DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

84 hedge funds and large institutions have $935M invested in WisdomTree US LargeCap Dividend Fund in 2013 Q2 according to their latest regulatory filings, with 84 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
84
Holders Change
+84
Holders Change %
–
% of All Funds
2.74%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
%
% of All Funds
0.16%
New
84
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$366M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$140M
3
Morgan Stanley
3
Morgan Stanley
New York
$52.7M
4
LYV
4
Live Your Vision
Pennsylvania
$41.6M
5
U
5
UBS
Switzerland
$40.9M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
RTS
51
Round Table Services
New Jersey
$748K 12,503 +12,503 New
EWA
52
Exencial Wealth Advisors
Oklahoma
$686K 10,986 +10,986 New
Northern Trust
53
Northern Trust
Illinois
$683K 11,422 +11,422 New
Goldman Sachs
54
Goldman Sachs
New York
$613K 10,246 +10,246 New
DG
55
Davidson & Garrard
Virginia
$606K 10,130 +10,130 New
RJT
56
Raymond James Trust
Florida
$574K 9,599 +9,599 New
CC
57
Courier Capital
New York
$571K 9,545 +9,545 New
BC
58
Bartlett & Co
Ohio
$543K 9,085 +9,085 New
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$499K 8,342 +8,342 New
AA
60
Ancora Advisors
Ohio
$499K 8,347 +8,347 New
US Bancorp
61
US Bancorp
Minnesota
$483K 8,079 +8,079 New
BJL
62
Brighton Jones LLC
Washington
$473K 7,905 +7,905 New
AR
63
Advisory Research
Illinois
$342K 5,720 +5,720 New
CWM
64
Concert Wealth Management
California
$336K 5,594 +5,594 New
PPA
65
Parametric Portfolio Associates
Washington
$292K 4,883 +4,883 New
ST
66
Spinnaker Trust
Maine
$265K 4,429 +4,429 New
CC
67
Callan Capital
California
$250K 4,177 +4,177 New
Deutsche Bank
68
Deutsche Bank
Germany
$243K 4,064 +4,064 New
CIS
69
Connors Investor Services
Pennsylvania
$230K 3,845 +3,845 New
AIG
70
American International Group
New York
$229K 3,835 +3,835 New
VA
71
Valmark Advisers
Ohio
$212K 3,538 +3,538 New
MA
72
MCF Advisors
Kentucky
$203K 3,000 +3,000 New
Ameriprise
73
Ameriprise
Minnesota
$200K 3,360 +3,360 New
BTS
74
BB&T Securities
Virginia
$168K 280,975 +280,975 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$76K 1,280 +1,280 New
1 2
3
4