DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

364 hedge funds and large institutions have $2.58B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 125 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+26
Holders Change %
+7.69%
% of All Funds
5.34%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
52
Increased
90
Reduced
125
Closed
20
Calls
$511K
Puts
–
Net Calls
+$511K
Net Calls Change
-$18K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$367M
2
LPL Financial
2
LPL Financial
California
$217M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$11.6M
4
ACM
4
Advisors Capital Management
New Jersey
$8.95M
5
AWM
5
AE Wealth Management
Kansas
$6.85M

Top Sellers

1
AP
1
Advisors Preferred
Maryland
$4.06M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$269M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.1M
4
Creative Planning
4
Creative Planning
Kansas
$98.4M
5
HWP
5
Hibernia Wealth Partners
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
126
Oppenheimer & Co
New York
$1.18M -$23.3K -351 -2%
SPC
127
Sigma Planning Corp
Michigan
$1.17M -$1.52M -22,953 -57%
PTP
128
Platform Technology Partners
New York
$1.16M – – –
AWA
129
Alta Wealth Advisors
Massachusetts
$1.16M – – –
HWM
130
HB Wealth Management
Georgia
$1.15M – – –
VFA
131
Valeo Financial Advisors
Indiana
$1.11M – – –
MFG
132
Merit Financial Group
Georgia
$1.07M +$1.07M +16,114 New
SCA
133
St. Clair Advisors
Ohio
$1.06M – – –
EFG
134
Ethos Financial Group
Pennsylvania
$1.04M -$1.12M -16,901 -52%
TP
135
Tranquility Partners
Tennessee
$1.04M -$110K -1,655 -10%
ATPW
136
Ashton Thomas Private Wealth
Arizona
$1.02M -$202K -3,047 -17%
AFO
137
Arrowroot Family Office
California
$987K -$40.9K -616 -4%
US Bancorp
138
US Bancorp
Minnesota
$981K -$113K -1,707 -10%
KFP
139
KMG Fiduciary Partners
Ohio
$971K +$6.7K +101 +0.7%
HNWAG
140
High Net Worth Advisory Group
Florida
$968K – – –
DWT
141
Dorsey & Whitney Trust
South Dakota
$956K – – –
Focus Partners Wealth
142
Focus Partners Wealth
Massachusetts
$949K +$949K +14,289 New
GFS
143
GYL Financial Synergies
Connecticut
$947K +$156K +2,346 +20%
CL
144
Choreo LLC
Illinois
$911K +$358K +5,386 +65%
VC
145
Vestor Capital
Illinois
$903K -$89.2K -1,344 -9%
LOIP
146
Live Oak Investment Partners
Texas
$890K -$833K – –
SWP
147
ShoreHaven Wealth Partners
New Jersey
$860K -$237K -3,567 -22%
CWM
148
Collaborative Wealth Management
Florida
$845K +$11.4K +172 +1%
RA
149
RFG Advisory
Alabama
$840K +$145K +2,185 +21%
WS
150
Wedbush Securities
California
$736K – – –
4 5
6
7 8