DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

264 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 69 reducing their positions, and 10 closing their positions.

Holders
264
Holders Change
+10
Holders Change %
+3.94%
% of All Funds
4.64%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
25
Increased
82
Reduced
69
Closed
10
Calls
$489K
Puts
–
Net Calls
+$489K
Net Calls Change
-$185K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$102M
2
Morgan Stanley
2
Morgan Stanley
New York
$173M
3
FI
3
FIDELIS iM
Oregon
$7.87M
4
GVAG
4
Great Valley Advisor Group
Delaware
$18M
5
Creative Planning
5
Creative Planning
Kansas
$64.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$88.1M
2
JWCA
2
J.W. Cole Advisors
Florida
$0
3
GW
3
GW & Wade
Massachusetts
$82.7M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$246M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.16M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$934K 7,836 -167 -2%
NFSG
102
Newbridge Financial Services Group
Florida
$922K 7,727 -718 -9%
DWT
103
Dorsey & Whitney Trust
South Dakota
$866K 7,263 -512 -7%
VC
104
Vicus Capital
Pennsylvania
$854K 7,158 -6,379 -47%
APA
105
American Portfolios Advisors
New York
$838K 7,025 +387 +6%
MWM
106
Minot Wealth Management
Massachusetts
$832K 6,976 +6,976 New
TRCT
107
Tower Research Capital (TRC)
New York
$814K 6,823 +6,806 +40,035%
Brown Advisory
108
Brown Advisory
Maryland
$797K 6,678 -1,779 -21%
AR
109
Advisory Research
Illinois
$794K 6,657 -17 -0.3%
KFP
110
KMG Fiduciary Partners
Ohio
$779K 6,531 +187 +3%
PLFAM
111
Pineno Levin & Ford Asset Management
Virginia
$777K 6,515 -580 -8%
BAM
112
Belpointe Asset Management
Nevada
$749K 6,280 +51 +0.8%
WDL
113
Well Done LLC
Michigan
$743K 6,232 – –
MIAS
114
Mason Investment Advisory Services
Virginia
$737K 6,178 +34 +0.6%
CAC
115
Certified Advisory Corp
Florida
$703K 5,892 -3,265 -36%
GSAM
116
Grant Street Asset Management
Pennsylvania
$700K 5,870 +4,602 +363%
SCA
117
STALEY CAPITAL ADVISERS
Pennsylvania
$690K 5,781 – –
GWM
118
Geneos Wealth Management
Colorado
$665K 5,525 +37 +0.7%
WS
119
Wedbush Securities
California
$662K 5,546 – –
TP
120
Tranquility Partners
Tennessee
$635K 5,326 -450 -8%
IA
121
IFG Advisory
Georgia
$618K 5,185 -10 -0.2%
RMCM
122
Reynders McVeigh Capital Management
Massachusetts
$596K 5,000 – –
FHC
123
First Heartland Consultants
Missouri
$593K 4,968 – –
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$581K 4,619 +800 +21%
Jane Street
125
Jane Street
New York
$580K 4,860 +4,860 New
3 4
5
6 7