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WisdomTree US LargeCap Dividend Fund
DLN

254 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

13% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 70

4% more funds holding

Funds holding: 245 → 254 (+9)

3% more capital invested

Capital invested by funds: $1.61B → $1.66B (+$53.9M)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

2.24% less ownership

Funds ownership: 114.38% → 112.14% (-2.2%)

Holders
254
Holders Change
+9
Holders Change %
+3.67%
% of All Funds
4.42%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
24
Increased
79
Reduced
70
Closed
11
Calls
$674K
Puts
–
Net Calls
+$674K
Net Calls Change
+$11.6M

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.53M
2
CS
Comerica Securities
Michigan
+$4.4M
3
Ameriprise
Ameriprise
Minnesota
+$3.34M
4
GVAG
Great Valley Advisor Group
Delaware
+$3.12M
5
CCM
Coldstream Capital Management
Washington
+$3.05M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$8.95M
3
Creative Planning
Creative Planning
Kansas
-$6.04M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$4.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
251
Capital Investment Advisory Services
North Carolina
$4K – – –
RTC
252
Riverview Trust Company
Washington
$3K – – –
TRCT
253
Tower Research Capital (TRC)
New York
$2K – – –
AA
254
Addison Advisors
Vermont
$1K +$596 +10 New
BU
255
BBVA USA
Alabama
$1K +$1.31K +22 New
VFA
256
Voya Financial Advisors
Connecticut
– -$2.39M -41,686 Closed
FTUS
257
Flow Traders U.S.
New York
– -$593K -9,952 Closed
DW
258
Domani Wealth
Pennsylvania
– -$286K -4,994 Closed
GAM
259
Grandview Asset Management
Pennsylvania
– -$272K -4,750 Closed
CBT
260
Capital Bank & Trust
California
– -$227K -3,952 Closed
WAP
261
Wealthcare Advisory Partners
Pennsylvania
– -$89K -1,554 Closed
TCWM
262
Total Clarity Wealth Management
Illinois
– -$16K -286 Closed
BW
263
Bison Wealth
Georgia
– -$13K -234 Closed
SFS
264
Sowell Financial Services
Arkansas
– -$10K -158 Closed
RWB
265
RMR Wealth Builders
New Jersey
– -$5K -94 Closed
GI
266
Gradient Investments
Minnesota
– -$5K -92 Closed
7 8 9 10
11

DLN Hedge Fund Activity: Q2 2021 in Review

254 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2021, worth a combined $1.66B — up 3.4% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DLN positions and 11 closed out — a net gain of 13 holders — while 79 added to existing stakes and 70 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.53M. The largest seller was Bank of America, cutting an estimated $10.5M.

  • 254 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2021, up from 245 in Q1 2021.
  • Funds reported $1.66B of WisdomTree US LargeCap Dividend Fund stock for Q2 2021, up 3.4% quarter-over-quarter.
  • 24 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2021 and 11 closed out, a net change of +13 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2021 was LPL Financial, an estimated $4.53M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2021 was Bank of America, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2021.