DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

Overview Fund Activity

323 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 81 reducing their positions, and 16 closing their positions.

Holders
323
Holders Change
+19
Holders Change %
+6.25%
% of All Funds
5.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.22%
New
38
Increased
100
Reduced
81
Closed
16
Calls
$396K
Puts
$6K
Net Calls
+$390K
Net Calls Change
+$149K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$61.4M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$25.1M
3
Ameriprise
3
Ameriprise
Minnesota
$107M
4
OCM
4
One Capital Management
California
$14M
5
Creative Planning
5
Creative Planning
Kansas
$78.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.8M
2
MFP
2
Meridian Financial Partners
Virginia
$3.47M
3
CWM
3
Circle Wealth Management
New Jersey
$3.05M
4
AWS
4
Atria Wealth Solutions
New York
$5.72M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$90K
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$242M 4,097,061 -2,767 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$172M 2,912,255 -6,969 -0.2%
LPL Financial
3
LPL Financial
California
$110M 1,862,771 -21,792 -1%
Ameriprise
4
Ameriprise
Minnesota
$107M 1,806,535 +311,130 +21%
Bank of America
5
Bank of America
North Carolina
$101M 1,706,703 +90,848 +6%
GW
6
GW & Wade
Massachusetts
$88.3M 1,493,241 +87,715 +6%
Creative Planning
7
Creative Planning
Kansas
$78.9M 1,335,790 +228,697 +21%
UBS Group
8
UBS Group
Switzerland
$64.6M 1,092,782 +71,278 +7%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$61.4M 1,038,300 +1,038,300 New
EWM
10
Evercore Wealth Management
New York
$55.3M 935,535 +43,240 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$41.6M 704,513 +68,306 +11%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$35.4M 599,796 +4,530 +0.8%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$32.6M 552,358 +12,336 +2%
RWP
14
Revolve Wealth Partners
New Jersey
$32.4M 547,373 +17,704 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$32.3M 547,091 -20,563 -4%
SWP
16
Stratos Wealth Partners
Ohio
$30.2M 510,812 -11,482 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$28.7M 485,716 +15,532 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$27.8M 469,893 +3,245 +0.7%
AWA
19
Amplius Wealth Advisors
Pennsylvania
$25.1M 424,887 +403,914 +1,926%
Wells Fargo
20
Wells Fargo
California
$23.6M 399,365 +34,951 +10%
GVAG
21
Great Valley Advisor Group
Delaware
$21.2M 359,382 +123,900 +53%
IWP
22
IAG Wealth Partners
Wisconsin
$20.1M 339,423 +13,991 +4%
MHS
23
M Holdings Securities
Oregon
$18.9M 320,310 -448 -0.1%
RJA
24
Raymond James & Associates
Florida
$16.4M 277,357 +30,767 +12%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$15.5M 261,483 +2,830 +1%
1
2 3 4 5