DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

304 hedge funds and large institutions have $1.98B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 81 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+16
Holders Change %
+5.56%
% of All Funds
4.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
30
Increased
105
Reduced
81
Closed
10
Calls
$243K
Puts
$2K
Net Calls
+$241K
Net Calls Change
-$182K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$98.3M
2
LPL Financial
LPL Financial
California
$124M
3
TFA
Tobias Financial Advisors
Florida
$14M
4
PWMG
Prestige Wealth Management Group
New Jersey
$11.6M
5
Stifel Financial
Stifel Financial
Missouri
$13.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$106M
2
SWP
ShoreHaven Wealth Partners
New Jersey
$6.37M
3
AP
Advisors Preferred
Maryland
$0
4
MFP
Meridian Financial Partners
Virginia
$7.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$39.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAS
126
Mason Investment Advisory Services
Virginia
$817K +$3.48K +53 +0.4%
6F
127
626 Financial
Michigan
$784K -$16.6K -253 -2%
GSAM
128
Grant Street Asset Management
Pennsylvania
$772K – – –
SCA
129
STALEY CAPITAL ADVISERS
Pennsylvania
$760K – – –
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$751K +$107K +1,625 +17%
WS
131
Wedbush Securities
California
$729K – – –
BRWM
132
B. Riley Wealth Management
Tennessee
$706K +$85.6K +1,304 +14%
BAM
133
Bosun Asset Management
Illinois
$700K +$460 +7 +0.1%
NCM
134
Noesis Capital Mangement
Florida
$657K – – –
RMCM
135
Reynders McVeigh Capital Management
Massachusetts
$657K – – –
BAM
136
Belpointe Asset Management
Nevada
$654K -$176K -2,676 -21%
Northern Trust
137
Northern Trust
Illinois
$646K +$181K +2,748 +39%
PAG
138
Powers Advisory Group
Illinois
$644K +$278K +4,239 +76%
Brown Advisory
139
Brown Advisory
Maryland
$626K – – –
CAC
140
Certified Advisory Corp
Florida
$617K -$53.6K -816 -8%
RWP
141
RWA Wealth Partners
Massachusetts
$606K – – –
FHC
142
First Heartland Consultants
Missouri
$598K -$41.7K -636 -7%
IA
143
Insight Advisors
Pennsylvania
$596K -$181K -2,748 -23%
RWA
144
Redmont Wealth Advisors
Illinois
$591K – – –
William Blair & Company
145
William Blair & Company
Illinois
$589K +$80.8K +1,230 +16%
BFA
146
Benedict Financial Advisors
Georgia
$564K +$9.79K +149 +2%
GFS
147
GYL Financial Synergies
Connecticut
$564K +$564K +8,588 New
CL
148
Choreo LLC
Illinois
$559K – – –
OC
149
Oppenheimer & Co
New York
$558K +$133K +2,027 +31%
HSA
150
HBK Sorce Advisory
Pennsylvania
$545K -$2.37K -36 -0.4%
4 5
6
7 8