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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

210 hedge funds and large institutions have $1.16B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 70 reducing their positions, and 16 closing their positions.

Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
4.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
24
Increased
50
Reduced
70
Closed
16
Calls
$311K
Puts
–
Net Calls
+$311K
Net Calls Change
+$311K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$27.9M
2
SPIA
2
Steward Partners Investment Advisory
New York
$16.9M
3
Creative Planning
3
Creative Planning
Kansas
$21.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.52M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$22.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$109M
3
PV
3
Private Vista
Illinois
$20.3M
4
CI
4
CX Institutional
Indiana
$7.64M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$229M
Name Market Value Shares Shares
Change 		Shares
Change %
APA
101
American Portfolios Advisors
New York
$556K 5,906 +1 +0%
CG
102
Caprock Group
Idaho
$494K 5,240 -700 -12%
CL
103
Choreo LLC
Illinois
$489K 5,195 – –
KLI
104
Kelman-Lazarov Inc
Tennessee
$486K 5,154 – –
CRC
105
Curi RMB Capital
Illinois
$476K 5,052 +5,052 New
PAG
106
Private Advisor Group
New Jersey
$448K 4,750 -1,226 -21%
HSA
107
HBK Sorce Advisory
Pennsylvania
$448K 4,756 +4 +0.1%
RWP
108
RWA Wealth Partners
Massachusetts
$434K 4,609 – –
SFS
109
Sowell Financial Services
Arkansas
$429K 4,558 – –
DW
110
Domani Wealth
Pennsylvania
$427K 4,527 – –
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$414K 4,396 +23 +0.5%
AT
112
Arden Trust
Delaware
$402K 4,270 – –
WSFS
113
Wilmington Savings Fund Society
Delaware
$394K 4,183 -556 -12%
BSW
114
Buckingham Strategic Wealth
Missouri
$394K 4,177 +800 +24%
EWA
115
Exencial Wealth Advisors
Oklahoma
$390K 4,140 – –
ST
116
Spinnaker Trust
Maine
$382K 4,064 – –
CC
117
Courier Capital
New York
$380K 4,031 -200 -5%
FCI
118
Financial Counselors Inc
Kansas
$377K 3,998 – –
CT
119
Cambridge Trust
Massachusetts
$373K 3,956 – –
GWM
120
Geneos Wealth Management
Colorado
$345K 3,665 +7 +0.2%
BCWM
121
Bartlett & Co Wealth Management
Ohio
$333K 3,535 -3,300 -48%
BC
122
Bartlett & Co
Ohio
$333K 3,535 -3,300 -48%
WLIM
123
White Lighthouse Investment Management
Massachusetts
$332K 3,525 -1,185 -25%
BJL
124
Brighton Jones LLC
Washington
$327K 3,468 +422 +14%
CFS
125
Ceros Financial Services
Maryland
$322K 3,415 +3,415 New
3 4
5
6 7