DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

375 hedge funds and large institutions have $2.57B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 18 closing their positions.

Holders
375
Holders Change
+11
Holders Change %
+3.02%
% of All Funds
5.43%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
34
Increased
115
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$69.8M
2
FW
2
Fairway Wealth
Ohio
$14.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$225M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$4.04M
5
RJA
5
Raymond James & Associates
Florida
$18.7M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.54M
2
Bank of America
2
Bank of America
North Carolina
$83M
3
LPL Financial
3
LPL Financial
California
$213M
4
LSPW
4
Lake Street Private Wealth
Illinois
$0
5
GLLW
5
Graves Light Lenhart Wealth
Virginia
$5.66M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
126
Citadel Advisors
Florida
$1.32M 16,740 +12,208 +269%
VFA
127
Valeo Financial Advisors
Indiana
$1.31M 16,699 – –
ATPW
128
Ashton Thomas Private Wealth
Arizona
$1.29M 16,480 +1,051 +7%
US Bancorp
129
US Bancorp
Minnesota
$1.29M 16,439 +636 +4%
ACM
130
Advisors Capital Management
New Jersey
$1.29M 16,396 +16,396 New
FZCM
131
Flynn Zito Capital Management
New York
$1.29M 16,380 +81 +0.5%
Mariner
132
Mariner
Kansas
$1.28M 16,309 +1,724 +12%
Northern Trust
133
Northern Trust
Illinois
$1.28M 16,276 -500 -3%
SF
134
Synovus Financial
Georgia
$1.27M 16,154 +10,925 +209%
KFP
135
KMG Fiduciary Partners
Ohio
$1.27M 16,108 +1,340 +9%
TP
136
Tranquility Partners
Tennessee
$1.26M 16,039 +74 +0.5%
SCA
137
St. Clair Advisors
Ohio
$1.24M 15,839 – –
PA
138
Parallel Advisors
California
$1.24M 15,748 – –
Renaissance Technologies
139
Renaissance Technologies
New York
$1.2M 15,300 +2,700 +21%
OC
140
Oppenheimer & Co
New York
$1.16M 14,773 +221 +2%
P
141
&Partners
Tennessee
$1.14M 14,489 -1,341 -8%
DWT
142
Dorsey & Whitney Trust
South Dakota
$1.13M 14,404 – –
HNWAG
143
High Net Worth Advisory Group
Florida
$1.11M 14,180 – –
TRCT
144
Tower Research Capital (TRC)
New York
$1.11M 14,136 +5,874 +71%
WANY
145
Wealthspire Advisors (New York)
New York
$1.05M 13,405 +13,405 New
William Blair & Company
146
William Blair & Company
Illinois
$1.03M 13,156 -583 -4%
GFS
147
GYL Financial Synergies
Connecticut
$1.03M 13,075 -2,286 -15%
RB
148
Rodgers Brothers
Pennsylvania
$1M 12,733 – –
VC
149
Vestor Capital
Illinois
$986K 12,547 -278 -2%
KAS
150
KPP Advisory Services
Kentucky
$983K 12,518 +12,518 New
4 5
6
7 8