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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 %
GI
201
Gradient Investments
Minnesota
$4K – – –
CIAS
202
Capital Investment Advisory Services
North Carolina
$3K -$140K -2,790 -98%
ME
203
McIlrath & Eck
Washington
$3K – – –
Barclays
204
Barclays
United Kingdom
$3K – – –
AIP
205
Ameritas Investment Partners
Nebraska
$3K +$73 +2 +3%
Koshinski Asset Management
206
Koshinski Asset Management
Illinois
$2.98K -$614 -13,032 -17%
RTC
207
Riverview Trust Company
Washington
$2K +$2K +44 New
BWM
208
Baystate Wealth Management
Massachusetts
$1K – – –
ACA
209
Ackerman Capital Advisors
Texas
$380 – – –
PCM
210
Perritt Capital Management
Illinois
– -$3.68M -87,066 Closed
BAAM
211
Baker Avenue Asset Management
California
– -$1.35M -31,912 Closed
IA
212
IFP Advisors
Florida
– -$1.26M -30,026 Closed
WCM
213
Weatherstone Capital Management
Colorado
– -$1.43M -29,970 Closed
AIC
214
Ameritas Investment Company
Nebraska
– -$803K -19,016 Closed
CC
215
Claybrook Capital
Massachusetts
– -$537K -12,714 Closed
FCIM
216
Fairview Capital Investment Management
California
– -$426K -10,104 Closed
RMAM
217
Raab & Moskowitz Asset Management
New Jersey
– -$285K -6,756 Closed
MWA
218
Meridian Wealth Advisors
Texas
– -$106K -2,500 Closed
MOS
219
MGO One Seven
Ohio
– -$99K -2,356 Closed
Bessemer Group
220
Bessemer Group
New Jersey
– -$45K -1,070 Closed
BOPW
221
Brandywine Oak Private Wealth
Pennsylvania
– -$39K -928 Closed
BWA
222
BDO Wealth Advisors
Florida
– -$17K -394 Closed
Chevy Chase Trust
223
Chevy Chase Trust
Maryland
– -$12K -292 Closed
PA
224
Perennial Advisors
New York
– -$9K -220 Closed
AF
225
Advisornet Financial
Minnesota
– -$8K -182 Closed
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