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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

171 hedge funds and large institutions have $1.03B invested in WisdomTree US LargeCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+3
Holders Change %
+1.79%
% of All Funds
4.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
14
Increased
50
Reduced
52
Closed
9
Calls
$1.16M
Puts
$522K
Net Calls
+$633K
Net Calls Change
-$266K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$14.3M
2
TSS
2
Two Sigma Securities
New York
$7.89M
3
PA
3
Paracle Advisors
Washington
$3.34M
4
GFPC
4
Global Financial Private Capital
Florida
$3.32M
5
VF
5
Virtu Financial
New York
$7.27M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$124M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$224M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.04M
4
PV
4
Private Vista
Illinois
$41M
5
BTS
5
BB&T Securities
Virginia
$8.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
151
Global Retirement Partners
California
$29K +$29K +670 New
SSB
152
Sandy Spring Bank
Maryland
$27K – – –
CFD
153
Creative Financial Designs
Indiana
$26K – – –
First Manhattan
154
First Manhattan
New York
$25K +$25K +588 New
MWM
155
MinichMacGregor Wealth Management
New York
$23K – – –
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$18K +$18K +392 New
CAL
157
Capital Advisors Ltd
Ohio
$14K – – –
MSFP
158
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
VNA
159
Valley National Advisers
Pennsylvania
$11K – – –
BF
160
BOK Financial
Oklahoma
$10K +$10K +234 New
SEI Investments
161
SEI Investments
Pennsylvania
$7K -$104K -2,448 -94%
SQA
162
Simon Quick Advisors
New Jersey
$7K +$7K +150 New
AFNAS
163
American Financial Network Advisory Services
California
$7K +$7K +158 New
WEC
164
Winslow Evans & Crocker
Massachusetts
$6.51K -$25.6K -598 -80%
ADL
165
Asset Dedication LLC
California
$6K -$1.89K -44 -24%
Barclays
166
Barclays
United Kingdom
$3K – – –
AIP
167
Ameritas Investment Partners
Nebraska
$3K – – –
TIM
168
Tortoise Investment Management
New York
$2K – – –
BWM
169
Baystate Wealth Management
Massachusetts
$1K – – –
SC
170
SouthState Corp
Florida
$217 – – –
GS
171
Girard Securities
California
– -$554K -13,196 Closed
CWM
172
Concert Wealth Management
California
– -$278K -6,686 Closed
PCM
173
Penserra Capital Management
California
– -$266K -6,330 Closed
CC
174
Callan Capital
California
– -$201K -4,776 Closed
BWA
175
BDO Wealth Advisors
Florida
– -$16K -378 Closed
4 5 6
7
8