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WisdomTree US LargeCap Dividend Fund
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Overview Fund Activity

211 hedge funds and large institutions have $1.23B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 8 closing their positions.

Holders
211
Holders Change
+11
Holders Change %
+5.5%
% of All Funds
4.63%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
58
Reduced
58
Closed
8
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$56K

Top Buyers

1
EWM
1
Evercore Wealth Management
New York
$44.1M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$14.1M
3
LSPW
3
Lake Street Private Wealth
Illinois
$4.46M
4
AAS
4
Avantax Advisory Services
Texas
$5.82M
5
GW
5
GW & Wade
Massachusetts
$72.4M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$219M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$208K
3
Jane Street
3
Jane Street
New York
$0
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$0
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$219M 2,212,155 -72,354 -3%
Morgan Stanley
2
Morgan Stanley
New York
$99.9M 1,008,212 +9,790 +1%
RIG
3
RiverFront Investment Group
Virginia
$88.4M 891,940 -15,444 -2%
GW
4
GW & Wade
Massachusetts
$72.4M 730,862 +36,808 +5%
Bank of America
5
Bank of America
North Carolina
$68.6M 692,221 +36,668 +6%
EWM
6
Evercore Wealth Management
New York
$44.1M 445,423 +138,867 +45%
RJA
7
Raymond James & Associates
Florida
$39.8M 402,128 +20,249 +5%
UBS Group
8
UBS Group
Switzerland
$31.8M 321,127 -4,729 -1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$30.9M 312,121 +3,904 +1%
LPL Financial
10
LPL Financial
California
$30.5M 308,021 -3,212 -1%
WSTAM
11
Wilbanks Smith & Thomas Asset Management
Virginia
$26.6M 268,924 -6,023 -2%
Ameriprise
12
Ameriprise
Minnesota
$24.9M 251,633 +18,980 +8%
Goldman Sachs
13
Goldman Sachs
New York
$24.7M 249,206 +6,844 +3%
SWP
14
Stratos Wealth Partners
Ohio
$24.1M 243,655 +3,879 +2%
Creative Planning
15
Creative Planning
Kansas
$23.6M 238,167 +8,463 +4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$20.1M 202,485 +9,739 +5%
RCIM
17
Red Cedar Investment Management
Michigan
$19.4M 192,887 – –
Wells Fargo
18
Wells Fargo
California
$19.1M 192,891 +12,424 +7%
PV
19
Private Vista
Illinois
$18.2M 183,711 -10,499 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$17.8M 179,333 -15,780 -8%
SPIA
21
Steward Partners Investment Advisory
New York
$16.8M 169,574 +2,233 +1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$14.3M 144,032 +13,690 +11%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$14.1M 142,253 +71,223 +100%
TCPWM
24
Traverso Chambers Private Wealth Management
California
$12.5M 126,054 +5,500 +5%
CCA
25
Clearwater Capital Advisors
Illinois
$12.1M 121,791 -5,725 -4%
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