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.

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
1
Bank of New York Mellon
New York
$24.7M
2
Ameriprise
2
Ameriprise
Minnesota
$51.6M
3
AP
3
Advisors Preferred
Maryland
$8.55M
4
LPL Financial
4
LPL Financial
California
$70M
5
KAS
5
Kestra Advisory Services
Texas
$10.1M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$41.5M
2
SWP
2
Stratos Wealth Partners
Ohio
$32.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$143M
4
AAS
4
Avantax Advisory Services
Texas
$6.55M
5
VAG
5
VisionPoint Advisory Group
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LIA
151
LS Investment Advisors
Michigan
$312K 2,900 – –
DW
152
Domani Wealth
Pennsylvania
$309K 2,877 – –
TIA
153
Tiemann Investment Advisors
California
$307K 2,853 +2,853 New
MFT
154
Moisand Fitzgerald Tamayo
Florida
$304K 2,832 – –
BJL
155
Brighton Jones LLC
Washington
$288K 2,675 -404 -13%
CC
156
Courier Capital
New York
$286K 2,656 – –
W
157
Wealthquest
Ohio
$284K 2,650 – –
RC
158
RegentAtlantic Capital
New Jersey
$283K 2,633 – –
RJT
159
Raymond James Trust
Florida
$272K 2,531 – –
SC
160
SouthState Corp
Florida
$269K 2,500 – –
PA
161
PFG Advisors
Arizona
$256K 2,377 – –
PL
162
Parthenon LLC
Kentucky
$254K 2,365 +2,365 New
IF
163
Intrua Financial
Texas
$250K 2,325 +2,325 New
NB
164
Nicolet Bankshares
Wisconsin
$244K 2,292 – –
MOS
165
MGO One Seven
Ohio
$244K 2,265 +2,265 New
PA
166
PSI Advisors
Florida
$243K 2,266 -826 -27%
BFS
167
Bickling Financial Services
Massachusetts
$238K 2,215 +2,215 New
IFWM
168
Institute for Wealth Management
Colorado
$224K 2,088 – –
AIC
169
Ameritas Investment Company
Nebraska
$222K 2,063 +2,063 New
C
170
Certuity
Florida
$221K 2,058 – –
FSC
171
Full Sail Capital
Oklahoma
$219K 1,995 +1,995 New
Fidelity Investments
172
Fidelity Investments
Massachusetts
$218K 2,030 -81 -4%
BTWM
173
Baker Tilly Wealth Management
Wisconsin
$214K 1,987 +1,987 New
PPA
174
Parametric Portfolio Associates
Washington
$213K 1,977 +1,977 New
CBT
175
Capital Bank & Trust
California
$213K 1,981 +1,981 New
5 6
7
8 9