DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

370 hedge funds and large institutions have $2.6B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
33
Increased
100
Reduced
125
Closed
21
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
-$201K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$158M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$33.9M
3
MCM
MAI Capital Management
Ohio
$19.3M
4
BHB
Bank Hapoalim BM
Israel
$13.6M
5
AP
Advisors Preferred
Maryland
$14.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$199M
2
LPL Financial
LPL Financial
California
$207M
3
MHS
M Holdings Securities
Oregon
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$464K
5
ACM
Advisors Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
Modera Wealth Management
New Jersey
$457K – – –
MGIA
202
Moneta Group Investment Advisors
Missouri
$455K +$455K +6,306 New
SYBT
203
Stock Yards Bank & Trust
Kentucky
$450K -$67.9K -940 -13%
PAG
204
Powers Advisory Group
Illinois
$447K +$1.95K +27 +0.4%
WPW
205
Waldron Private Wealth
Pennsylvania
$446K – – –
ABC
206
Associated Banc-Corp
Wisconsin
$441K -$289 -4 -0.1%
GRP
207
Global Retirement Partners
California
$434K -$70.7K -980 -14%
ACM
208
Absolute Capital Management
Pennsylvania
$433K +$433K +6,003 New
BMM
209
Berkshire Money Management
Massachusetts
$433K +$433K +6,000 New
WCWM
210
Willow Creek Wealth Management
California
$430K -$10.6K -147 -2%
KA
211
Kovack Advisors
Florida
$426K -$34.6K -479 -8%
SAM
212
SignalPoint Asset Management
Missouri
$425K -$3.1K -43 -0.7%
LIA
213
LS Investment Advisors
Michigan
$419K – – –
ES
214
Eagle Strategies
New York
$411K +$411K +5,689 New
MFT
215
Moisand Fitzgerald Tamayo
Florida
$409K – – –
HBW
216
Hazlett, Burt & Watson
West Virginia
$402K -$14.9K -206 -4%
STA
217
Summit Trail Advisors
New York
$397K – – –
WAP
218
Wealthcare Advisory Partners
Pennsylvania
$395K +$395K +5,471 New
MMPW
219
Mitchell McLeod Pugh & Williams
Alabama
$394K – – –
AWM
220
Axxcess Wealth Management
California
$393K – – –
ST
221
Spinnaker Trust
Maine
$387K – – –
CWM
222
Cornerstone Wealth Management
Missouri
$387K – – –
FTUS
223
Flow Traders U.S.
New York
$382K -$1.52M -21,031 -80%
GWAG
224
Garrett Wealth Advisory Group
Texas
$372K -$10.5K -145 -3%
PS
225
Principal Securities
Iowa
$371K -$8.74K -121 -2%
7 8
9
10 11