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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

200 hedge funds and large institutions have $1.17B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-10
Holders Change %
-4.76%
% of All Funds
4.35%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
7
Increased
59
Reduced
67
Closed
13
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
-$20K

Top Buyers

1
LPL Financial
LPL Financial
California
+$14.3M
2
RJA
Raymond James & Associates
Florida
+$11.9M
3
Bank of America
Bank of America
North Carolina
+$6.95M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.21M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$16M
2
Morgan Stanley
Morgan Stanley
New York
-$15.1M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$14.3M
4
Goldman Sachs
Goldman Sachs
New York
-$5.22M
5
GFPC
Global Financial Private Capital
Florida
-$4.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCWM
126
Willow Creek Wealth Management
California
$311K – – –
PO
127
Private Ocean
California
$300K – – –
Truist Financial
128
Truist Financial
North Carolina
$299K -$9.69K -200 -3%
SB
129
Suntrust Banks
Georgia
$286K -$97 -2 -0%
LIA
130
LS Investment Advisors
Michigan
$281K – – –
MFT
131
Moisand Fitzgerald Tamayo
Florida
$274K – – –
CG
132
Colony Group
Massachusetts
$266K -$20.6K -424 -7%
VA
133
Valmark Advisers
Ohio
$257K -$31.1K -640 -11%
W
134
Wealthquest
Ohio
$256K – – –
RC
135
RegentAtlantic Capital
New Jersey
$255K -$7.55K -156 -3%
RJT
136
Raymond James Trust
Florida
$255K -$6.97K -144 -3%
CCM
137
Carlson Capital Management
Minnesota
$252K – – –
WWM
138
Western Wealth Management
Colorado
$252K +$35.2K +728 +16%
OC
139
Oppenheimer & Co
New York
$251K -$20.3K -420 -7%
SC
140
SouthState Corp
Florida
$242K – – –
SEI Investments
141
SEI Investments
Pennsylvania
$223K – – –
GSWM
142
Golden State Wealth Management
California
$222K -$33.8K -700 -13%
RI
143
Ridgewood Investments
New Jersey
$211K – – –
BCI
144
Brinker Capital Investments
Pennsylvania
$174K +$89.5K +1,850 +106%
NL
145
NVWM LLC
Pennsylvania
$172K – – –
WCG
146
Weaver Consulting Group
California
$161K – – –
SMFS
147
Squar Milner Financial Services
California
$146K +$292 +6 +0.2%
MA
148
MCF Advisors
Kentucky
$145K – – –
GEA
149
Glen Eagle Advisors
New Jersey
$116K – – –
CFA
150
Carroll Financial Associates
North Carolina
$96K – – –
4 5
6
7 8