DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

220 hedge funds and large institutions have $1.25B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-8
Holders Change %
-3.51%
% of All Funds
4.52%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
25
Increased
60
Reduced
70
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$35.7M
2
SWP
Stratos Wealth Partners
Ohio
$33.5M
3
Creative Planning
Creative Planning
Kansas
$49.5M
4
JWCA
J.W. Cole Advisors
Florida
$4.66M
5
Jane Street
Jane Street
New York
$5.47M

Top Sellers

1
RCIM
Red Cedar Investment Management
Michigan
$0
2
Bank of America
Bank of America
North Carolina
$98M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$230K
4
Osaic Holdings
Osaic Holdings
Arizona
$6.96M
5
SPIA
Steward Partners Investment Advisory
New York
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
201
Capital Analysts LLC
Pennsylvania
$23K – – –
VNA
202
Valley National Advisers
Pennsylvania
$22K -$23.2K -506 -51%
MAM
203
Marquette Asset Management
Minnesota
$22K – – –
LWM
204
Liberty Wealth Management
California
$19K – – –
CAL
205
Capital Advisors Ltd
Ohio
$15K – – –
PIMG
206
Patriot Investment Management Group
Tennessee
$14.5K +$14.5K +312 New
SF
207
Synovus Financial
Georgia
$14K -$262K -5,616 -95%
MSFP
208
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
BW
209
Bison Wealth
Georgia
$11K -$2.82K -60 -20%
AWMS
210
Advocacy Wealth Management Services
Georgia
$11K – – –
OPS
211
Orion Portfolio Solutions
Nebraska
$10K -$1.5K -34 -13%
FPB
212
First PREMIER Bank
South Dakota
$9K – – –
ADL
213
Asset Dedication LLC
California
$7K – – –
AIC
214
Archer Investment Corporation
Indiana
$6.32K +$6.32K +136 New
EIP
215
Ellis Investment Partners
Pennsylvania
$5K – – –
SIS
216
Sound Income Strategies
Florida
$5K – – –
GI
217
Gradient Investments
Minnesota
$4K – – –
CIAS
218
Capital Investment Advisory Services
North Carolina
$3K – – –
RTC
219
Riverview Trust Company
Washington
$2K – – –
SFG
220
Sowa Financial Group
Rhode Island
$2K – – –
RCIM
221
Red Cedar Investment Management
Michigan
– -$14.8M -364,598 Closed
PP
222
PagnatoKarp Partners
Virginia
– -$3.63M -89,724 Closed
AP
223
Advisors Preferred
Maryland
– -$752K -18,582 Closed
PT
224
Plimoth Trust
Massachusetts
– -$564K -13,942 Closed
CG
225
Caprock Group
Idaho
– -$427K -10,562 Closed
6 7 8
9
10