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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

193 hedge funds and large institutions have $1.05B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
4.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
47
Reduced
66
Closed
15
Calls
$389K
Puts
$753K
Net Calls
-$364K
Net Calls Change
-$364K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.26M
2
Creative Planning
Creative Planning
Kansas
$13.1M
3
GW
GW & Wade
Massachusetts
$31.5M
4
SPIA
Steward Partners Investment Advisory
New York
$3.25M
5
IA
IFG Advisory
Georgia
$1.29M

Top Sellers

1
SP
Sarasin & Partners
United Kingdom
$0
2
EWM
Evercore Wealth Management
New York
$32M
3
Morgan Stanley
Morgan Stanley
New York
$117M
4
Goldman Sachs
Goldman Sachs
New York
$21.8M
5
AP
Advisors Preferred
Maryland
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
176
BDO Wealth Advisors
Florida
$17K +$17K +386 New
CG
177
Cutler Group
California
$17K +$17K +400 New
VNA
178
Valley National Advisers
Pennsylvania
$16K +$4.63K +106 +41%
CAL
179
Capital Advisors Ltd
Ohio
$14K – – –
MSFP
180
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
NSB
181
Norway Savings Bank
Maine
$13K +$13K +302 New
GI
182
Gradient Investments
Minnesota
$12K +$7.79K +170 +185%
SF
183
Synovus Financial
Georgia
$9K +$9K +210 New
SQA
184
Simon Quick Advisors
New Jersey
$7K +$7K +150 New
WEC
185
Winslow Evans & Crocker
Massachusetts
$6.64K – – –
ADL
186
Asset Dedication LLC
California
$6K – – –
SIS
187
Sound Income Strategies
Florida
$5K – – –
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$4K +$4K +100 New
Barclays
189
Barclays
United Kingdom
$3K – – –
AIP
190
Ameritas Investment Partners
Nebraska
$3K – – –
ME
191
McIlrath & Eck
Washington
$3K – – –
BWM
192
Baystate Wealth Management
Massachusetts
$1K – – –
SP
193
Sarasin & Partners
United Kingdom
– -$6.6M -143,364 Closed
Jane Street
194
Jane Street
New York
– -$1.19M -25,760 Closed
SG Americas Securities
195
SG Americas Securities
New York
– -$599K -13,000 Closed
JIC
196
Johnson Investment Counsel
Ohio
– -$481K -10,444 Closed
GP
197
Geneva Partners
Wisconsin
– -$315K -6,848 Closed
FA
198
FDx Advisors
Illinois
– -$291K -6,314 Closed
SI
199
SII Investments
Wisconsin
– -$284K -6,170 Closed
SCM
200
SOL Capital Management
Maryland
– -$230K -5,000 Closed
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