DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

191 hedge funds and large institutions have $1.11B invested in WisdomTree US LargeCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 14 closing their positions.

Holders
191
Holders Change
+20
Holders Change %
+11.7%
% of All Funds
4.34%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
34
Increased
46
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DDPOM
1
Delta Dental Plan of Michigan
Michigan
$17.5M
2
GWA
2
Guidant Wealth Advisors
Illinois
$5.3M
3
CT
3
CPF Texas
Texas
$3.77M
4
OPWM
4
Oak Point Wealth Management
Michigan
$2.36M
5
NWS
5
Newport Wealth Strategies
California
$2.21M

Top Sellers

1
TSS
1
Two Sigma Securities
New York
$0
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$231M
3
PV
3
Private Vista
Illinois
$38.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$127M
5
Jane Street
5
Jane Street
New York
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
51
Circle Wealth Management
New Jersey
$2.24M 24,357 +105 +0.4%
NWS
52
Newport Wealth Strategies
California
$2.21M 23,137 +23,137 New
FAIM
53
Financial Advocates Investment Management
Washington
$2.19M 23,730 +23,730 New
Baird Financial Group
54
Baird Financial Group
Wisconsin
$2.08M 22,565 +274 +1%
MHS
55
M Holdings Securities
Oregon
$2.07M 22,460 – –
MWP
56
Moller Wealth Partners
$1.93M 20,996 – –
SPIA
57
Steward Partners Investment Advisory
New York
$1.78M 19,307 +10,210 +112%
Citigroup
58
Citigroup
New York
$1.78M 19,287 +1,689 +10%
CANC
59
Culbertson A N & Co
Virginia
$1.75M 18,980 – –
SIAS
60
Shine Investment Advisory Services
Colorado
$1.74M 18,890 – –
M&T Bank
61
M&T Bank
New York
$1.68M 18,198 – –
Brown Advisory
62
Brown Advisory
Maryland
$1.57M 17,063 +150 +0.9%
KA
63
Kovack Advisors
Florida
$1.53M 16,594 -38 -0.2%
SCA
64
STALEY CAPITAL ADVISERS
Pennsylvania
$1.49M 16,220 -20 -0.1%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.49M 16,125 -521 -3%
ACG
66
Allen Capital Group
Nebraska
$1.45M 15,688 +15,688 New
Stifel Financial
67
Stifel Financial
Missouri
$1.41M 15,276 +72 +0.5%
LNC
68
Lincoln National Corp
Pennsylvania
$1.34M 14,529 +7,459 +106%
OIA
69
Optimum Investment Advisors
Illinois
$1.29M 14,050 -520 -4%
Cerity Partners
70
Cerity Partners
New York
$1.22M 13,260 +66 +0.5%
BAAM
71
Baker Avenue Asset Management
California
$1.21M 13,077 +13,077 New
DADC
72
D.A. Davidson & Co
Montana
$1.19M 12,892 +511 +4%
Jane Street
73
Jane Street
New York
$1.19M 12,880 -25,759 -67%
VFA
74
Valeo Financial Advisors
Indiana
$1.16M 12,638 – –
WLIM
75
White Lighthouse Investment Management
Massachusetts
$942K 10,225 +10,225 New
1 2
3
4 5