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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

147 hedge funds and large institutions have $925M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 12 closing their positions.

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
18
Increased
38
Reduced
50
Closed
12
Calls
$269K
Puts
$246K
Net Calls
+$23K
Net Calls Change
+$197K

Top Buyers

1
EWM
1
Evercore Wealth Management
New York
$21.2M
2
Jane Street
2
Jane Street
New York
$3.25M
3
LPL Financial
3
LPL Financial
California
$10.4M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.15M
5
GWA
5
Guidant Wealth Advisors
Illinois
$2.63M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$86.9M
2
VF
2
Virtu Financial
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
RJA
4
Raymond James & Associates
Florida
$22.7M
5
BTS
5
BB&T Securities
Virginia
$8.93M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$216M 2,801,428 +15,314 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$117M 1,522,328 -8,402 -0.5%
RIG
3
RiverFront Investment Group
Virginia
$86.9M 1,128,849 -82,902 -7%
Bank of America
4
Bank of America
North Carolina
$57.1M 741,927 +24,844 +3%
PV
5
Private Vista
Illinois
$54.2M 727,883 +10,124 +1%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$31.9M 413,725 -4,144 -1%
Wells Fargo
7
Wells Fargo
California
$31M 402,644 -24,094 -6%
RJA
8
Raymond James & Associates
Florida
$22.7M 295,058 -40,496 -12%
SWP
9
Stratos Wealth Partners
Ohio
$22.3M 289,540 +9,185 +3%
EWM
10
Evercore Wealth Management
New York
$21.2M 274,743 +163,616 +147%
GW
11
GW & Wade
Massachusetts
$21M 272,973 -6,982 -2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$19.2M 249,190 -7,810 -3%
Goldman Sachs
13
Goldman Sachs
New York
$18.3M 238,200 -30,783 -11%
UBS Group
14
UBS Group
Switzerland
$16.9M 219,638 -9,170 -4%
CCA
15
Clearwater Capital Advisors
Illinois
$11.3M 147,896 -7,827 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10.9M 141,860 -10,654 -7%
LPL Financial
17
LPL Financial
California
$10.4M 136,733 +41,588 +44%
Creative Planning
18
Creative Planning
Kansas
$9.24M 119,981 +255 +0.2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$9.04M 117,412 +2,568 +2%
BTS
20
BB&T Securities
Virginia
$8.93M 115,971 -31,935 -22%
SP
21
Sarasin & Partners
United Kingdom
$7.15M 92,933 -5,460 -6%
MWM
22
Mission Wealth Management
California
$6.28M 81,499 +1,614 +2%
LYV
23
Live Your Vision
Pennsylvania
$5.73M 74,373 +974 +1%
DMS
24
Discretionary Management Services
Kansas
$4.88M 63,395 +3,200 +5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.83M 62,790 -5,604 -8%
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