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

Top Sellers

1
PWMG
Prestige Wealth Management Group
New Jersey
$90.4K
2
RWP
Revolve Wealth Partners
New Jersey
$15.1M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$269M
4
SP
Sarasin & Partners
United Kingdom
$4.99M
5
GW
GW & Wade
Massachusetts
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
201
Vicus Capital
Pennsylvania
$385K -$76.1K -1,196 -17%
GRP
202
Global Retirement Partners
California
$384K +$7.63K +120 +2%
SAM
203
SignalPoint Asset Management
Missouri
$381K +$190K +5,986 +99%
FTS
204
Fifth Third Securities
Ohio
$370K +$370K +5,824 New
LIA
205
LS Investment Advisors
Michigan
$369K – – –
RT
206
Rockland Trust
Massachusetts
$361K – – –
MIAS
207
Mason Investment Advisory Services
Virginia
$361K +$2.29K +36 +0.6%
MFT
208
Moisand Fitzgerald Tamayo
Florida
$360K – – –
ST
209
Spinnaker Trust
Maine
$359K +$64 +1 +0%
MA
210
Mutual Advisors
Nebraska
$357K -$175K -2,748 -33%
CT
211
Cambridge Trust
Massachusetts
$354K – – –
AWM
212
Axxcess Wealth Management
California
$352K -$890 -14 -0.3%
STA
213
Summit Trail Advisors
New York
$350K – – –
SF
214
Synovus Financial
Georgia
$349K +$47.9K +753 +16%
MMPW
215
Mitchell McLeod Pugh & Williams
Alabama
$347K – – –
BWA
216
BDO Wealth Advisors
Florida
$343K – – –
CWM
217
Cornerstone Wealth Management
Missouri
$338K +$338K +5,308 New
RJT
218
Raymond James Trust
Florida
$337K +$13.1K +206 +4%
VNB
219
Virginia National Bank
Virginia
$325K – – –
NB
220
Nicolet Bankshares
Wisconsin
$323K – – –
FNBT
221
FineMark National Bank & Trust
Florida
$317K -$12.7K -200 -4%
Corient Private Wealth
222
Corient Private Wealth
Florida
$317K -$84K -1,321 -21%
UCFA
223
United Capital Financial Advisors
Texas
$316K – – –
WPC
224
Wedmont Private Capital
Pennsylvania
$312K – – –
FPAS
225
Focus Partners Advisor Solutions
Missouri
$311K -$1.65K -26 -0.5%
7 8
9
10 11