DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

191 hedge funds and large institutions have $1.11B invested in WisdomTree US LargeCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+20
Holders Change %
+11.7%
% of All Funds
4.34%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
34
Increased
46
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWA
Guidant Wealth Advisors
Illinois
$5.3M
2
Goldman Sachs
Goldman Sachs
New York
$26.9M
3
Ameriprise
Ameriprise
Minnesota
$16.5M
4
BAAM
Baker Avenue Asset Management
California
$1.21M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$2.26M

Top Sellers

1
TSS
Two Sigma Securities
New York
$0
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$231M
3
PV
Private Vista
Illinois
$38.9M
4
Morgan Stanley
Morgan Stanley
New York
$127M
5
Jane Street
Jane Street
New York
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$18K +$18K +382 New
1IA
177
1834 Investment Advisors
Wisconsin
$18K +$18K +396 New
CAL
178
Capital Advisors Ltd
Ohio
$15K – – –
AIP
179
Ameritas Investment Partners
Nebraska
$14K – – –
MSFP
180
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
VNA
181
Valley National Advisers
Pennsylvania
$12K – – –
AFNAS
182
American Financial Network Advisory Services
California
$7K – – –
ADL
183
Asset Dedication LLC
California
$7K – – –
WEC
184
Winslow Evans & Crocker
Massachusetts
$6.91K – – –
SIS
185
Sound Income Strategies
Florida
$5K +$5K +106 New
GI
186
Gradient Investments
Minnesota
$4K +$4K +92 New
Barclays
187
Barclays
United Kingdom
$3K – – –
ME
188
McIlrath & Eck
Washington
$3K +$3K +60 New
TIM
189
Tortoise Investment Management
New York
$2K – – –
BWM
190
Baystate Wealth Management
Massachusetts
$1K – – –
TSS
191
Two Sigma Securities
New York
– -$7.89M -181,734 Closed
SIA
192
Starfire Investment Advisers
Michigan
– -$726K -16,736 Closed
ICOA
193
Investment Centers of America
North Dakota
– -$435K -10,020 Closed
HFS
194
HL Financial Services
Kentucky
– -$373K -8,592 Closed
AFP
195
Ausdal Financial Partners
Iowa
– -$337K -7,750 Closed
VA
196
Valmark Advisers
Ohio
– -$315K -7,266 Closed
CA
197
Cetera Advisors
Colorado
– -$227K -5,170 Closed
Wolverine Trading
198
Wolverine Trading
Illinois
– -$219K -5,052 Closed
BBPWM
199
Blue Bell Private Wealth Management
Pennsylvania
– -$43K -1,000 Closed
CFG
200
Citizens Financial Group
Rhode Island
– -$35K -810 Closed
5 6 7
8
9