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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

191 hedge funds and large institutions have $1.03B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
14
Increased
41
Reduced
68
Closed
11
Calls
–
Puts
$522K
Net Calls
-$522K
Net Calls Change
-$158K

Top Buyers

1
SP
Sarasin & Partners
United Kingdom
$6.21M
2
Citadel Advisors
Citadel Advisors
Florida
$3.59M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$10.7M
4
Creative Planning
Creative Planning
Kansas
$15.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$22.2M
2
VF
Virtu Financial
New York
$0
3
Bank of America
Bank of America
North Carolina
$51.4M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$217M
5
Morgan Stanley
Morgan Stanley
New York
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
151
Rehmann Capital Advisory Group
Michigan
$71.8K – – –
PA
152
Parallel Advisors
California
$69K – – –
BFEC
153
Benjamin F. Edwards & Company
Missouri
$59K +$90 +2 +0.2%
CAC
154
Certified Advisory Corp
Florida
$59K +$89 +2 +0.2%
WF
155
WealthTrust Fairport
Ohio
$56K – – –
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.9K +$53.9K +1,200 New
FHA
157
Flagship Harbor Advisors
Massachusetts
$51K +$51K +1,156 New
FANJ
158
Financial Architects (New Jersey)
New Jersey
$50K -$10.9K -240 -18%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$45K – – –
WAP
160
Wealthcare Advisory Partners
Pennsylvania
$40K +$90 +2 +0.2%
AWA
161
Acorn Wealth Advisors
Michigan
$38K – – –
SNT
162
Security National Trust
West Virginia
$36K – – –
TL
163
TrueWealth LLC
Georgia
$34K – – –
PFBT
164
Parkside Financial Bank & Trust
Missouri
$33K – – –
GRP
165
Global Retirement Partners
California
$30K – – –
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$30K +$12.3K +274 +70%
FHA
167
First Horizon Advisors
Tennessee
$30K +$30K +670 New
AWMS
168
Advocacy Wealth Management Services
Georgia
$27K – – –
CFD
169
Creative Financial Designs
Indiana
$24K – – –
MWM
170
MinichMacGregor Wealth Management
New York
$24K – – –
VNA
171
Valley National Advisers
Pennsylvania
$18K +$1.28K +28 +8%
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$17K – – –
BWA
173
BDO Wealth Advisors
Florida
$17K +$88 +2 +0.5%
WWM
174
Willingdon Wealth Management
North Carolina
$16K +$16K +360 New
CAL
175
Capital Advisors Ltd
Ohio
$14K – – –
5 6
7
8 9