DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

340 hedge funds and large institutions have $2.24B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
23
Increased
101
Reduced
107
Closed
18
Calls
$884K
Puts
–
Net Calls
+$884K
Net Calls Change
-$131K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$178M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$56.4M
3
GVAG
3
Great Valley Advisor Group
Delaware
$44.2M
4
Creative Planning
4
Creative Planning
Kansas
$101M
5
BFA
5
BMS Financial Advisors
South Dakota
$9.4M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$90.4K
2
RWP
2
Revolve Wealth Partners
New Jersey
$15.1M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$269M
4
SP
4
Sarasin & Partners
United Kingdom
$4.99M
5
GW
5
GW & Wade
Massachusetts
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
176
Prudential Financial
New Jersey
$486K +$21.3K +335 +5%
GCM
177
Gunderson Capital Management
South Carolina
$480K -$3.82K -60 -0.8%
FFA
178
Founders Financial Alliance
North Carolina
$479K +$191 +3 +0%
CAM
179
Cozad Asset Management
Illinois
$478K – – –
FAIM
180
Financial Advocates Investment Management
Washington
$478K -$308K -4,846 -39%
GAM
181
Grandview Asset Management
Pennsylvania
$458K +$5.4K +85 +1%
SYBT
182
Stock Yards Bank & Trust
Kentucky
$456K – – –
MSAM
183
Moloney Securities Asset Management
Missouri
$444K -$45K -708 -9%
MCM
184
MAI Capital Management
Ohio
$443K +$127 +2 +0%
BSW
185
Buckingham Strategic Wealth
Missouri
$439K +$128K +2,006 +41%
MWAM
186
Manhattan West Asset Management
California
$427K -$9.03K -142 -2%
WCWM
187
Willow Creek Wealth Management
California
$422K – – –
CPG
188
Cornerstone Planning Group
New Jersey
$422K +$422K +6,633 New
FG
189
Fiduciary Group
Georgia
$420K – – –
WTC
190
WhitTier Trust Company
Nevada
$418K – – –
CAC
191
Certified Advisory Corp
Florida
$417K -$81.2K -1,277 -16%
Brown Advisory
192
Brown Advisory
Maryland
$413K -$9.54K -150 -2%
TFS
193
Thoroughbred Financial Services
Tennessee
$412K – – –
SG
194
Sharper & Granite
California
$411K – – –
RWA
195
Redmont Wealth Advisors
Illinois
$411K +$51.4K +808 +14%
GWAG
196
Garrett Wealth Advisory Group
Texas
$398K -$16.5K -259 -4%
KLI
197
Kelman-Lazarov Inc
Tennessee
$395K -$2.23K -35 -0.6%
HBW
198
Hazlett, Burt & Watson
West Virginia
$392K +$829 +13 +0.2%
ABC
199
Associated Banc-Corp
Wisconsin
$388K – – –
PAG
200
Powers Advisory Group
Illinois
$387K +$2.42K +38 +0.6%
6 7
8
9 10