DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

238 hedge funds and large institutions have $1.38B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+27
Holders Change %
+12.8%
% of All Funds
4.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
41
Increased
77
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$11.1M
2
GW
GW & Wade
Massachusetts
$84.6M
3
Morgan Stanley
Morgan Stanley
New York
$113M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$27M
5
Bank of America
Bank of America
North Carolina
$78.5M

Top Sellers

1
TCPWM
Traverso Chambers Private Wealth Management
California
$6.43M
2
RJA
Raymond James & Associates
Florida
$38.3M
3
PV
Private Vista
Illinois
$16.9M
4
RIG
RiverFront Investment Group
Virginia
$92.4M
5
M&T Bank
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
76
Valeo Financial Advisors
Indiana
$1.34M – – –
KeyBank National Association
77
KeyBank National Association
Ohio
$1.34M – – –
AP
78
Advisors Preferred
Maryland
$1.33M +$908K +17,152 +217%
Citigroup
79
Citigroup
New York
$1.25M -$18K -340 -1%
PPFA
80
Provida Pension Fund Administrator
Chile
$1.23M +$613K +11,600 +100%
IWP
81
IAG Wealth Partners
Wisconsin
$1.18M +$1.18M +22,264 New
TP
82
Tranquility Partners
Tennessee
$1.15M -$46.8K -884 -4%
GAG
83
GM Advisory Group
New York
$1.12M -$109K -2,060 -9%
VC
84
Vestor Capital
Illinois
$1.1M +$96.8K +1,828 +10%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$1.09M +$213 +4 +0%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$1.09M +$95.8K +1,808 +10%
NCM
87
Noesis Capital Mangement
Florida
$1.07M +$1.07M +20,250 New
WCM
88
WealthBridge Capital Management
Ohio
$1.07M -$6.36K -120 -0.6%
NWS
89
Newport Wealth Strategies
California
$921K +$68.2K +1,292 +8%
Jane Street
90
Jane Street
New York
$889K +$889K +16,776 New
AFP
91
Ausdal Financial Partners
Iowa
$878K +$454K +8,618 +107%
PA
92
PSI Advisors
Florida
$843K +$843K +15,918 New
KFI
93
Key Financial Inc
Pennsylvania
$830K +$830K +15,676 New
US Bancorp
94
US Bancorp
Minnesota
$807K – – –
MIAS
95
Mason Investment Advisory Services
Virginia
$794K +$5.61K +106 +0.7%
SIA
96
Starfire Investment Advisers
Michigan
$758K -$4.77K -90 -0.6%
AWM
97
AE Wealth Management
Kansas
$747K +$747K +14,098 New
AR
98
Advisory Research
Illinois
$746K – – –
RMCM
99
Reynders McVeigh Capital Management
Massachusetts
$742K – – –
OIA
100
Optimum Investment Advisors
Illinois
$737K -$47.5K -896 -6%
2 3
4
5 6