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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

147 hedge funds and large institutions have $925M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 12 closing their positions.

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
18
Increased
38
Reduced
50
Closed
12
Calls
$269K
Puts
$246K
Net Calls
+$23K
Net Calls Change
+$197K

Top Buyers

1
EWM
1
Evercore Wealth Management
New York
$21.2M
2
Jane Street
2
Jane Street
New York
$3.25M
3
LPL Financial
3
LPL Financial
California
$10.4M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.15M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.05M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$86.9M
2
VF
2
Virtu Financial
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
RJA
4
Raymond James & Associates
Florida
$22.7M
5
BTS
5
BB&T Securities
Virginia
$8.93M
Name Market Value Shares Shares
Change 		Shares
Change %
BFEC
126
Benjamin F. Edwards & Company
Missouri
$35K 450 – –
AssetMark Inc
127
AssetMark Inc
California
$34K 447 +409 +1,076%
SNT
128
Security National Trust
West Virginia
$31K 400 – –
PFBT
129
Parkside Financial Bank & Trust
Missouri
$29K 372 – –
Bessemer Group
130
Bessemer Group
New Jersey
$29K 377 +377 New
AWMS
131
Advocacy Wealth Management Services
Georgia
$25K 326 – –
CG
132
Cutler Group
California
$23K 300 +300 New
QAM
133
QCI Asset Management
New York
$23K 302 +302 New
MWM
134
MinichMacGregor Wealth Management
New York
$21K 275 – –
WIC
135
Woodmont Investment Counsel
Tennessee
$18K 238 +238 New
VNA
136
Valley National Advisers
Pennsylvania
$17K 221 -78 -26%
MSFP
137
Mark Sheptoff Financial Planning
Connecticut
$12K 150 – –
CAL
138
Capital Advisors Ltd
Ohio
$12K 160 – –
NFG
139
Next Financial Group
Texas
$8K 100 +100 New
AC
140
Alexandria Capital
Virginia
$7K 95 +1 +1%
WEC
141
Winslow Evans & Crocker
Massachusetts
$5.78K 76 – –
KKAMG
142
Kernodle & Katon Asset Management Group
Arkansas
$4K 55 – –
GI
143
Gradient Investments
Minnesota
$4K 46 – –
TIM
144
Tortoise Investment Management
New York
$2K 25 – –
WDL
145
Well Done LLC
Michigan
$216 2,804 – –
VF
146
Virtu Financial
New York
– – -53,232 Closed
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
– – -52,691 Closed
RDM
148
Retirement Design & Management
Connecticut
– – -11,840 Closed
AP
149
Advisors Preferred
Maryland
– – -8,329 Closed
BP
150
Ballentine Partners
Massachusetts
– – -4,084 Closed
3 4 5
6
7