DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

218 hedge funds and large institutions have $1.28B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-2
Holders Change %
-0.91%
% of All Funds
4.41%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
21
Increased
67
Reduced
66
Closed
19
Calls
$873K
Puts
$437K
Net Calls
+$436K
Net Calls Change
+$436K

Top Buyers

1
LPL Financial
LPL Financial
California
$55.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$49.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$5.15M
4
AAS
Avantax Advisory Services
Texas
$9.05M
5
UBS Group
UBS Group
Switzerland
$43.3M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$0
2
CI
CX Institutional
Indiana
$8.23M
3
Jane Street
Jane Street
New York
$0
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$219M
5
Morgan Stanley
Morgan Stanley
New York
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
51
Cresset Asset Management
Illinois
$2.97M -$861K -17,744 -22%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$2.82M -$1.44M -29,768 -34%
EWA
53
EP Wealth Advisors
California
$2.74M +$2.74M +56,372 New
CS
54
Comerica Securities
Michigan
$2.63M +$2.63M +54,204 New
CA
55
Cetera Advisors
Colorado
$2.57M -$152K -3,124 -6%
PA
56
Paracle Advisors
Washington
$2.53M +$38.1K +786 +2%
NFG
57
Nadler Financial Group
Illinois
$2.48M – – –
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$2.43M -$1.56M -32,206 -39%
KFI
59
Key Financial Inc
Pennsylvania
$2.37M +$223K +4,586 +10%
M&T Bank
60
M&T Bank
New York
$2.19M +$13.5K +278 +0.6%
FAIM
61
Financial Advocates Investment Management
Washington
$2M -$154K -3,168 -7%
PWAP
62
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.88M -$41K -846 -2%
Truist Financial
63
Truist Financial
North Carolina
$1.87M -$2.07M -42,626 -53%
GVAG
64
Great Valley Advisor Group
Delaware
$1.85M +$1.48M +30,494 +402%
ACG
65
Allen Capital Group
Nebraska
$1.8M +$11.6K +230 +0.6%
HighTower Advisors
66
HighTower Advisors
Illinois
$1.79M +$43.2K +888 +2%
SIAS
67
Shine Investment Advisory Services
Colorado
$1.79M – – –
Stifel Financial
68
Stifel Financial
Missouri
$1.7M +$115K +2,374 +7%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$1.69M – – –
GWAG
70
Garrett Wealth Advisory Group
Texas
$1.62M +$1.62M +33,356 New
EH
71
Equitable Holdings
New York
$1.57M +$22.8K +470 +1%
CANC
72
Culbertson A N & Co
Virginia
$1.42M -$22.8K -470 -2%
VFA
73
Voya Financial Advisors
Connecticut
$1.41M +$55K +1,144 +4%
CPIG
74
Chicago Partners Investment Group
Illinois
$1.4M -$15.1K -312 -1%
PAG
75
Private Advisor Group
New Jersey
$1.39M +$520K +10,728 +60%
1 2
3
4 5