DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

309 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 117 increasing their positions, 71 reducing their positions, and 25 closing their positions.

Holders
309
Holders Change
-14
Holders Change %
-4.33%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
16
Increased
117
Reduced
71
Closed
25
Calls
$348K
Puts
$10K
Net Calls
+$338K
Net Calls Change
-$52K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$124M
2
RJA
2
Raymond James & Associates
Florida
$28.7M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$13.1M
4
Bank of America
4
Bank of America
North Carolina
$107M
5
UBS Group
5
UBS Group
Switzerland
$70.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$91.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$10.1M
3
JWCA
3
J.W. Cole Advisors
Florida
$2.54M
4
HF
4
HRT Financial
New York
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
CFS
101
CRA Financial Services
New Jersey
$1.22M 22,117 +4,295 +24%
SCA
102
St. Clair Advisors
Ohio
$1.16M 20,912 -1,200 -5%
WCM
103
WealthBridge Capital Management
Ohio
$1.13M 19,154 – –
Citigroup
104
Citigroup
New York
$1.12M 20,274 -609 -3%
BFG
105
Beacon Financial Group
Texas
$1.08M 19,312 – –
IWA
106
Inspirion Wealth Advisors
Illinois
$1.08M 19,562 – –
GAG
107
GM Advisory Group
New York
$1.02M 18,428 +20 +0.1%
AWC
108
Adamsbrown Wealth Consultants
Kansas
$1.01M 18,197 -8,963 -33%
HWM
109
HB Wealth Management
Georgia
$979K 17,714 +17,714 New
VC
110
Vicus Capital
Pennsylvania
$973K 17,614 -2,170 -11%
AWA
111
Alta Wealth Advisors
Massachusetts
$963K 17,420 – –
Mariner
112
Mariner
Kansas
$957K 17,312 +202 +1%
PA
113
Parallel Advisors
California
$955K 17,288 -901 -5%
CG
114
Colony Group
Massachusetts
$950K 17,184 -146 -0.8%
PTP
115
Platform Technology Partners
New York
$939K 16,996 – –
AC
116
Avant Capital
Louisiana
$936K 16,930 +75 +0.4%
VFA
117
Valeo Financial Advisors
Indiana
$923K 16,699 – –
WAM
118
WealthTrust Asset Management
Florida
$862K 15,605 -3,921 -20%
IA
119
IFG Advisory
Georgia
$859K 15,562 +1,355 +10%
US Bancorp
120
US Bancorp
Minnesota
$855K 15,488 – –
DWM
121
Dakota Wealth Management
Florida
$833K 15,066 +2,180 +17%
VC
122
Vestor Capital
Illinois
$823K 14,887 -196 -1%
HNWAG
123
High Net Worth Advisory Group
Florida
$806K 14,580 – –
NFSG
124
Newbridge Financial Services Group
Florida
$802K 14,505 -114 -0.8%
DWT
125
Dorsey & Whitney Trust
South Dakota
$796K 14,404 – –
3 4
5
6 7