DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

218 hedge funds and large institutions have $1.28B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
218
Holders Change
-2
Holders Change %
-0.91%
% of All Funds
4.41%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
21
Increased
67
Reduced
66
Closed
19
Calls
$873K
Puts
$437K
Net Calls
+$436K
Net Calls Change
+$436K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$55.8M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$49.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.15M
4
AAS
4
Avantax Advisory Services
Texas
$9.05M
5
KAS
5
Kestra Advisory Services
Texas
$3.1M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
CI
2
CX Institutional
Indiana
$8.23M
3
Jane Street
3
Jane Street
New York
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$219M
5
Morgan Stanley
5
Morgan Stanley
New York
$132M
Name Market Value Shares Shares
Change 		Shares
Change %
ST
176
Smithfield Trust
Pennsylvania
$78K 800 – –
JFA
177
JNBA Financial Advisors
Minnesota
$69K 712 – –
CFO
178
CVA Family Office
Colorado
$69K 713 – –
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$67K 697 -1 -0.1%
S
180
SignatureFD
Georgia
$66K 682 – –
HFA
181
Hoover Financial Advisors
Pennsylvania
$61K 625 – –
BFEC
182
Benjamin F. Edwards & Company
Missouri
$60K 613 -183 -23%
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.2K 600 – –
HI
184
Hudock Inc
Pennsylvania
$57K 594 -59 -9%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$56K 467 – –
FHA
186
Flagship Harbor Advisors
Massachusetts
$55K 568 -150 -21%
TFGT
187
TS Financial Group (TSFG)
Illinois
$51K 521 – –
CFB
188
Cullen/Frost Bankers
Texas
$48K 498 – –
PFS
189
Prospera Financial Services
Texas
$45K 459 +459 New
WEC
190
Winslow Evans & Crocker
Massachusetts
$43K 440 – –
NL
191
NVWM LLC
Pennsylvania
$38K 387 -1,000 -72%
SFS
192
Sowell Financial Services
Arkansas
$35K 363 – –
GRP
193
Global Retirement Partners
California
$33K 335 – –
FHA
194
First Horizon Advisors
Tennessee
$33K 335 – –
SIM
195
Sonora Investment Management
Arizona
$30K 314 – –
NC
196
NewSquare Capital
Pennsylvania
$30K 314 +314 New
CFD
197
Creative Financial Designs
Indiana
$26K 266 – –
PWM
198
Provident Wealth Management
Tennessee
$25K 260 +260 New
CAL
199
Capital Analysts LLC
Pennsylvania
$24K 250 – –
FGA
200
Fortis Group Advisors
New Jersey
$24K 250 +250 New
6 7
8
9 10