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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

121 hedge funds and large institutions have $1.65B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
121
Holders Change
+21
Holders Change %
+21%
% of All Funds
3.23%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
28
Increased
46
Reduced
26
Closed
6
Calls
–
Puts
$378K
Net Calls
-$378K
Net Calls Change
+$106K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$499M
2
BTS
2
BB&T Securities
Virginia
$335M
3
UBS Group
3
UBS Group
Switzerland
$40.6M
4
RJA
4
Raymond James & Associates
Florida
$25.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$98.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.1M
2
UCFA
2
United Capital Financial Advisors
Texas
$3.35M
3
EWM
3
Evercore Wealth Management
New York
$0
4
Citigroup
4
Citigroup
New York
$3.66M
5
GW
5
GW & Wade
Massachusetts
$31.9M
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$499M 6,723,007 +3,081,993 +85%
BTS
2
BB&T Securities
Virginia
$335M 452,131 +226,469 +100%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$221M 2,984,536 +55,592 +2%
Morgan Stanley
4
Morgan Stanley
New York
$98.9M 1,333,114 +129,245 +11%
Wells Fargo
5
Wells Fargo
California
$48.7M 656,775 +84,148 +15%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$42M 566,795 +2,356 +0.4%
UBS Group
7
UBS Group
Switzerland
$40.6M 546,868 +546,868 New
GW
8
GW & Wade
Massachusetts
$31.9M 430,669 -21,223 -5%
Bank of America
9
Bank of America
North Carolina
$31.7M 426,841 +49,708 +13%
LYV
10
Live Your Vision
Pennsylvania
$29.8M 407,735 -2,393 -0.6%
Goldman Sachs
11
Goldman Sachs
New York
$29.1M 393,029 +123,590 +46%
RJA
12
Raymond James & Associates
Florida
$25.4M 342,169 +238,547 +230%
PI
13
Placemark Investments
Illinois
$16.7M 225,246 +97,089 +76%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$13.1M 176,836 -71,029 -29%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.44M 127,323 +9,220 +8%
Creative Planning
16
Creative Planning
Kansas
$9.13M 123,136 +52,342 +74%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.57M 115,563 +27,339 +31%
SP
18
Sarasin & Partners
United Kingdom
$8.31M 111,995 +180 +0.2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$8.28M 111,678 +25,027 +29%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.19M 96,905 +47,789 +97%
Jane Street
21
Jane Street
New York
$7.14M 96,277 +96,277 New
LPL Financial
22
LPL Financial
California
$6.95M 93,773 +2,816 +3%
SFI
23
SPC Financial Inc
Maryland
$6.74M 90,841 +19,227 +27%
MWM
24
Merriman Wealth Management
Washington
$6.35M 86,717 -1,772 -2%
PWAP
25
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.78M 77,941 +5,784 +8%
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