DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

340 hedge funds and large institutions have $2.24B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 18 closing their positions.

Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
23
Increased
101
Reduced
107
Closed
18
Calls
$884K
Puts
–
Net Calls
+$884K
Net Calls Change
-$131K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$178M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$56.4M
3
GVAG
3
Great Valley Advisor Group
Delaware
$44.2M
4
Creative Planning
4
Creative Planning
Kansas
$101M
5
BFA
5
BMS Financial Advisors
South Dakota
$9.4M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$90.4K
2
RWP
2
Revolve Wealth Partners
New Jersey
$15.1M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$269M
4
SP
4
Sarasin & Partners
United Kingdom
$4.99M
5
GW
5
GW & Wade
Massachusetts
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$5.94M 93,347 +815 +0.9%
CCA
52
Clearwater Capital Advisors
Illinois
$5.37M 84,477 -24,273 -22%
SFWC
53
Strategic Family Wealth Counselors
New Jersey
$5.35M 84,175 +570 +0.7%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$5.15M 80,997 +51,153 +171%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$5.15M 80,934 -890 -1%
SP
56
Sarasin & Partners
United Kingdom
$4.99M 78,394 -81,204 -51%
DADC
57
D.A. Davidson & Co
Montana
$4.93M 77,583 +2,212 +3%
KFI
58
Key Financial Inc
Pennsylvania
$4.69M 73,754 -1,180 -2%
HHRDM
59
H&H Retirement Design & Management
Nevada
$4.69M 73,165 -724 -1%
AP
60
Advisors Preferred
Maryland
$4.35M 68,257 +68,257 New
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$4.3M 67,586 -49,546 -42%
AssetMark Inc
62
AssetMark Inc
California
$4.03M 63,415 -2,922 -4%
EH
63
Equitable Holdings
New York
$3.94M 61,879 +3,777 +7%
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$3.8M 59,694 -31,554 -35%
Truist Financial
65
Truist Financial
North Carolina
$3.7M 58,143 +1,002 +2%
CWM
66
Congress Wealth Management
Massachusetts
$3.69M 57,973 -3,381 -6%
LW
67
Linscomb Wealth
Texas
$3.59M 56,376 +1,100 +2%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$3.48M 54,772 +5,012 +10%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$3.47M 54,524 -20 -0%
EWA
70
EP Wealth Advisors
California
$3.38M 53,052 +7,420 +16%
Lido Advisors
71
Lido Advisors
California
$3.31M 52,103 -3,945 -7%
CWM
72
Circle Wealth Management
New Jersey
$3.28M 51,550 – –
KPWS
73
Kestra Private Wealth Services
Texas
$3.17M 49,874 +44,449 +819%
NFG
74
Nadler Financial Group
Illinois
$3.1M 48,820 – –
TWD
75
True Wealth Design
Ohio
$3.08M 48,408 -259 -0.5%
1 2
3
4 5