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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.

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

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$87.9M
2
HighTower Advisors
HighTower Advisors
Illinois
$323K
3
UBS Group
UBS Group
Switzerland
$17M
4
RJA
Raymond James & Associates
Florida
$24.9M
5
BTS
BB&T Securities
Virginia
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$40K -$33.6K -924 -46%
CK
127
Carnick & Kubik
Colorado
$37K +$37K +1,000 New
BFEC
128
Benjamin F. Edwards & Company
Missouri
$33K – – –
IWM
129
Integrated Wealth Management
California
$32K – – –
SNT
130
Security National Trust
West Virginia
$29K – – –
PFBT
131
Parkside Financial Bank & Trust
Missouri
$27K +$27K +744 New
AWMS
132
Advocacy Wealth Management Services
Georgia
$25K +$11.6K +318 +86%
VNA
133
Valley National Advisers
Pennsylvania
$22K +$22K +598 New
MWM
134
MinichMacGregor Wealth Management
New York
$20K +$20K +550 New
JFA
135
JNBA Financial Advisors
Minnesota
$18K +$18K +480 New
HNB
136
Huntington National Bank
Ohio
$17K – – –
WIC
137
Woodmont Investment Counsel
Tennessee
$17K – – –
SEI Investments
138
SEI Investments
Pennsylvania
$16K +$16K +432 New
WAS
139
Winch Advisory Services
Wisconsin
$14K +$73 +2 +0.5%
CAL
140
Capital Advisors Ltd
Ohio
$12K – – –
MSFP
141
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
AssetMark Inc
142
AssetMark Inc
California
$9K -$2.03M -57,676 -100%
AC
143
Alexandria Capital
Virginia
$7K +$74 +2 +1%
WEC
144
Winslow Evans & Crocker
Massachusetts
$5.51K -$73 -2 -1%
KKAMG
145
Kernodle & Katon Asset Management Group
Arkansas
$4K – – –
SBL
146
Sargent Bickham Lagudis
Colorado
$4K +$4K +104 New
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$3K – – –
GI
148
Gradient Investments
Minnesota
$3K – – –
MFS
149
Madrona Financial Services
Washington
– -$385K -10,830 Closed
CS
150
Credit Suisse
Switzerland
– -$355K -9,974 Closed
3 4 5
6
7