DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

338 hedge funds and large institutions have $2.14B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 94 increasing their positions, 120 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
5.39%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
20
Increased
94
Reduced
120
Closed
18
Calls
$529K
Puts
–
Net Calls
+$529K
Net Calls Change
-$355K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$185M
2
UBS Group
2
UBS Group
Switzerland
$82.8M
3
AP
3
Advisors Preferred
Maryland
$12M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$8.45M
5
Comerica Bank
5
Comerica Bank
Texas
$3.52M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.1M
2
SWP
2
ShoreHaven Wealth Partners
New Jersey
$1.02M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$15M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$17.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
226
FineMark National Bank & Trust
Florida
$307K – – –
WPC
227
Wedmont Private Capital
Pennsylvania
$300K – – –
SL
228
Salomon & Ludwin
Virginia
$299K – – –
CC
229
Courier Capital
New York
$294K – – –
FPAS
230
Focus Partners Advisor Solutions
Missouri
$291K -$9.35K -152 -3%
SLT
231
St Louis Trust
Missouri
$290K – – –
MWM
232
Marion Wealth Management
Pennsylvania
$290K – – –
CIA
233
Choate Investment Advisors
Massachusetts
$290K – – –
RG
234
Rathbones Group
United Kingdom
$289K +$289K +4,700 New
GWP
235
Gateway Wealth Partners
Wisconsin
$289K – – –
AAS
236
Ameritas Advisory Services
Nebraska
$286K +$8.95K +145 +3%
PW
237
Peninsula Wealth
California
$281K – – –
GEA
238
Glen Eagle Advisors
New Jersey
$277K +$14.8K +240 +6%
UCFA
239
United Capital Financial Advisors
Texas
$276K -$30.1K -490 -10%
RJT
240
Raymond James Trust
Florida
$262K -$63.8K -1,038 -20%
C
241
Certuity
Florida
$259K – – –
IFWM
242
Institute for Wealth Management
Colorado
$257K – – –
WA
243
WBH Advisory
Maryland
$255K -$35K -569 -12%
KA
244
Kovack Advisors
Florida
$254K – – –
CJFS
245
Coulter & Justus Financial Services
Tennessee
$252K -$24.9K -405 -9%
LFS
246
Lutz Financial Services
Nebraska
$249K – – –
CTFG
247
Capstone Triton Financial Group
Oklahoma
$248K +$14.5K +235 +6%
PWA
248
PCG Wealth Advisors
Kansas
$247K -$1.85K -30 -0.7%
NA
249
NewEdge Advisors
Louisiana
$246K -$6.4K -104 -3%
IF
250
Intrua Financial
Texas
$243K -$11.1K -180 -4%
8 9
10
11 12