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.

New
Increased
Maintained
Reduced
Closed
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
Bank of New York Mellon
New York
+$19M
2
Ameriprise
Ameriprise
Minnesota
+$11.6M
3
AP
Advisors Preferred
Maryland
+$8.55M
4
LPL Financial
LPL Financial
California
+$8.18M
5
KAS
Kestra Advisory Services
Texas
+$6.65M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$13.4M
2
SWP
Stratos Wealth Partners
Ohio
-$5.15M
3
Morgan Stanley
Morgan Stanley
New York
-$4.08M
4
AAS
Avantax Advisory Services
Texas
-$3.48M
5
VAG
VisionPoint Advisory Group
Texas
-$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
126
RWA Wealth Partners
Massachusetts
$495K – – –
RF
127
Rollins Financial
Georgia
$493K +$493K +9,164 New
SKK
128
Shepherd Kaplan Krochuk
Massachusetts
$477K +$1.5K +28 +0.3%
OCM
129
One Capital Management
California
$469K -$111K -2,070 -19%
OC
130
Oppenheimer & Co
New York
$461K +$4.52K +84 +1%
HSA
131
HBK Sorce Advisory
Pennsylvania
$452K – – –
NAS
132
Nicolet Advisory Services
Wisconsin
$443K – – –
SAM
133
SignalPoint Asset Management
Missouri
$441K -$22.3K -416 -5%
CT
134
Cambridge Trust
Massachusetts
$425K – – –
ST
135
Spinnaker Trust
Maine
$419K -$12.3K -230 -3%
CAM
136
Cozad Asset Management
Illinois
$411K – – –
Renaissance Technologies
137
Renaissance Technologies
New York
$409K +$409K +7,600 New
NCMW
138
Northern Capital Management (Washington)
Washington
$397K +$397K +7,386 New
FCFC
139
First Commonwealth Financial Corp
Pennsylvania
$381K – – –
BSW
140
Buckingham Strategic Wealth
Missouri
$380K +$13.4K +250 +4%
KLI
141
Kelman-Lazarov Inc
Tennessee
$372K – – –
FNBT
142
FineMark National Bank & Trust
Florida
$368K – – –
EWA
143
Exencial Wealth Advisors
Oklahoma
$362K -$15.4K -286 -4%
OIA
144
Optimum Investment Advisors
Illinois
$359K -$861 -16 -0.2%
WTC
145
WhitTier Trust Company
Nevada
$354K – – –
EW
146
Element Wealth
Mississippi
$330K -$59.5K -1,108 -15%
MWM
147
Madison Wealth Management
Ohio
$329K – – –
WCWM
148
Willow Creek Wealth Management
California
$328K -$16.4K -306 -5%
FCI
149
Financial Counselors Inc
Kansas
$326K – – –
MIM
150
MTM Investment Management
South Carolina
$317K +$317K +5,898 New
4 5
6
7 8