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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

193 hedge funds and large institutions have $1.05B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 66 reducing their positions, and 15 closing their positions.

Holders
193
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
4.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
47
Reduced
66
Closed
15
Calls
$389K
Puts
$753K
Net Calls
-$364K
Net Calls Change
-$364K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.26M
2
Creative Planning
2
Creative Planning
Kansas
$13.1M
3
GW
3
GW & Wade
Massachusetts
$31.5M
4
SPIA
4
Steward Partners Investment Advisory
New York
$3.25M
5
IA
5
IFG Advisory
Georgia
$1.29M

Top Sellers

1
SP
1
Sarasin & Partners
United Kingdom
$0
2
EWM
2
Evercore Wealth Management
New York
$32M
3
Morgan Stanley
3
Morgan Stanley
New York
$117M
4
Goldman Sachs
4
Goldman Sachs
New York
$21.8M
5
AP
5
Advisors Preferred
Maryland
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$220M 2,483,606 -20,784 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$117M 1,327,346 -53,484 -4%
RIG
3
RiverFront Investment Group
Virginia
$89.8M 1,015,342 -30,332 -3%
Bank of America
4
Bank of America
North Carolina
$57.1M 644,886 -3,386 -0.5%
PV
5
Private Vista
Illinois
$34.8M 392,887 -29,088 -7%
Wells Fargo
6
Wells Fargo
California
$33.9M 382,657 +10,383 +3%
EWM
7
Evercore Wealth Management
New York
$32M 362,173 -58,295 -14%
GW
8
GW & Wade
Massachusetts
$31.5M 355,606 +22,679 +7%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$26.9M 303,719 -3,539 -1%
SWP
10
Stratos Wealth Partners
Ohio
$25M 282,275 -9,430 -3%
RJA
11
Raymond James & Associates
Florida
$24.7M 279,491 -8,106 -3%
Goldman Sachs
12
Goldman Sachs
New York
$21.8M 246,846 -44,922 -15%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$21.7M 245,524 -16,654 -6%
UBS Group
14
UBS Group
Switzerland
$20.9M 236,347 +8,149 +4%
DDPOM
15
Delta Dental Plan of Michigan
Michigan
$18.1M 204,081 +7,463 +4%
Ameriprise
16
Ameriprise
Minnesota
$17M 191,637 +12,456 +7%
LPL Financial
17
LPL Financial
California
$13.5M 152,475 +3,419 +2%
Creative Planning
18
Creative Planning
Kansas
$13.1M 147,687 +27,276 +23%
CCA
19
Clearwater Capital Advisors
Illinois
$12.8M 144,859 +11,027 +8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11.5M 129,466 +3,626 +3%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$10.4M 117,417 -3,187 -3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$8.36M 94,497 -4,503 -5%
BTS
23
BB&T Securities
Virginia
$8.11M 91,606 +3,107 +4%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$7.98M 90,198 +1,934 +2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$7.26M 82,692 +28,812 +53%
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