DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

240 hedge funds and large institutions have $1.5B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
240
Holders Change
+22
Holders Change %
+10.09%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
41
Increased
65
Reduced
63
Closed
16
Calls
$1.15M
Puts
$11.2M
Net Calls
-$10M
Net Calls Change
-$10.5M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$24.7M
2
Ameriprise
2
Ameriprise
Minnesota
$51.6M
3
AP
3
Advisors Preferred
Maryland
$8.55M
4
LPL Financial
4
LPL Financial
California
$70M
5
KAS
5
Kestra Advisory Services
Texas
$10.1M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$41.5M
2
SWP
2
Stratos Wealth Partners
Ohio
$32.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$143M
4
AAS
4
Avantax Advisory Services
Texas
$6.55M
5
VAG
5
VisionPoint Advisory Group
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
101
MML Investors Services
Massachusetts
$1M 9,341 +6 +0.1%
PTP
102
Platform Technology Partners
New York
$995K 9,254 -67 -0.7%
NFSG
103
Newbridge Financial Services Group
Florida
$984K 9,149 -291 -3%
CG
104
Colony Group
Massachusetts
$970K 9,021 +1 +0%
ECM
105
Evergreen Capital Management
Washington
$970K 9,022 +72 +0.8%
VC
106
Vestor Capital
Illinois
$883K 8,211 +32 +0.4%
GWM
107
Geneos Wealth Management
Colorado
$872K 7,581 +2,253 +42%
US Bancorp
108
US Bancorp
Minnesota
$819K 7,623 – –
PLFAM
109
Pineno Levin & Ford Asset Management
Virginia
$770K 7,160 – –
William Blair & Company
110
William Blair & Company
Illinois
$753K 7,008 -625 -8%
RMCM
111
Reynders McVeigh Capital Management
Massachusetts
$752K 7,000 – –
IA
112
IFG Advisory
Georgia
$707K 6,580 +1,954 +42%
UCFA
113
United Capital Financial Advisors
Texas
$697K 6,479 -26,700 -80%
BAM
114
Belpointe Asset Management
Nevada
$674K 6,272 -354 -5%
WDL
115
Well Done LLC
Michigan
$670K 6,232 +58 +0.9%
KFP
116
KMG Fiduciary Partners
Ohio
$667K 6,259 +303 +5%
MIAS
117
Mason Investment Advisory Services
Virginia
$654K 6,080 +49 +0.8%
GSAM
118
Grant Street Asset Management
Pennsylvania
$631K 5,870 – –
TP
119
Tranquility Partners
Tennessee
$620K 5,763 -1,038 -15%
CIBC Private Wealth Group
120
CIBC Private Wealth Group
Georgia
$587K 5,461 +5,461 New
WS
121
Wedbush Securities
California
$571K 5,312 -239 -4%
CL
122
Choreo LLC
Illinois
$559K 5,195 – –
APA
123
American Portfolios Advisors
New York
$540K 5,023 -2,586 -34%
FHC
124
First Heartland Consultants
Missouri
$534K 4,968 -630 -11%
FIM
125
Freedom Investment Management
Connecticut
$510K 4,748 -880 -16%
3 4
5
6 7