DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

210 hedge funds and large institutions have $1.16B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 70 reducing their positions, and 16 closing their positions.

Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
4.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
24
Increased
50
Reduced
70
Closed
16
Calls
$311K
Puts
–
Net Calls
+$311K
Net Calls Change
+$311K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$27.9M
2
SPIA
2
Steward Partners Investment Advisory
New York
$16.9M
3
Creative Planning
3
Creative Planning
Kansas
$21.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.52M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$22.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$109M
3
PV
3
Private Vista
Illinois
$20.3M
4
CI
4
CX Institutional
Indiana
$7.64M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$229M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$229M 2,432,315 -40,408 -2%
Morgan Stanley
2
Morgan Stanley
New York
$109M 1,154,548 -103,692 -8%
RIG
3
RiverFront Investment Group
Virginia
$87.5M 929,028 -11,433 -1%
GW
4
GW & Wade
Massachusetts
$64.9M 689,334 -34,817 -5%
Bank of America
5
Bank of America
North Carolina
$55M 583,850 -17,214 -3%
UBS Group
6
UBS Group
Switzerland
$28.7M 304,293 -5,635 -2%
EWM
7
Evercore Wealth Management
New York
$28.4M 301,647 -26,139 -8%
Goldman Sachs
8
Goldman Sachs
New York
$27.9M 296,252 +72,335 +32%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$25.9M 274,711 +1,898 +0.7%
RJA
10
Raymond James & Associates
Florida
$24.4M 259,227 -6,093 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$23.2M 246,325 +4,375 +2%
SWP
12
Stratos Wealth Partners
Ohio
$22.5M 238,655 +18,358 +8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$22.3M 236,157 -193,079 -45%
Creative Planning
14
Creative Planning
Kansas
$21.4M 227,325 +38,196 +20%
PV
15
Private Vista
Illinois
$20.3M 215,751 -50,628 -19%
Ameriprise
16
Ameriprise
Minnesota
$20.3M 215,377 +18,637 +9%
RCIM
17
Red Cedar Investment Management
Michigan
$18.5M 192,391 -7,977 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$18.2M 193,655 +31,902 +20%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$17M 180,013 +20,520 +13%
SPIA
20
Steward Partners Investment Advisory
New York
$16.9M 178,900 +65,267 +57%
Wells Fargo
21
Wells Fargo
California
$16.8M 178,032 -866 -0.5%
LPL Financial
22
LPL Financial
California
$15.4M 163,258 -38,057 -19%
CCA
23
Clearwater Capital Advisors
Illinois
$13.1M 138,932 -5,746 -4%
TCPWM
24
Traverso Chambers Private Wealth Management
California
$13M 137,460 +1,552 +1%
GLLW
25
Graves Light Lenhart Wealth
Virginia
$10.6M 112,603 +4,676 +4%
1
2 3 4 5