DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

168 hedge funds and large institutions have $1,000M invested in WisdomTree US LargeCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 6 closing their positions.

Holders
168
Holders Change
+7
Holders Change %
+4.35%
% of All Funds
4.19%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
14
Increased
47
Reduced
57
Closed
6
Calls
$1.51M
Puts
$614K
Net Calls
+$899K
Net Calls Change
+$1.18M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$5.08M
2
Goldman Sachs
2
Goldman Sachs
New York
$23.5M
3
GW
3
GW & Wade
Massachusetts
$26.4M
4
VF
4
Virtu Financial
New York
$4.63M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.67M

Top Sellers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$26.8M
2
PV
2
Private Vista
Illinois
$43M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$226M
4
PA
4
Paracle Advisors
Washington
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$793K
Name Market Value Shares Shares
Change 		Shares
Change %
CFD
151
Creative Financial Designs
Indiana
$25K 295 -149 -34%
MWM
152
MinichMacGregor Wealth Management
New York
$23K 275 – –
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$18K 220 +220 New
BWA
154
BDO Wealth Advisors
Florida
$16K 189 +189 New
MSFP
155
Mark Sheptoff Financial Planning
Connecticut
$13K 150 -1 -0.7%
CAL
156
Capital Advisors Ltd
Ohio
$13K 160 – –
NA
157
NewEdge Advisors
Louisiana
$12.1K 144 +144 New
VNA
158
Valley National Advisers
Pennsylvania
$11K 130 +40 +44%
SAM
159
SignalPoint Asset Management
Missouri
$10K 116 +116 New
SF
160
Synovus Financial
Georgia
$9K 105 – –
ADL
161
Asset Dedication LLC
California
$8K 92 -12 -12%
AC
162
Alexandria Capital
Virginia
$8K 95 – –
GI
163
Gradient Investments
Minnesota
$4K 46 – –
Barclays
164
Barclays
United Kingdom
$3K 33 – –
AIP
165
Ameritas Investment Partners
Nebraska
$3K 39 +1 +3%
TIM
166
Tortoise Investment Management
New York
$2K 25 – –
BWM
167
Baystate Wealth Management
Massachusetts
$1K 2 – –
PA
168
Paracle Advisors
Washington
– – -43,565 Closed
NPC
169
National Planning Corporation
California
– – -11,751 Closed
TSS
170
Two Sigma Securities
New York
– – -5,936 Closed
VKH
171
Virtu KCG Holdings
New York
– – -4,359 Closed
SB
172
Suntrust Banks
Georgia
– – -2,413 Closed
AIP
173
Almanack Investment Partners
Pennsylvania
– – -1,703 Closed
Parallax Volatility Advisers
174
Parallax Volatility Advisers
California
$0 1 – –
3 4 5 6
7