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WisdomTree US LargeCap Dividend Fund
DLN

338 hedge funds and large institutions have $2.11B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 110 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

2% more funds holding

Funds holding: 333 → 338 (+5)

1.13% more ownership

Funds ownership: 60.78% → 61.9% (+1.1%)

7% less capital invested

Capital invested by funds: $2.27B → $2.11B (-$164M)

20% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 110

Holders
338
Holders Change
+5
Holders Change %
+1.5%
% of All Funds
5.39%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
32
Increased
88
Reduced
110
Closed
21
Calls
$1.01M
Puts
–
Net Calls
+$1.01M
Net Calls Change
-$112K

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$13.9M
2
JP Morgan Chase
JP Morgan Chase
New York
+$12M
3
GW
GW & Wade
Massachusetts
+$7.48M
4
SP
Sarasin & Partners
United Kingdom
+$4.92M
5
HHRDM
H&H Retirement Design & Management
Nevada
+$4.59M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$64.3M
2
Bank of America
Bank of America
North Carolina
-$25.5M
3
Ameriprise
Ameriprise
Minnesota
-$19.7M
4
OCM
One Capital Management
California
-$15.5M
5
RJA
Raymond James & Associates
Florida
-$12.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
251
Sheets Smith Wealth Management
North Carolina
$234K +$234K +3,776 New
CTFG
252
Capstone Triton Financial Group
Oklahoma
$233K +$310 +5 +0.1%
JWBC
253
J.W. Burns & Co
New York
$232K – – –
W
254
Wealthquest
Ohio
$229K – – –
PWA
255
PCG Wealth Advisors
Kansas
$228K +$229K +3,690 New
MIM
256
MTM Investment Management
South Carolina
$227K – – –
SSWG
257
Seven Springs Wealth Group
Tennessee
$223K – – –
DAS
258
Dynamic Advisor Solutions
Arizona
$221K +$221K +3,567 New
E
259
ETFidea
New York
$220K – – –
LFAS
260
Level Four Advisory Services
Texas
$219K – – –
WWM
261
Western Wealth Management
Colorado
$219K +$3.1K +50 +1%
PFS
262
Prospera Financial Services
Texas
$217K -$194K -3,120 -47%
TF
263
TIAA FSB
Florida
$216K -$7.32K -118 -3%
VA
264
Valmark Advisers
Ohio
$213K +$186 +3 +0.1%
PO
265
Private Ocean
California
$212K – – –
ONB
266
Old National Bancorp
Indiana
$207K – – –
MOS
267
MGO One Seven
Ohio
$206K – – –
AWM
268
AE Wealth Management
Kansas
$205K +$206K +3,313 New
IFG
269
Independent Financial Group
California
$205K -$8.38K -135 -4%
AA
270
Ancora Advisors
Ohio
$195K – – –
MA
271
MCF Advisors
Kentucky
$186K – – –
AIP
272
Ahrens Investment Partners
Louisiana
$180K +$181K +2,910 New
HI
273
Harbour Investments
Wisconsin
$168K – – –
PP
274
Pacifica Partners
Canada
$157K – – –
CSPIA
275
Cary Street Partners Investment Advisory
Virginia
$140K – – –
9 10
11
12 13

DLN Hedge Fund Activity: Q1 2023 in Review

338 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2023, worth a combined $2.11B — down 7.2% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DLN positions and 21 closed out — a net gain of 11 holders — while 88 added to existing stakes and 110 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $13.9M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $64.3M sold.

  • 338 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2023, up from 333 in Q4 2022.
  • Funds reported $2.11B of WisdomTree US LargeCap Dividend Fund stock for Q1 2023, down 7.2% quarter-over-quarter.
  • 32 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2023 and 21 closed out, a net change of +11 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2023 was Rockefeller Capital Management, an estimated $13.9M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2023 was Mirae Asset Global Investments, an estimated $64.3M sold.

Based on aggregated 13F filings for Q1 2023.