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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

93 hedge funds and large institutions have $995M invested in WisdomTree US LargeCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 4 closing their positions.

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
13
Increased
30
Reduced
37
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$156M
2
Morgan Stanley
2
Morgan Stanley
New York
$58.1M
3
SG Americas Securities
3
SG Americas Securities
New York
$3.43M
4
Comerica Bank
4
Comerica Bank
Texas
$3.04M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.24M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$276M
2
BTS
2
BB&T Securities
Virginia
$146M
3
Bank of America
3
Bank of America
North Carolina
$23.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.03M
5
WBG
5
Wharton Business Group
Pennsylvania
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$276M 4,512,619 -1,613,995 -26%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$156M 2,541,143 +200,052 +9%
BTS
3
BB&T Securities
Virginia
$146M 238,783 -42,192 -15%
Morgan Stanley
4
Morgan Stanley
New York
$58.1M 949,360 +68,719 +8%
LYV
5
Live Your Vision
Pennsylvania
$40.7M 664,174 -12,695 -2%
U
6
UBS
Switzerland
$39.2M 640,308 -43,165 -6%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$35.9M 585,753 +11,966 +2%
Wells Fargo
8
Wells Fargo
California
$31.8M 520,106 +36,055 +7%
GW
9
GW & Wade
Massachusetts
$25.3M 412,766 +10,208 +3%
Bank of America
10
Bank of America
North Carolina
$23.1M 377,752 -243,419 -39%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$14.2M 231,469 -12,857 -5%
WBG
12
Wharton Business Group
Pennsylvania
$13.1M 214,625 -65,320 -23%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.55M 156,076 +4,599 +3%
UCFA
14
United Capital Financial Advisors
Texas
$7.75M 126,590 -17,344 -12%
RJA
15
Raymond James & Associates
Florida
$7.56M 123,503 -17,902 -13%
SP
16
Sarasin & Partners
United Kingdom
$6.95M 113,595 -470 -0.4%
LPL Financial
17
LPL Financial
California
$6.36M 101,995 +6,791 +7%
PWAP
18
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.08M 83,020 +689 +0.8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$5.03M 82,133 -181,217 -69%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.59M 75,035 +5,061 +7%
SFI
21
SPC Financial Inc
Maryland
$4.34M 70,925 -275 -0.4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.71M 60,585 -8,172 -12%
B
23
Baird
Wisconsin
$3.48M 56,803 +22,136 +64%
PI
24
Placemark Investments
Illinois
$3.44M 56,181 -395 -0.7%
SG Americas Securities
25
SG Americas Securities
New York
$3.43M 56,088 +56,088 New
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