DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

370 hedge funds and large institutions have $2.6B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
33
Increased
100
Reduced
125
Closed
21
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
-$201K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$158M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$33.9M
3
MCM
MAI Capital Management
Ohio
$19.3M
4
BHB
Bank Hapoalim BM
Israel
$13.6M
5
AP
Advisors Preferred
Maryland
$14.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$199M
2
LPL Financial
LPL Financial
California
$207M
3
MHS
M Holdings Securities
Oregon
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$464K
5
ACM
Advisors Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
301
Tiemann Investment Advisors
California
$204K +$204K +2,824 New
LNB
302
Ledyard National Bank
$203K +$203K +2,818 New
EWA
303
Exencial Wealth Advisors
Oklahoma
$201K +$201K +2,788 New
DFS
304
Dixon Fnancial Services
California
$201K +$201K +2,787 New
CIC
305
Carnegie Investment Counsel
Ohio
$201K +$201K +2,786 New
GC
306
Garde Capital
Washington
$194K – – –
NS
307
NBC Securities
Alabama
$188K +$1.73K +24 +0.9%
Bank of Montreal
308
Bank of Montreal
Ontario, Canada
$179K -$55.9K -774 -24%
EDRH
309
Edmond de Rothschild Holding
Switzerland
$179K – – –
SWM
310
Spire Wealth Management
Virginia
$157K – – –
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$148K +$38.1K +528 +35%
RBC
312
Roble Belko & Company
Pennsylvania
$144K – – –
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$136K +$136K +1,901 New
CFB
314
Cullen/Frost Bankers
Texas
$127K +$55.3K +766 +77%
Franklin Resources
315
Franklin Resources
California
$122K – – –
CA
316
Clearstead Advisors
Ohio
$112K +$82.6K +1,157 +284%
WTA
317
Washington Trust Advisors
Massachusetts
$110K – – –
JEST
318
JTC Employer Solutions Trustee
Jersey
$105K – – –
CFO
319
CVA Family Office
Colorado
$103K – – –
S
320
SignatureFD
Georgia
$102K – – –
PWMG
321
Prestige Wealth Management Group
New Jersey
$99.3K – – –
HGERS
322
Householder Group Estate & Retirement Specialist
Arizona
$99.2K -$1.59K -22 -2%
TRCT
323
Tower Research Capital (TRC)
New York
$98.3K +$90.2K +1,250 +1,116%
OSAM
324
O'Shaughnessy Asset Management
Connecticut
$88.4K +$88.4K +1,224 New
FHA
325
First Horizon Advisors
Tennessee
$86.9K – – –
11 12
13
14 15