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WisdomTree US LargeCap Dividend Fund
DLN

305 hedge funds and large institutions have $1.98B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 81 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,050% more call options, than puts

Call options by funds: $243K | Put options by funds: $2K

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

31% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 81

20% more funds holding in top 10

Funds holding in top 10: 10 → 12 (+2)

6% more funds holding

Funds holding: 289 → 305 (+16)

2.14% more ownership

Funds ownership: 55.85% → 57.99% (+2.1%)

5% more capital invested

Capital invested by funds: $1.89B → $1.98B (+$90.4M)

Holders
305
Holders Change
+16
Holders Change %
+5.54%
% of All Funds
4.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
30
Increased
106
Reduced
81
Closed
10
Calls
$243K
Puts
$2K
Net Calls
+$241K
Net Calls Change
-$182K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$20.6M
2
LPL Financial
LPL Financial
California
+$14.6M
3
TFA
Tobias Financial Advisors
Florida
+$13.8M
4
PWMG
Prestige Wealth Management Group
New Jersey
+$11.2M
5
Stifel Financial
Stifel Financial
Missouri
+$8.32M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$8.97M
2
SWP
ShoreHaven Wealth Partners
New Jersey
-$8.12M
3
AP
Advisors Preferred
Maryland
-$6.33M
4
MFP
Meridian Financial Partners
Virginia
-$2.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCMW
226
Northern Capital Management (Washington)
Washington
$254K – – –
WCG
227
Weaver Consulting Group
California
$253K – – –
JWBC
228
J.W. Burns & Co
New York
$246K – – –
LGA
229
Lebenthal Global Advisors
New York
$246K +$65 +1 +0%
FCI
230
Financial Counselors Inc
Kansas
$245K -$6.73K -104 -3%
RF
231
Rollins Financial
Georgia
$241K -$62.8K -970 -21%
SSWG
232
Seven Springs Wealth Group
Tennessee
$237K – – –
E
233
ETFidea
New York
$237K -$74.2K -1,146 -24%
CCM
234
Carlson Capital Management
Minnesota
$231K – – –
PFS
235
Prospera Financial Services
Texas
$230K – – –
VA
236
Valmark Advisers
Ohio
$230K +$227K +3,504 New
PO
237
Private Ocean
California
$225K – – –
AP
238
Adero Partners
California
$222K – – –
CTFG
239
Capstone Triton Financial Group
Oklahoma
$220K -$324 -5 -0.1%
PWP
240
Perfromance Wealth Partners
Illinois
$212K – – –
BHIA
241
Birch Hill Investment Advisors
Massachusetts
$210K – – –
MA
242
MCF Advisors
Kentucky
$197K +$194K +3,000 New
IA
243
IFP Advisors
Florida
$176K +$79.1K +1,222 +167%
AA
244
Ancora Advisors
Ohio
$173K – – –
AIP
245
Ahrens Investment Partners
Louisiana
$171K +$5.18K +80 +3%
PP
246
Pacifica Partners
Canada
$162K – – –
PA
247
PSI Advisors
Florida
$154K -$43.6K -674 -22%
SWM
248
Spire Wealth Management
Virginia
$142K -$1.1M -16,996 -89%
WTA
249
Washington Trust Advisors
Massachusetts
$139K -$13.6K -210 -9%
BC
250
Bartlett & Co
Ohio
$125K +$123K +1,900 New
8 9
10
11 12

DLN Hedge Fund Activity: Q1 2022 in Review

305 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2022, worth a combined $1.98B — up 4.8% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DLN positions and 10 closed out — a net gain of 20 holders — while 106 added to existing stakes and 81 trimmed.

The largest buyer was Ameriprise, adding an estimated $20.6M. The largest seller was Bank of America, cutting an estimated $8.97M.

  • 305 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2022, up from 289 in Q4 2021.
  • Funds reported $1.98B of WisdomTree US LargeCap Dividend Fund stock for Q1 2022, up 4.8% quarter-over-quarter.
  • 30 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2022 and 10 closed out, a net change of +20 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2022 was Ameriprise, an estimated $20.6M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2022 was Bank of America, an estimated $8.97M sold.

Based on aggregated 13F filings for Q1 2022.