DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

288 hedge funds and large institutions have $1.89B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 228 increasing their positions, 8 reducing their positions, and 23 closing their positions.

Holders
288
Holders Change
+24
Holders Change %
+9.09%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
51
Increased
228
Reduced
8
Closed
23
Calls
$423K
Puts
–
Net Calls
+$423K
Net Calls Change
-$66K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$270M
2
Morgan Stanley
2
Morgan Stanley
New York
$194M
3
Bank of America
3
Bank of America
North Carolina
$116M
4
LPL Financial
4
LPL Financial
California
$110M
5
GW
5
GW & Wade
Massachusetts
$91.6M

Top Sellers

1
TFA
1
Tobias Financial Advisors
Florida
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$394K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.71M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RFA
101
Resurgent Financial Advisors
Georgia
$1.16M 17,497 +17,497 New
PTP
102
Platform Technology Partners
New York
$1.12M 16,996 +8,498 +100%
AC
103
Avant Capital
Louisiana
$1.1M 16,662 +16,662 New
VFA
104
Valeo Financial Advisors
Indiana
$1.1M 16,620 +8,310 +100%
MWM
105
Minot Wealth Management
Massachusetts
$1.07M 16,132 +9,156 +131%
US Bancorp
106
US Bancorp
Minnesota
$1.04M 15,673 +7,837 +100%
VC
107
Vestor Capital
Illinois
$1.03M 15,602 +7,579 +94%
NFSG
108
Newbridge Financial Services Group
Florida
$1.02M 15,368 +7,641 +99%
VC
109
Vicus Capital
Pennsylvania
$1.01M 15,244 +8,086 +113%
HNWAG
110
High Net Worth Advisory Group
Florida
$963K 14,580 +14,580 New
DWT
111
Dorsey & Whitney Trust
South Dakota
$959K 14,526 +7,263 +100%
KFP
112
KMG Fiduciary Partners
Ohio
$878K 13,296 +6,765 +104%
APA
113
American Portfolios Advisors
New York
$875K 13,255 +6,230 +89%
PLFAM
114
Pineno Levin & Ford Asset Management
Virginia
$861K 13,030 +6,515 +100%
BAM
115
Belpointe Asset Management
Nevada
$833K 12,616 +6,336 +101%
WDL
116
Well Done LLC
Michigan
$823K 12,464 +6,232 +100%
MIAS
117
Mason Investment Advisory Services
Virginia
$818K 12,384 +6,206 +100%
6F
118
626 Financial
Michigan
$805K 12,182 +12,182 New
IA
119
Insight Advisors
Pennsylvania
$780K 11,818 -2,511 -18%
GSAM
120
Grant Street Asset Management
Pennsylvania
$775K 11,740 +5,870 +100%
SCA
121
STALEY CAPITAL ADVISERS
Pennsylvania
$764K 11,562 +5,781 +100%
TP
122
Tranquility Partners
Tennessee
$760K 11,504 +6,178 +116%
GWM
123
Geneos Wealth Management
Colorado
$745K 11,284 +5,759 +104%
WS
124
Wedbush Securities
California
$733K 11,092 +5,546 +100%
BAM
125
Bosun Asset Management
Illinois
$703K 10,643 +10,643 New
3 4
5
6 7