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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

99 hedge funds and large institutions have $1.11B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 11 closing their positions.

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.85%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
13
Increased
33
Reduced
33
Closed
11
Calls
–
Puts
$212K
Net Calls
-$212K
Net Calls Change
-$212K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$83.7M
2
BTS
2
BB&T Securities
Virginia
$150M
3
Wells Fargo
3
Wells Fargo
California
$43.3M
4
PI
4
Placemark Investments
Illinois
$9.11M
5
Jane Street
5
Jane Street
New York
$2.17M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$280M
2
WBG
2
Wharton Business Group
Pennsylvania
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$177M
4
SG Americas Securities
4
SG Americas Securities
New York
$1.41M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.23M
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$280M 3,955,874 -1,344,616 -25%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$177M 2,495,487 -70,725 -3%
BTS
3
BB&T Securities
Virginia
$150M 211,675 +10,199 +5%
Morgan Stanley
4
Morgan Stanley
New York
$83.7M 1,182,369 +110,253 +10%
U
5
UBS
Switzerland
$48.5M 684,402 -10,613 -2%
Wells Fargo
6
Wells Fargo
California
$43.3M 612,012 +50,696 +9%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$41.9M 591,618 -21,561 -4%
GW
8
GW & Wade
Massachusetts
$31.2M 440,628 +10,697 +2%
LYV
9
Live Your Vision
Pennsylvania
$29.2M 412,719 -12,315 -3%
Bank of America
10
Bank of America
North Carolina
$23.5M 332,550 +12,387 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$19.1M 270,406 -15,670 -5%
Goldman Sachs
12
Goldman Sachs
New York
$18.3M 258,662 +3,402 +1%
RJA
13
Raymond James & Associates
Florida
$9.48M 133,915 -5,766 -4%
UCFA
14
United Capital Financial Advisors
Texas
$9.13M 128,958 -12,305 -9%
PI
15
Placemark Investments
Illinois
$9.11M 128,676 +44,741 +53%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.03M 127,484 -8,670 -6%
SP
17
Sarasin & Partners
United Kingdom
$7.86M 110,965 -245 -0.2%
LPL Financial
18
LPL Financial
California
$6.78M 95,712 +4,034 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.07M 85,679 +4,426 +5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.98M 84,458 +367 +0.4%
PWAP
21
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.11M 72,167 +1,448 +2%
SFI
22
SPC Financial Inc
Maryland
$5.01M 70,753 +353 +0.5%
FAAM
23
First Allied Asset Management
California
$5.01M 70,778 -715 -1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.67M 65,894 +1,023 +2%
Creative Planning
25
Creative Planning
Kansas
$4.63M 65,394 -3,966 -6%
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