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WisdomTree US LargeCap Dividend Fund
DLN

376 hedge funds and large institutions have $2.57B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

11% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 104

3% more funds holding

Funds holding: 364 → 376 (+12)

0% less capital invested

Capital invested by funds: $2.58B → $2.57B (-$10M)

5.5% less ownership

Funds ownership: 64.84% → 59.35% (-5.5%)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
376
Holders Change
+12
Holders Change %
+3.3%
% of All Funds
5.4%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
35
Increased
115
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GVAG
Great Valley Advisor Group
Delaware
+$7.66M
2
FW
Fairway Wealth
Ohio
+$5.23M
3
Morgan Stanley
Morgan Stanley
New York
+$4.63M
4
BBHC
Brown Brothers Harriman & Co
New York
+$3.88M
5
RJA
Raymond James & Associates
Florida
+$3.35M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$165M
2
Bank of America
Bank of America
North Carolina
-$26.1M
3
LPL Financial
LPL Financial
California
-$16M
4
LSPW
Lake Street Private Wealth
Illinois
-$10.3M
5
GLLW
Graves Light Lenhart Wealth
Virginia
-$4.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
226
Willow Creek Wealth Management
California
$425K -$20.1K -267 -5%
MA
227
Mutual Advisors
Nebraska
$424K +$19.2K +255 +5%
ST
228
Spinnaker Trust
Maine
$421K – – –
GWAG
229
Garrett Wealth Advisory Group
Texas
$421K +$15.5K +205 +4%
FHC
230
First Heartland Consultants
Missouri
$420K -$195K -2,580 -33%
CWM
231
Cornerstone Wealth Management
Missouri
$417K -$3.85K -51 -1%
AWM
232
AE Wealth Management
Kansas
$415K +$78.6K +1,042 +25%
FTDI
233
First Trust Direct Indexing
Massachusetts
$401K – – –
NB
234
Nicolet Bankshares
Wisconsin
$399K – – –
SCTC
235
Sanibel Captiva Trust Company
Florida
$392K +$377K +4,990 New
MWM
236
Marion Wealth Management
Pennsylvania
$384K – – –
CC
237
Courier Capital
New York
$376K – – –
RSWA
238
Robinson Smith Wealth Advisors
Maine
$374K – – –
SL
239
Salomon & Ludwin
Virginia
$374K – – –
GEA
240
Glen Eagle Advisors
New Jersey
$371K +$15.5K +205 +5%
SLT
241
St Louis Trust
Missouri
$371K – – –
CIA
242
Choate Investment Advisors
Massachusetts
$370K – – –
RG
243
Rathbones Group
United Kingdom
$369K – – –
RJT
244
Raymond James Trust
Florida
$369K -$30.8K -408 -8%
Brown Advisory
245
Brown Advisory
Maryland
$367K – – –
PWM
246
Perigon Wealth Management
California
$365K +$350K +4,644 New
AAS
247
Ameritas Advisory Services
Nebraska
$365K +$679 +9 +0.2%
NFA
248
Northwest Financial Advisors
Virginia
$360K -$6.41K -85 -2%
WIP
249
WealthCare Investment Partners
Rhode Island
$344K +$332K +4,398 New
C
250
Certuity
Florida
$331K – – –
8 9
10
11 12

DLN Hedge Fund Activity: Q3 2024 in Review

376 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q3 2024, worth a combined $2.57B — down 0.39% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DLN positions and 18 closed out — a net gain of 17 holders — while 115 added to existing stakes and 104 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $7.66M. The largest seller was Focus Partners Wealth, cutting an estimated $165M.

  • 376 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q3 2024, up from 364 in Q2 2024.
  • Funds reported $2.57B of WisdomTree US LargeCap Dividend Fund stock for Q3 2024, down 0.39% quarter-over-quarter.
  • 35 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q3 2024 and 18 closed out, a net change of +17 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q3 2024 was Great Valley Advisor Group, an estimated $7.66M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q3 2024 was Focus Partners Wealth, an estimated $165M sold.

Based on aggregated 13F filings for Q3 2024.