DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

245 hedge funds and large institutions have $1.61B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 19 closing their positions.

Holders
245
Holders Change
+5
Holders Change %
+2.08%
% of All Funds
4.31%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
28
Increased
73
Reduced
75
Closed
19
Calls
$482K
Puts
$11.4M
Net Calls
-$10.9M
Net Calls Change
-$910K

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$20.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$10.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24M
4
Ameriprise
4
Ameriprise
Minnesota
$61.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$158M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$12.7M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$244M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$35.4M
4
Bank of America
4
Bank of America
North Carolina
$110M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
76
Procyon Advisors
Connecticut
$2.18M 18,977 +1,048 +6%
AFP
77
Ausdal Financial Partners
Iowa
$2.11M 18,431 +4,857 +36%
EH
78
Equitable Holdings
New York
$2.05M 17,867 +829 +5%
AAS
79
Avantax Advisory Services
Texas
$1.87M 16,311 -44,597 -73%
KeyBank National Association
80
KeyBank National Association
Ohio
$1.84M 16,061 +1,900 +13%
AI
81
Atria Investments
North Carolina
$1.76M 15,366 +2,016 +15%
Cerity Partners
82
Cerity Partners
New York
$1.65M 14,424 +65 +0.5%
CANC
83
Culbertson A N & Co
Virginia
$1.64M 14,336 -40 -0.3%
VC
84
Vicus Capital
Pennsylvania
$1.55M 13,505 +820 +6%
KA
85
Kovack Advisors
Florida
$1.48M 12,899 +124 +1%
CPIG
86
Chicago Partners Investment Group
Illinois
$1.47M 12,404 -1,497 -11%
Citigroup
87
Citigroup
New York
$1.41M 12,276 +936 +8%
GWAG
88
Garrett Wealth Advisory Group
Texas
$1.3M 11,325 -1,051 -8%
FFN
89
Focus Financial Network
Minnesota
$1.28M 11,187 +11,187 New
CA
90
Cetera Advisors
Colorado
$1.26M 10,949 -15,871 -59%
MML Investors Services
91
MML Investors Services
Massachusetts
$1.19M 10,410 +1,069 +11%
WCM
92
WealthBridge Capital Management
Ohio
$1.17M 10,166 +7 +0.1%
NCM
93
Noesis Capital Mangement
Florida
$1.16M 10,125 – –
PA
94
Parallel Advisors
California
$1.15M 10,009 -12 -0.1%
SCA
95
STALEY CAPITAL ADVISERS
Pennsylvania
$1.13M 9,843 – –
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$1.09M 9,488 -462 -5%
GAG
97
GM Advisory Group
New York
$1.07M 9,351 -1,286 -12%
BFG
98
Beacon Financial Group
Texas
$1.05M 9,630 – –
ECM
99
Evergreen Capital Management
Washington
$1.04M 9,067 +45 +0.5%
Brown Advisory
100
Brown Advisory
Maryland
$1.03M 8,957 -1,256 -12%
2 3
4
5 6