WisdomTree US LargeCap Dividend Fund
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$7.66M |
| 2 |
FW
Fairway Wealth
Independence,
Ohio
|
+$5.23M |
| 3 |
Morgan Stanley
New York
|
+$4.63M |
| 4 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$3.88M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$165M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$26.1M |
| 3 |
LPL Financial
San Diego,
California
|
-$16M |
| 4 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
-$10.3M |
| 5 |
GLLW
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
-$4.47M |
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.