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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

149 hedge funds and large institutions have $872M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 54 reducing their positions, and 8 closing their positions.

Holders
149
Holders Change
+14
Holders Change %
+10.37%
% of All Funds
3.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
22
Increased
38
Reduced
54
Closed
8
Calls
$1K
Puts
$279K
Net Calls
-$278K
Net Calls Change
-$278K

Top Buyers

1
PV
1
Private Vista
Illinois
$51.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
EWM
3
Evercore Wealth Management
New York
$7.09M
4
Wells Fargo
4
Wells Fargo
California
$28.1M
5
SG Americas Securities
5
SG Americas Securities
New York
$1.77M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$87.9M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$323K
3
UBS Group
3
UBS Group
Switzerland
$17M
4
RJA
4
Raymond James & Associates
Florida
$24.9M
5
BTS
5
BB&T Securities
Virginia
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$204M 2,773,538 -24,223 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$101M 1,376,702 +105,508 +8%
RIG
3
RiverFront Investment Group
Virginia
$87.9M 1,197,642 -279,655 -19%
PV
4
Private Vista
Illinois
$51.5M 691,945 +109,955 +19%
Bank of America
5
Bank of America
North Carolina
$49.4M 673,473 +5,251 +0.8%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$31.1M 423,240 -182 -0%
Wells Fargo
7
Wells Fargo
California
$28.1M 382,532 +33,140 +9%
Goldman Sachs
8
Goldman Sachs
New York
$27.2M 370,458 +10,299 +3%
RJA
9
Raymond James & Associates
Florida
$24.9M 339,054 -175,385 -34%
GW
10
GW & Wade
Massachusetts
$21M 285,424 -16,229 -5%
SWP
11
Stratos Wealth Partners
Ohio
$19.3M 262,752 -4,501 -2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$19.3M 262,646 -12,185 -4%
UBS Group
13
UBS Group
Switzerland
$17M 232,245 -228,467 -50%
LPL Financial
14
LPL Financial
California
$12.7M 174,104 -27,073 -13%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$12M 163,462 -18,683 -10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10.7M 146,204 -18,262 -11%
BTS
17
BB&T Securities
Virginia
$10.5M 143,336 -70,495 -33%
Creative Planning
18
Creative Planning
Kansas
$9.1M 124,017 -6,528 -5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$8.5M 115,759 +6,246 +6%
SP
20
Sarasin & Partners
United Kingdom
$7.38M 100,540 -45 -0%
EWM
21
Evercore Wealth Management
New York
$7.09M 96,604 +40,821 +73%
LYV
22
Live Your Vision
Pennsylvania
$6.9M 94,040 -14,199 -13%
MWM
23
Mission Wealth Management
California
$5.96M 81,219 +1,333 +2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$5.77M 78,563 -6,228 -7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$5.21M 71,009 +1,434 +2%
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