DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

238 hedge funds and large institutions have $1.38B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 47 reducing their positions, and 9 closing their positions.

Holders
238
Holders Change
+27
Holders Change %
+12.8%
% of All Funds
4.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
41
Increased
77
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$11.1M
2
TFA
2
Tobias Financial Advisors
Florida
$8.63M
3
GW
3
GW & Wade
Massachusetts
$84.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$113M
5
JWCA
5
J.W. Cole Advisors
Florida
$5.76M

Top Sellers

1
TCPWM
1
Traverso Chambers Private Wealth Management
California
$6.43M
2
RJA
2
Raymond James & Associates
Florida
$38.3M
3
PV
3
Private Vista
Illinois
$16.9M
4
RIG
4
RiverFront Investment Group
Virginia
$92.4M
5
M&T Bank
5
M&T Bank
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$11.1M 104,454 +101,329 +3,243%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$8.87M 83,724 +624 +0.8%
TFA
28
Tobias Financial Advisors
Florida
$8.63M 81,458 +81,458 New
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$7.73M 72,959 +14,476 +25%
CI
30
CX Institutional
Indiana
$7.42M 70,087 -5,741 -8%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$7.34M 69,329 +17,049 +33%
AAS
32
Avantax Advisory Services
Texas
$7.28M 68,708 +9,887 +17%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$7.01M 66,141 +602 +0.9%
MFP
34
Meridian Financial Partners
Virginia
$6.9M 65,177 +1,726 +3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$6.85M 64,687 +9,294 +17%
SP
36
Sarasin & Partners
United Kingdom
$6.56M 61,937 -4,478 -7%
TCPWM
37
Traverso Chambers Private Wealth Management
California
$6.43M 60,672 -65,382 -52%
PP
38
PagnatoKarp Partners
Virginia
$6.35M 59,905 -864 -1%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$6.3M 60,285 +2,099 +4%
JWCA
40
J.W. Cole Advisors
Florida
$5.76M 54,352 +54,352 New
DADC
41
D.A. Davidson & Co
Montana
$5.23M 49,377 +1,084 +2%
MHS
42
M Holdings Securities
Oregon
$5.06M 47,779 +100 +0.2%
BA
43
Bristlecone Advisors
Washington
$4.95M 46,678 +12,788 +38%
LSPW
44
Lake Street Private Wealth
Illinois
$4.9M 46,271 +1,217 +3%
CWM
45
Circle Wealth Management
New Jersey
$4.38M 41,329 +16,224 +65%
CAN
46
Cetera Advisor Networks
California
$4.36M 41,191 +5,836 +17%
LW
47
Linscomb Wealth
Texas
$4.12M 38,852 +29 +0.1%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$4.01M 37,935 +37,935 New
UCFA
49
United Capital Financial Advisors
Texas
$3.64M 34,387 -79 -0.2%
PA
50
Paracle Advisors
Washington
$3.31M 31,283 -117 -0.4%
1
2
3 4 5