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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 %
AP
126
Advisors Preferred
Maryland
$322K 3,415 +3,415 New
WTC
127
WhitTier Trust Company
Nevada
$310K 3,290 – –
WCWM
128
Willow Creek Wealth Management
California
$302K 3,208 – –
Truist Financial
129
Truist Financial
North Carolina
$300K 3,185 – –
PO
130
Private Ocean
California
$292K 3,099 – –
VA
131
Valmark Advisers
Ohio
$280K 2,968 +2,968 New
SB
132
Suntrust Banks
Georgia
$279K 2,958 -994 -25%
CG
133
Colony Group
Massachusetts
$279K 2,956 – –
LIA
134
LS Investment Advisors
Michigan
$273K 2,900 – –
MFT
135
Moisand Fitzgerald Tamayo
Florida
$267K 2,832 – –
OC
136
Oppenheimer & Co
New York
$264K 2,803 +250 +10%
FAAS
137
First Allied Advisory Services
California
$263K 2,789 -502 -15%
RJT
138
Raymond James Trust
Florida
$255K 2,707 -352 -12%
RC
139
RegentAtlantic Capital
New Jersey
$255K 2,711 – –
GSWM
140
Golden State Wealth Management
California
$250K 2,649 +2,649 New
W
141
Wealthquest
Ohio
$249K 2,650 – –
CCM
142
Carlson Capital Management
Minnesota
$245K 2,600 +2,600 New
SC
143
SouthState Corp
Florida
$236K 2,500 – –
SEI Investments
144
SEI Investments
Pennsylvania
$217K 2,300 – –
WWM
145
Western Wealth Management
Colorado
$212K 2,239 +2,239 New
RI
146
Ridgewood Investments
New Jersey
$205K 2,181 – –
NL
147
NVWM LLC
Pennsylvania
$167K 1,775 – –
WCG
148
Weaver Consulting Group
California
$158K 1,659 +1,659 New
MA
149
MCF Advisors
Kentucky
$141K 1,500 – –
SMFS
150
Squar Milner Financial Services
California
$141K 1,499 +1 +0.1%
4 5
6
7 8