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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

211 hedge funds and large institutions have $1.23B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+11
Holders Change %
+5.5%
% of All Funds
4.63%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
58
Reduced
58
Closed
8
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$56K

Top Buyers

1
EWM
Evercore Wealth Management
New York
$44.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$14.1M
3
LSPW
Lake Street Private Wealth
Illinois
$4.46M
4
AAS
Avantax Advisory Services
Texas
$5.82M
5
GW
GW & Wade
Massachusetts
$72.4M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$219M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$208K
3
Jane Street
Jane Street
New York
$0
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$0
5
ATPW
Ashton Thomas Private Wealth
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DW
126
Domani Wealth
Pennsylvania
$325K -$124K -2,500 -28%
CRC
127
Curi RMB Capital
Illinois
$321K – – –
WCWM
128
Willow Creek Wealth Management
California
$318K – – –
Truist Financial
129
Truist Financial
North Carolina
$310K +$3.97K +80 +1%
PO
130
Private Ocean
California
$308K – – –
BCWM
131
Bartlett & Co Wealth Management
Ohio
$304K -$46.2K -932 -13%
BC
132
Bartlett & Co
Ohio
$304K -$46.2K -932 -13%
SB
133
Suntrust Banks
Georgia
$293K -$99 -2 -0%
LIA
134
LS Investment Advisors
Michigan
$287K – – –
MFT
135
Moisand Fitzgerald Tamayo
Florida
$281K – – –
MOS
136
MGO One Seven
Ohio
$270K +$270K +5,460 New
CG
137
Colony Group
Massachusetts
$267K -$4.75K -96 -2%
VA
138
Valmark Advisers
Ohio
$263K +$693 +14 +0.3%
W
139
Wealthquest
Ohio
$262K – – –
RC
140
RegentAtlantic Capital
New Jersey
$261K – – –
WWM
141
Western Wealth Management
Colorado
$259K – – –
CCM
142
Carlson Capital Management
Minnesota
$258K – – –
CC
143
Courier Capital
New York
$257K -$133K -2,750 -34%
SC
144
SouthState Corp
Florida
$248K – – –
Renaissance Technologies
145
Renaissance Technologies
New York
$238K -$99.2K -2,000 -29%
FHC
146
First Heartland Consultants
Missouri
$238K +$238K +4,812 New
SEI Investments
147
SEI Investments
Pennsylvania
$228K – – –
GSWM
148
Golden State Wealth Management
California
$228K – – –
RI
149
Ridgewood Investments
New Jersey
$216K – – –
RJT
150
Raymond James Trust
Florida
$209K -$52.6K -1,060 -20%
4 5
6
7 8