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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

119 hedge funds and large institutions have $887M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
119
Holders Change
-3
Holders Change %
-2.46%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
17
Increased
35
Reduced
44
Closed
18
Calls
–
Puts
$290K
Net Calls
-$290K
Net Calls Change
-$290K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$39.2M
2
MWM
2
Mission Wealth Management
California
$5.66M
3
Bank of America
3
Bank of America
North Carolina
$32.6M
4
SG Americas Securities
4
SG Americas Securities
New York
$5.81M
5
Wells Fargo
5
Wells Fargo
California
$53.3M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$119M
2
LYV
2
Live Your Vision
Pennsylvania
$16.7M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$208M
4
BTS
4
BB&T Securities
Virginia
$16.3M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$30.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$208M 2,865,663 -152,714 -5%
RIG
2
RiverFront Investment Group
Virginia
$119M 1,637,772 -2,354,093 -59%
Morgan Stanley
3
Morgan Stanley
New York
$94.2M 1,298,917 -24,662 -2%
Wells Fargo
4
Wells Fargo
California
$53.3M 735,307 +45,410 +7%
RJA
5
Raymond James & Associates
Florida
$39.2M 540,772 +222,093 +70%
UBS Group
6
UBS Group
Switzerland
$36.5M 503,574 -62,254 -11%
Bank of America
7
Bank of America
North Carolina
$32.6M 449,159 +62,768 +16%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$30.6M 422,358 -140,309 -25%
Goldman Sachs
9
Goldman Sachs
New York
$28.9M 398,712 +4,891 +1%
GW
10
GW & Wade
Massachusetts
$23.7M 326,499 -18,728 -5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$19.4M 267,105 -59,593 -18%
LYV
12
Live Your Vision
Pennsylvania
$16.7M 228,488 -174,317 -43%
BTS
13
BB&T Securities
Virginia
$16.3M 224,953 -145,684 -39%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$11.9M 164,795 +35,357 +27%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10.8M 149,587 +33,605 +29%
Creative Planning
16
Creative Planning
Kansas
$9.25M 127,591 +6,037 +5%
SP
17
Sarasin & Partners
United Kingdom
$8.23M 113,485 +685 +0.6%
LPL Financial
18
LPL Financial
California
$7.79M 107,103 +6,289 +6%
SG Americas Securities
19
SG Americas Securities
New York
$5.81M 80,209 +59,711 +291%
SFI
20
SPC Financial Inc
Maryland
$5.71M 78,733 -3,070 -4%
MWM
21
Mission Wealth Management
California
$5.66M 77,277 +77,277 New
PWAP
22
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.17M 71,254 -6,321 -8%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$4.9M 67,563 +1,463 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.5M 62,017 -2,186 -3%
EWM
25
Evercore Wealth Management
New York
$3.97M 54,796 -6,036 -10%
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