DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

200 hedge funds and large institutions have $1.17B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 13 closing their positions.

Holders
200
Holders Change
-10
Holders Change %
-4.76%
% of All Funds
4.35%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
7
Increased
59
Reduced
67
Closed
13
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
-$20K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$30.2M
2
RJA
2
Raymond James & Associates
Florida
$37M
3
Bank of America
3
Bank of America
North Carolina
$63.5M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$29.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.6M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$6.88M
2
Morgan Stanley
2
Morgan Stanley
New York
$96.7M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$221M
4
Goldman Sachs
4
Goldman Sachs
New York
$23.5M
5
GFPC
5
Global Financial Private Capital
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
51
Nadler Financial Group
Illinois
$2.49M 25,690 -255 -1%
GWA
52
Guidant Wealth Advisors
Illinois
$2.48M 25,556 – –
Citadel Advisors
53
Citadel Advisors
Florida
$2.47M 25,488 +5,130 +25%
CWM
54
Circle Wealth Management
New Jersey
$2.42M 24,931 +97 +0.4%
HighTower Advisors
55
HighTower Advisors
Illinois
$2.24M 23,077 -382 -2%
M&T Bank
56
M&T Bank
New York
$2.06M 21,200 +802 +4%
MWP
57
Moller Wealth Partners
$2M 20,634 -42 -0.2%
SIAS
58
Shine Investment Advisory Services
Colorado
$1.88M 19,375 – –
ATPW
59
Ashton Thomas Private Wealth
Arizona
$1.79M 18,514 +18,514 New
William Blair & Company
60
William Blair & Company
Illinois
$1.77M 18,243 -5,435 -23%
SFWC
61
Strategic Family Wealth Counselors
New Jersey
$1.7M 17,557 -1,618 -8%
KA
62
Kovack Advisors
Florida
$1.7M 17,515 +256 +1%
TRCT
63
Tower Research Capital (TRC)
New York
$1.7M 17,511 +7,676 +78%
CANC
64
Culbertson A N & Co
Virginia
$1.67M 17,266 – –
Brown Advisory
65
Brown Advisory
Maryland
$1.58M 16,278 – –
SCA
66
STALEY CAPITAL ADVISERS
Pennsylvania
$1.54M 15,843 +123 +0.8%
AAS
67
Avantax Advisory Services
Texas
$1.47M 15,124 +986 +7%
SKK
68
Shepherd Kaplan Krochuk
Massachusetts
$1.44M 14,827 -11,806 -44%
ACG
69
Allen Capital Group
Nebraska
$1.4M 14,484 -32 -0.2%
Citigroup
70
Citigroup
New York
$1.38M 14,206 -369 -3%
AG
71
Advisor Group
Arizona
$1.38M 14,186 -763 -5%
Cerity Partners
72
Cerity Partners
New York
$1.34M 13,778 +105 +0.8%
VFA
73
Valeo Financial Advisors
Indiana
$1.23M 12,676 – –
KeyBank National Association
74
KeyBank National Association
Ohio
$1.19M 12,303 +503 +4%
CPIG
75
Chicago Partners Investment Group
Illinois
$1.16M 11,806 +1,502 +15%
1 2
3
4 5