DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

288 hedge funds and large institutions have $1.89B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+24
Holders Change %
+9.09%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
51
Increased
80
Reduced
87
Closed
23
Calls
$423K
Puts
–
Net Calls
+$423K
Net Calls Change
-$66K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$18.3M
2
JWCA
J.W. Cole Advisors
Florida
+$7.44M
3
Goldman Sachs
Goldman Sachs
New York
+$3.05M
4
Morgan Stanley
Morgan Stanley
New York
+$2.35M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.7M

Top Sellers

1
TFA
Tobias Financial Advisors
Florida
-$11.3M
2
GVAG
Great Valley Advisor Group
Delaware
-$6.14M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.66M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.05M
5
LPL Financial
LPL Financial
California
-$3.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMTCOCP
251
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$81K – – –
FDCDDQ
252
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.2K – – –
OIA
253
Optimum Investment Advisors
Illinois
$79K -$9.79K -149 -11%
HI
254
Hudock Inc
Pennsylvania
$78K – – –
TFGT
255
TS Financial Group (TSFG)
Illinois
$75K – – –
CFB
256
Cullen/Frost Bankers
Texas
$66K – – –
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$62K +$62K +934 New
LWP
258
Lumature Wealth Partners
Georgia
$53K – – –
NL
259
NVWM LLC
Pennsylvania
$51K – – –
IA
260
IFP Advisors
Florida
$48K – – –
FHA
261
First Horizon Advisors
Tennessee
$44K – – –
COCM
262
Charter Oak Capital Management
New Hampshire
$43K -$6.35K -97 -13%
RIM
263
Rockbridge Investment Management
New York
$43K +$43K +652 New
NFG
264
Next Financial Group
Texas
$38K +$20.1K +302 +113%
GWS
265
Glassman Wealth Services
Virginia
$37K +$37K +558 New
National Bank of Canada
266
National Bank of Canada
Quebec, Canada
$35K +$35K +536 New
CFD
267
Creative Financial Designs
Indiana
$31K – – –
AF
268
Advisornet Financial
Minnesota
$28K -$326K -5,000 -92%
VNA
269
Valley National Advisers
Pennsylvania
$27K – – –
CA
270
Clearstead Advisors
Ohio
$26K +$134 +2 +0.5%
GWSG
271
GPS Wealth Strategies Group
Colorado
$25K +$200 +3 +0.8%
TFS
272
TrustCore Financial Services
Tennessee
$24K – – –
HNB
273
Huntington National Bank
Ohio
$23K -$21K – –
SCA
274
Stonebridge Capital Advisors
Minnesota
$23K – – –
CAL
275
Capital Advisors Ltd
Ohio
$21K – – –
9 10
11
12 13