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 %
Cerity Partners
76
Cerity Partners
New York
$1.38M +$8.05K +166 +0.6%
KeyBank National Association
77
KeyBank National Association
Ohio
$1.37M +$147K +3,032 +12%
KA
78
Kovack Advisors
Florida
$1.24M +$7.18K +148 +0.6%
SPC
79
Sigma Planning Corp
Michigan
$1.16M +$502K +10,352 +77%
AFP
80
Ausdal Financial Partners
Iowa
$1.14M +$504K +10,378 +79%
VFA
81
Valeo Financial Advisors
Indiana
$1.12M -$109K -2,252 -9%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$1.04M +$8.64K +178 +0.8%
Citigroup
83
Citigroup
New York
$1.04M -$226K -4,656 -18%
GAG
84
GM Advisory Group
New York
$1.01M -$41.3K -850 -4%
WCM
85
WealthBridge Capital Management
Ohio
$985K +$776 +16 +0.1%
Brown Advisory
86
Brown Advisory
Maryland
$984K -$106K -2,182 -10%
NCM
87
Noesis Capital Mangement
Florida
$983K – – –
SCA
88
STALEY CAPITAL ADVISERS
Pennsylvania
$955K -$3.88K -80 -0.4%
BFG
89
Beacon Financial Group
Texas
$934K – – –
PA
90
Parallel Advisors
California
$928K +$160K +3,290 +21%
NFSG
91
Newbridge Financial Services Group
Florida
$916K +$916K +18,880 New
MML Investors Services
92
MML Investors Services
Massachusetts
$906K +$187K +3,852 +26%
PTP
93
Platform Technology Partners
New York
$905K +$27.2K +560 +3%
CG
94
Colony Group
Massachusetts
$875K – – –
ECM
95
Evergreen Capital Management
Washington
$868K +$5.53K +114 +0.6%
VC
96
Vestor Capital
Illinois
$794K +$794K +16,358 New
William Blair & Company
97
William Blair & Company
Illinois
$741K -$786K -16,184 -51%
US Bancorp
98
US Bancorp
Minnesota
$740K – – –
APA
99
American Portfolios Advisors
New York
$738K +$94.7K +1,952 +15%
VC
100
Vicus Capital
Pennsylvania
$725K +$47.7K +984 +7%
2 3
4
5 6