WisdomTree US LargeCap Dividend Fund
DLN
324 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, 101 increasing their positions, 81 reducing their positions, and 16 closing their positions.
6,500% more call options, than puts
Call options by funds: $396K | Put options by funds: $6K
138% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 16
25% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 81
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
6% more funds holding
Funds holding: 305 → 324 (+19)
1.39% more ownership
Funds ownership: 57.99% → 59.38% (+1.4%)
1% less capital invested
Capital invested by funds: $1.98B → $1.96B (-$11.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$65.3M |
| 2 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$25.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.6M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$14.5M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.57M |
| 2 |
CWM
Circle Wealth Management
Summit,
New Jersey
|
-$3.18M |
| 3 |
MFP
Meridian Financial Partners
Warrenton,
Virginia
|
-$3.17M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$2.63M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$2.33M |
DLN Hedge Fund Activity: Q2 2022 in Review
324 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2022, worth a combined $1.96B — down 0.6% from $1.98B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new DLN positions and 16 closed out — a net gain of 22 holders — while 101 added to existing stakes and 81 trimmed.
The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $65.3M. The largest seller was Goldman Sachs, cutting an estimated $3.57M.
- 324 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2022, up from 305 in Q1 2022.
- Funds reported $1.96B of WisdomTree US LargeCap Dividend Fund stock for Q2 2022, down 0.6% quarter-over-quarter.
- 38 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2022 and 16 closed out, a net change of +22 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2022 was Mirae Asset Global Investments, an estimated $65.3M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2022 was Goldman Sachs, an estimated $3.57M sold.
Based on aggregated 13F filings for Q2 2022.