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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

210 hedge funds and large institutions have $1.16B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 70 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
4.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
24
Increased
50
Reduced
70
Closed
16
Calls
$311K
Puts
–
Net Calls
+$311K
Net Calls Change
+$311K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$27.9M
2
SPIA
Steward Partners Investment Advisory
New York
$16.9M
3
Creative Planning
Creative Planning
Kansas
$21.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$18.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.52M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$22.3M
2
Morgan Stanley
Morgan Stanley
New York
$109M
3
PV
Private Vista
Illinois
$20.3M
4
CI
CX Institutional
Indiana
$7.64M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
176
Parkside Financial Bank & Trust
Missouri
$35K – – –
FHA
177
First Horizon Advisors
Tennessee
$32K – – –
GRP
178
Global Retirement Partners
California
$32K – – –
AWMS
179
Advocacy Wealth Management Services
Georgia
$29K – – –
VNA
180
Valley National Advisers
Pennsylvania
$27K +$3.17K +68 +13%
CFD
181
Creative Financial Designs
Indiana
$25K – – –
TFGT
182
TS Financial Group (TSFG)
Illinois
$25K +$25K +522 New
CAL
183
Capital Analysts LLC
Pennsylvania
$23K – – –
MAM
184
Marquette Asset Management
Minnesota
$22K +$22K +470 New
LWM
185
Liberty Wealth Management
California
$19K – – –
WWM
186
Willingdon Wealth Management
North Carolina
$17K – – –
CAL
187
Capital Advisors Ltd
Ohio
$15K – – –
KL
188
KWMG LLC
Kansas
$15K – – –
MSFP
189
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
Fidelity Investments
190
Fidelity Investments
Massachusetts
$13K -$1.44K -30 -10%
AIA
191
Alera Investment Advisors
Illinois
$12K -$12K -260 -50%
WF
192
WealthTrust Fairport
Ohio
$11K +$11K +230 New
SF
193
Synovus Financial
Georgia
$10K – – –
FPB
194
First PREMIER Bank
South Dakota
$10K – – –
GWMIA
195
Global Wealth Management Investment Advisory
Florida
$10K +$10K +208 New
WEC
196
Winslow Evans & Crocker
Massachusetts
$8K – – –
ADL
197
Asset Dedication LLC
California
$7K – – –
ASN
198
Advisory Services Network
Georgia
$5K -$10.1K -222 -67%
SIS
199
Sound Income Strategies
Florida
$5K – – –
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$5K – – –
5 6 7
8
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