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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

161 hedge funds and large institutions have $998M invested in WisdomTree US LargeCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
19
Increased
33
Reduced
67
Closed
9
Calls
$307K
Puts
$589K
Net Calls
-$282K
Net Calls Change
-$250K

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$7.97M
2
Citadel Advisors
Citadel Advisors
Florida
+$4M
3
EWM
Evercore Wealth Management
New York
+$2.86M
4
VF
Virtu Financial
New York
+$1.92M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.27M

Top Sellers

1
PV
Private Vista
Illinois
-$8.36M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$7.48M
3
Bank of America
Bank of America
North Carolina
-$5.28M
4
Wells Fargo
Wells Fargo
California
-$4.93M
5
VC
Vestor Capital
Illinois
-$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
126
Watermark Asset Management
California
$121K +$121K +2,908 New
IA
127
IFP Advisors
Florida
$108K -$1.41K -34 -1%
GEA
128
Glen Eagle Advisors
New Jersey
$108K – – –
WA
129
WFG Advisors
Texas
$95K – – –
JFA
130
JNBA Financial Advisors
Minnesota
$93K – – –
JPMorgan Chase & Co
131
JPMorgan Chase & Co
New York
$89K -$18.6K -450 -17%
HI
132
Hudock Inc
Pennsylvania
$88K +$82 +2 +0.1%
CFA
133
Carroll Financial Associates
North Carolina
$82K – – –
FMTCOCP
134
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$80.9K – – –
BTIS
135
BB&T Investment Services
North Carolina
$71K +$18.5K +448 +35%
PA
136
Parallel Advisors
California
$64K -$12.4K -300 -16%
BFEC
137
Benjamin F. Edwards & Company
Missouri
$54K +$16.7K +402 +45%
FANJ
138
Financial Architects (New Jersey)
New Jersey
$46K – – –
BBPWM
139
Blue Bell Private Wealth Management
Pennsylvania
$41K – – –
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$41K – – –
Manulife (Manufacturers Life Insurance)
141
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38K -$91.3K -2,216 -71%
CFD
142
Creative Financial Designs
Indiana
$37K – – –
SNT
143
Security National Trust
West Virginia
$33K – – –
PFBT
144
Parkside Financial Bank & Trust
Missouri
$31K – – –
SSB
145
Sandy Spring Bank
Maryland
$26K +$26K +620 New
AWMS
146
Advocacy Wealth Management Services
Georgia
$25K -$1.63K -40 -6%
MWM
147
MinichMacGregor Wealth Management
New York
$22K – – –
CAL
148
Capital Advisors Ltd
Ohio
$13K – – –
MSFP
149
Mark Sheptoff Financial Planning
Connecticut
$12K +$79 +2 +0.7%
ADL
150
Asset Dedication LLC
California
$9K -$4.07K -94 -31%
3 4 5
6
7