DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

135 hedge funds and large institutions have $907M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 5 closing their positions.

Holders
135
Holders Change
+15
Holders Change %
+12.5%
% of All Funds
3.55%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
21
Increased
42
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PV
1
Private Vista
Illinois
$38M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$19.5M
3
SWP
3
Stratos Wealth Partners
Ohio
$19M
4
LPL Financial
4
LPL Financial
California
$14.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$6.03M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$24.9M
2
LYV
2
Live Your Vision
Pennsylvania
$7.7M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$199M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.79M
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
51
M&T Bank
New York
$1.21M 16,968 -5,319 -24%
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$1.11M 15,570 – –
Ameriprise
53
Ameriprise
Minnesota
$1.11M 15,527 +2,215 +17%
HWP
54
Hefty Wealth Partners
Indiana
$1.06M 14,925 +14,925 New
FAAS
55
First Allied Advisory Services
California
$976K 13,696 -34,691 -72%
William Blair & Company
56
William Blair & Company
Illinois
$938K 13,201 +1,094 +9%
MHS
57
M Holdings Securities
Oregon
$922K 12,966 -300 -2%
CA
58
Cetera Advisors
Colorado
$913K 12,830 +605 +5%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$827K 11,618 +5,290 +84%
AIG
60
American International Group
New York
$792K 11,132 +1,947 +21%
CG
61
Colony Group
Massachusetts
$739K 10,389 -540 -5%
Stifel Financial
62
Stifel Financial
Missouri
$692K 9,734 +922 +10%
GS
63
Girard Securities
California
$671K 9,396 +9,396 New
FA
64
FDx Advisors
Illinois
$653K 9,185 +9,185 New
KA
65
Kovack Advisors
Florida
$639K 8,978 -601 -6%
SIA
66
Starfire Investment Advisers
Michigan
$596K 8,383 -325 -4%
EWA
67
Exencial Wealth Advisors
Oklahoma
$596K 8,821 -750 -8%
SG Americas Securities
68
SG Americas Securities
New York
$584K 8,210 -12,700 -61%
RTS
69
Round Table Services
New Jersey
$561K 7,886 +8 +0.1%
BC
70
Bartlett & Co
Ohio
$560K 7,865 -100 -1%
AR
71
Advisory Research
Illinois
$521K 7,330 – –
AA
72
Ancora Advisors
Ohio
$515K 7,240 +45 +0.6%
PLFAM
73
Pineno Levin & Ford Asset Management
Virginia
$509K 7,161 – –
PAG
74
Private Advisor Group
New Jersey
$490K 6,890 -1,407 -17%
CC
75
Courier Capital
New York
$487K 6,850 – –
1 2
3
4 5