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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

191 hedge funds and large institutions have $1.03B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 68 reducing their positions, and 11 closing their positions.

Holders
191
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
14
Increased
41
Reduced
68
Closed
11
Calls
–
Puts
$522K
Net Calls
-$522K
Net Calls Change
-$158K

Top Buyers

1
SP
1
Sarasin & Partners
United Kingdom
$6.21M
2
CI
2
CX Institutional
Indiana
$4.72M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.59M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.7M
5
Creative Planning
5
Creative Planning
Kansas
$15.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$22.2M
2
VF
2
Virtu Financial
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$51.4M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$217M
5
Morgan Stanley
5
Morgan Stanley
New York
$114M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$217M 2,422,021 -61,585 -2%
Morgan Stanley
2
Morgan Stanley
New York
$114M 1,270,475 -56,871 -4%
RIG
3
RiverFront Investment Group
Virginia
$88.6M 987,182 -28,160 -3%
Bank of America
4
Bank of America
North Carolina
$51.4M 572,770 -72,116 -11%
GW
5
GW & Wade
Massachusetts
$32.4M 361,410 +5,804 +2%
PV
6
Private Vista
Illinois
$32.1M 357,889 -34,998 -9%
EWM
7
Evercore Wealth Management
New York
$32M 356,543 -5,630 -2%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$27M 301,142 -2,577 -0.8%
SWP
9
Stratos Wealth Partners
Ohio
$25.8M 287,410 +5,135 +2%
RJA
10
Raymond James & Associates
Florida
$24.3M 270,674 -8,817 -3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$22.7M 252,766 +7,242 +3%
Wells Fargo
12
Wells Fargo
California
$22.2M 247,498 -135,159 -35%
Goldman Sachs
13
Goldman Sachs
New York
$21.5M 239,251 -7,595 -3%
UBS Group
14
UBS Group
Switzerland
$20.4M 227,517 -8,830 -4%
DDPOM
15
Delta Dental Plan of Michigan
Michigan
$18.4M 204,655 +574 +0.3%
Ameriprise
16
Ameriprise
Minnesota
$17.4M 192,823 +1,186 +0.6%
Creative Planning
17
Creative Planning
Kansas
$15.2M 169,476 +21,789 +15%
LPL Financial
18
LPL Financial
California
$13.8M 153,600 +1,125 +0.7%
CCA
19
Clearwater Capital Advisors
Illinois
$13.2M 146,691 +1,832 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$13M 145,348 +15,882 +12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$10.7M 118,827 +24,330 +26%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$7.88M 87,802 -2,396 -3%
BTS
23
BB&T Securities
Virginia
$7.82M 87,170 -4,436 -5%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$7.07M 79,932 – –
LYV
25
Live Your Vision
Pennsylvania
$7.01M 76,802 +3,321 +5%
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