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WisdomTree US LargeCap Dividend Fund
DLN

305 hedge funds and large institutions have $1.98B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 81 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,050% more call options, than puts

Call options by funds: $243K | Put options by funds: $2K

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

31% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 81

20% more funds holding in top 10

Funds holding in top 10: 10 → 12 (+2)

6% more funds holding

Funds holding: 289 → 305 (+16)

2.14% more ownership

Funds ownership: 55.85% → 57.99% (+2.1%)

5% more capital invested

Capital invested by funds: $1.89B → $1.98B (+$90.4M)

Holders
305
Holders Change
+16
Holders Change %
+5.54%
% of All Funds
4.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
30
Increased
106
Reduced
81
Closed
10
Calls
$243K
Puts
$2K
Net Calls
+$241K
Net Calls Change
-$182K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$20.6M
2
LPL Financial
LPL Financial
California
+$14.6M
3
TFA
Tobias Financial Advisors
Florida
+$13.8M
4
PWMG
Prestige Wealth Management Group
New Jersey
+$11.2M
5
Stifel Financial
Stifel Financial
Missouri
+$8.32M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$8.97M
2
SWP
ShoreHaven Wealth Partners
New Jersey
-$8.12M
3
AP
Advisors Preferred
Maryland
-$6.33M
4
MFP
Meridian Financial Partners
Virginia
-$2.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
DHGWA
276
Dixon Hughes Goodman Wealth Advisors
North Carolina
$47K +$46K +710 New
COCM
277
Charter Oak Capital Management
New Hampshire
$45K +$2.01K +31 +5%
FHA
278
First Horizon Advisors
Tennessee
$44K – – –
RIM
279
Rockbridge Investment Management
New York
$41.2K -$1.81K -28 -4%
GWS
280
Glassman Wealth Services
Virginia
$37K – – –
National Bank of Canada
281
National Bank of Canada
Quebec, Canada
$35K – – –
TRCT
282
Tower Research Capital (TRC)
New York
$31K -$514K -7,939 -94%
CFD
283
Creative Financial Designs
Indiana
$31K – – –
VNA
284
Valley National Advisers
Pennsylvania
$27K – – –
CFGS
285
Concourse Financial Group Securities
Alabama
$27K +$15.4K +238 +143%
CA
286
Clearstead Advisors
Ohio
$26K +$65 +1 +0.3%
GWSG
287
GPS Wealth Strategies Group
Colorado
$25K +$65 +1 +0.3%
SCA
288
Stonebridge Capital Advisors
Minnesota
$23K – – –
CDIA
289
Capital Directions Investment Advisors
Georgia
$23K +$22.7K +350 New
BBHC
290
Brown Brothers Harriman & Co
New York
$22K +$21.2K +328 New
CAL
291
Capital Advisors Ltd
Ohio
$21K – – –
ACA
292
Aptus Capital Advisors
Alabama
$20K +$19.4K +300 New
OCM
293
Orion Capital Management
California
$17K – – –
BLC
294
Brown, Lisle/Cummings
Rhode Island
$16.4K – – –
UB
295
UMB Bank
Missouri
$16K +$15.9K +246 New
AWM
296
Aspire Wealth Management
Massachusetts
$14K +$65 +1 +0.5%
SIC
297
SJS Investment Consulting
Ohio
$12K – – –
JFA
298
JNBA Financial Advisors
Minnesota
$9K -$3.04K -47 -25%
CCM
299
Cribstone Capital Management
Maine
$8K – – –
SIS
300
Sound Income Strategies
Florida
$7K – – –
9 10 11
12
13

DLN Hedge Fund Activity: Q1 2022 in Review

305 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2022, worth a combined $1.98B — up 4.8% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DLN positions and 10 closed out — a net gain of 20 holders — while 106 added to existing stakes and 81 trimmed.

The largest buyer was Ameriprise, adding an estimated $20.6M. The largest seller was Bank of America, cutting an estimated $8.97M.

  • 305 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2022, up from 289 in Q4 2021.
  • Funds reported $1.98B of WisdomTree US LargeCap Dividend Fund stock for Q1 2022, up 4.8% quarter-over-quarter.
  • 30 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2022 and 10 closed out, a net change of +20 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2022 was Ameriprise, an estimated $20.6M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2022 was Bank of America, an estimated $8.97M sold.

Based on aggregated 13F filings for Q1 2022.