K 3,196 -675 -17%
Truist Financial
122
Truist Financial
North Carolina
$286K 3,185 -115 -3%
RJT
123
Raymond James Trust
Florida
$280K 3,118 -20 -0.6%
MFP
124
Mosaic Financial Partners
California
$278K 3,099 -132 -4%
VC
125
Vicus Capital
Pennsylvania
$266K 2,960 +353 +14%
3 4
5
6 7