DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

288 hedge funds and large institutions have $1.89B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 228 increasing their positions, 8 reducing their positions, and 23 closing their positions.

Holders
288
Holders Change
+24
Holders Change %
+9.09%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
51
Increased
228
Reduced
8
Closed
23
Calls
$423K
Puts
–
Net Calls
+$423K
Net Calls Change
-$66K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$116M
2
JWCA
2
J.W. Cole Advisors
Florida
$7.44M
3
Goldman Sachs
3
Goldman Sachs
New York
$19.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$194M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.16M

Top Sellers

1
TFA
1
Tobias Financial Advisors
Florida
$0
2
GVAG
2
Great Valley Advisor Group
Delaware
$14.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.71M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$394K
5
LPL Financial
5
LPL Financial
California
$110M
Name Market Value Shares Shares
Change 		Shares
Change %
SP
51
Sarasin & Partners
United Kingdom
$5.36M 81,204 +40,552 +100%
SFWC
52
Strategic Family Wealth Counselors
New Jersey
$5.13M 77,605 +41,144 +113%
Stifel Financial
53
Stifel Financial
Missouri
$4.97M 75,325 +39,166 +108%
KFI
54
Key Financial Inc
Pennsylvania
$4.54M 68,716 +34,265 +99%
LW
55
Linscomb Wealth
Texas
$4.39M 66,537 +31,873 +92%
CWM
56
Congress Wealth Management
Massachusetts
$4.28M 64,876 +64,876 New
MWM
57
Mission Wealth Management
California
$3.8M 57,466 +28,733 +100%
SPC
58
Sigma Planning Corp
Michigan
$3.58M 54,227 +23,413 +76%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$3.54M 53,584 +26,618 +99%
CWM
60
Circle Wealth Management
New Jersey
$3.34M 50,550 +25,275 +100%
CAM
61
Cresset Asset Management
Illinois
$3.27M 49,509 +27,619 +126%
BFG
62
Berger Financial Group
Minnesota
$3.23M 48,908 +23,763 +95%
CCM
63
Coldstream Capital Management
Washington
$3.2M 48,438 +23,481 +94%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
– – – –
NFG
65
Nadler Financial Group
Illinois
$3.13M 47,420 +23,660 +100%
ACG
66
Allen Capital Group
Nebraska
$3.11M 47,066 +23,680 +101%
AWC
67
Adamsbrown Wealth Consultants
Kansas
$3.08M 46,603 +46,603 New
EH
68
Equitable Holdings
New York
$2.88M 43,576 +22,552 +107%
AFP
69
Ausdal Financial Partners
Iowa
$2.71M 41,059 +20,549 +100%
EWA
70
EP Wealth Advisors
California
$2.61M 39,517 +19,953 +102%
Truist Financial
71
Truist Financial
North Carolina
$2.55M 38,651 +19,109 +98%
MML Investors Services
72
MML Investors Services
Massachusetts
$2.36M 35,711 +19,688 +123%
PA
73
Procyon Advisors
Connecticut
$2.29M 34,610 +13,068 +61%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$2.16M 32,745 +29,238 +834%
KeyBank National Association
75
KeyBank National Association
Ohio
$2.05M 31,022 +15,346 +98%
1 2
3
4 5