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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

152 hedge funds and large institutions have $992M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 15 closing their positions.

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
3.81%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
21
Increased
43
Reduced
47
Closed
15
Calls
$208K
Puts
$240K
Net Calls
-$32K
Net Calls Change
-$55K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$134M
2
PP
2
PagnatoKarp Partners
Virginia
$11.7M
3
EWM
3
Evercore Wealth Management
New York
$30.8M
4
VC
4
Vestor Capital
Illinois
$7.43M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$6.76M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$84.6M
2
PV
2
Private Vista
Illinois
$53.8M
3
SG Americas Securities
3
SG Americas Securities
New York
$119K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Jane Street
5
Jane Street
New York
$1.73M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
126
Carroll Financial Associates
North Carolina
$79K 1,000 – –
FMTCOCP
127
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$77.9K 975 +975 New
PA
128
Parallel Advisors
California
$74K 924 +924 New
BTIS
129
BB&T Investment Services
North Carolina
$51K 638 +638 New
FANJ
130
Financial Architects (New Jersey)
New Jersey
$44K 552 – –
BBPWM
131
Blue Bell Private Wealth Management
Pennsylvania
$40K 500 -300 -38%
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$40K 500 – –
BFEC
133
Benjamin F. Edwards & Company
Missouri
$36K 450 – –
CFD
134
Creative Financial Designs
Indiana
$35K 444 +444 New
SNT
135
Security National Trust
West Virginia
$32K 400 – –
PFBT
136
Parkside Financial Bank & Trust
Missouri
$30K 372 – –
AWMS
137
Advocacy Wealth Management Services
Georgia
$26K 326 – –
CG
138
Cutler Group
California
$23K 300 – –
MWM
139
MinichMacGregor Wealth Management
New York
$21K 275 – –
CAL
140
Capital Advisors Ltd
Ohio
$13K 160 – –
ADL
141
Asset Dedication LLC
California
$12K 151 -2,122 -93%
MSFP
142
Mark Sheptoff Financial Planning
Connecticut
$12K 150 – –
GI
143
Gradient Investments
Minnesota
$12K 147 +101 +220%
VNA
144
Valley National Advisers
Pennsylvania
$8K 100 -121 -55%
AC
145
Alexandria Capital
Virginia
$8K 95 – –
NFG
146
Next Financial Group
Texas
$8K 100 – –
SF
147
Synovus Financial
Georgia
$8K 105 +105 New
WEC
148
Winslow Evans & Crocker
Massachusetts
$5.99K 76 – –
AIP
149
Ameritas Investment Partners
Nebraska
$3K 38 +38 New
TIM
150
Tortoise Investment Management
New York
$2K 25 – –
3 4 5
6
7