DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

375 hedge funds and large institutions have $2.57B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 18 closing their positions.

Holders
375
Holders Change
+11
Holders Change %
+3.02%
% of All Funds
5.43%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
34
Increased
115
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$69.8M
2
FW
2
Fairway Wealth
Ohio
$14.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$225M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$4.04M
5
RJA
5
Raymond James & Associates
Florida
$18.7M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.54M
2
Bank of America
2
Bank of America
North Carolina
$83M
3
LPL Financial
3
LPL Financial
California
$213M
4
LSPW
4
Lake Street Private Wealth
Illinois
$0
5
GLLW
5
Graves Light Lenhart Wealth
Virginia
$5.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
176
Bosun Asset Management
Illinois
$707K – – –
AWC
177
Adamsbrown Wealth Consultants
Kansas
$698K +$786 +10 +0.1%
KWM
178
Kaydan Wealth Management
Michigan
$684K +$18.1K +231 +3%
CAWM
179
Capital Advisors Wealth Management
Washington
$673K +$2.12K +27 +0.3%
NW
180
NewEdge Wealth
Pennsylvania
$658K -$31.4K -400 -5%
CAM
181
Cozad Asset Management
Illinois
$658K – – –
WDL
182
Well Done LLC
Michigan
$657K – – –
MWA
183
Midland Wealth Advisors
Illinois
$651K -$73.4K -934 -10%
Corient Private Wealth
184
Corient Private Wealth
Florida
$651K +$78.6K +1,001 +14%
MFG
185
Merit Financial Group
Georgia
$649K +$46.3K +589 +8%
HSA
186
HBK Sorce Advisory
Pennsylvania
$645K – – –
EW
187
Element Wealth
Mississippi
$643K -$1.34K -17 -0.2%
BFA
188
Benedict Financial Advisors
Georgia
$639K -$3.77K -48 -0.6%
WPC
189
Wedmont Private Capital
Pennsylvania
$638K – – –
WWM
190
Western Wealth Management
Colorado
$625K +$15.3K +195 +3%
M&T Bank
191
M&T Bank
New York
$616K -$41.2K -524 -6%
HTC
192
Haverford Trust Company
Pennsylvania
$613K – – –
SCA
193
STALEY CAPITAL ADVISERS
Pennsylvania
$608K +$314 +4 +0.1%
LOIP
194
Live Oak Investment Partners
Texas
$591K -$848K – –
VT
195
Vise Technologies
New York
$585K +$585K +7,452 New
IWC
196
Integrated Wealth Concepts
Massachusetts
$576K +$35.1K +447 +6%
GAM
197
Grandview Asset Management
Pennsylvania
$576K +$5.5K +70 +1%
FAIM
198
Financial Advocates Investment Management
Washington
$573K +$1.02K +13 +0.2%
PS
199
Principal Securities
Iowa
$562K +$104K +1,319 +23%
TH
200
Team Hewins
California
$552K +$552K +7,027 New
6 7
8
9 10