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WisdomTree US LargeCap Dividend Fund
DLN

364 hedge funds and large institutions have $2.58B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 109

0.02% less ownership

Funds ownership: 64.86% → 64.84% (-0.02%)

1% less capital invested

Capital invested by funds: $2.6B → $2.58B (-$23.4M)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

2% less funds holding

Funds holding: 371 → 364 (-7)

29% less funds holding in top 10

Funds holding in top 10: 14 → 10 (-4)

Holders
364
Holders Change
-7
Holders Change %
-1.89%
% of All Funds
5.26%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
20
Increased
114
Reduced
109
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Clearstead Advisors
Ohio
+$49M
2
Wells Fargo
Wells Fargo
California
+$11.9M
3
RVPG
Relative Value Partners Group
+$10M
4
GVAG
Great Valley Advisor Group
Delaware
+$4.41M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.03M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$18M
2
JP Morgan Chase
JP Morgan Chase
New York
-$12.1M
3
WWM
Waterway Wealth Management
Texas
-$10.3M
4
Bank of America
Bank of America
North Carolina
-$9.05M
5
BHB
Bank Hapoalim BM
Israel
-$6.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
251
Valmark Advisers
Ohio
$295K +$76.6K +1,076 +36%
LFS
252
Lutz Financial Services
Nebraska
$294K – – –
KLI
253
Kelman-Lazarov Inc
Tennessee
$293K -$3.42K -48 -1%
IF
254
Intrua Financial
Texas
$291K +$1.35K +19 +0.5%
RT
255
Rockland Trust
Massachusetts
$290K -$49.8K -700 -15%
UCFA
256
United Capital Financial Advisors
Texas
$289K -$34.6K -486 -11%
CSPIA
257
Cary Street Partners Investment Advisory
Virginia
$286K – – –
LFG
258
Larson Financial Group
Missouri
$284K +$278K +3,906 New
PWP
259
Precedent Wealth Partners
Texas
$282K – – –
SMC
260
Smith, Moore & Co
Missouri
$281K – – –
HNB
261
Huntington National Bank
Ohio
$281K – – –
DWP
262
Daymark Wealth Partners
Ohio
$278K – – –
BPA
263
Beacon Pointe Advisors
California
$277K +$9.46K +133 +4%
IA
264
Insight Advisors
Pennsylvania
$274K -$3.34K -47 -1%
MIAS
265
Mason Investment Advisory Services
Virginia
$273K +$1.56K +22 +0.6%
JWBC
266
J.W. Burns & Co
New York
$273K – – –
FFS
267
Founders Financial Securities
Maryland
$263K +$257K +3,618 New
FPAS
268
Focus Partners Advisor Solutions
Missouri
$263K -$43.3K -609 -14%
SSWG
269
Seven Springs Wealth Group
Tennessee
$262K – – –
SFI
270
SPC Financial Inc
Maryland
$262K +$256K +3,600 New
MC
271
Moors & Cabot
Massachusetts
$261K +$12K +169 +5%
EFG
272
Ethos Financial Group
Pennsylvania
$259K -$47.7K -670 -16%
SSWM
273
Sheets Smith Wealth Management
North Carolina
$259K +$142 +2 +0.1%
PFS
274
Prospera Financial Services
Texas
$255K – – –
LFAS
275
Level Four Advisory Services
Texas
$254K – – –
9 10
11
12 13

DLN Hedge Fund Activity: Q2 2024 in Review

364 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2024, worth a combined $2.58B — down 0.9% from $2.6B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of DLN and 20 opened new positions — a net loss of 2 holders — while 109 trimmed existing stakes and 114 added.

The largest buyer was Clearstead Advisors, adding an estimated $49M. The largest seller was Ameriprise, cutting an estimated $18M.

  • 364 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2024, down from 371 in Q1 2024.
  • Funds reported $2.58B of WisdomTree US LargeCap Dividend Fund stock for Q2 2024, down 0.9% quarter-over-quarter.
  • 20 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2024 and 22 closed out, a net change of -2 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2024 was Clearstead Advisors, an estimated $49M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2024 was Ameriprise, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2024.