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WisdomTree US LargeCap Dividend Fund
DLN

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
376
Holders Change
+12
Holders Change %
+3.3%
% of All Funds
5.4%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
35
Increased
115
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GVAG
Great Valley Advisor Group
Delaware
+$7.66M
2
FW
Fairway Wealth
Ohio
+$5.23M
3
Morgan Stanley
Morgan Stanley
New York
+$4.63M
4
BBHC
Brown Brothers Harriman & Co
New York
+$3.88M
5
RJA
Raymond James & Associates
Florida
+$3.35M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$165M
2
Bank of America
Bank of America
North Carolina
-$26.1M
3
LPL Financial
LPL Financial
California
-$16M
4
LSPW
Lake Street Private Wealth
Illinois
-$10.3M
5
GLLW
Graves Light Lenhart Wealth
Virginia
-$4.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
276
Sheets Smith Wealth Management
North Carolina
$280K +$377 +5 +0.1%
EWA
277
Etesian Wealth Advisors
Oregon
$276K +$266K +3,519 New
PFS
278
Prospera Financial Services
Texas
$275K – – –
LFAS
279
Level Four Advisory Services
Texas
$273K – – –
CTWM
280
Cherry Tree Wealth Management
Minnesota
$267K – – –
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$266K +$679 +9 +0.3%
EAM
282
Empirical Asset Management
Massachusetts
$265K -$52.8K -700 -6%
SP
283
Stonebrook Private
Michigan
$264K +$151 +2 +0.1%
VC
284
Vicus Capital
Pennsylvania
$257K -$151 -2 -0.1%
FPAS
285
Focus Partners Advisor Solutions
Missouri
$252K -$30.6K -405 -11%
WCG
286
Weaver Consulting Group
California
$252K -$7.55K -100 -3%
BHIA
287
Birch Hill Investment Advisors
Massachusetts
$251K – – –
CAL
288
Capital Analysts LLC
Pennsylvania
$251K +$1.21K +16 +0.5%
AA
289
Ancora Advisors
Ohio
$248K – – –
GWSG
290
GPS Wealth Strategies Group
Colorado
$247K +$151 +2 +0.1%
MIM
291
MTM Investment Management
South Carolina
$246K – – –
MSA
292
Marino Stram & Associates
Massachusetts
$242K – – –
FC
293
Fusion Capital
South Carolina
$241K – – –
BJL
294
Brighton Jones LLC
Washington
$238K -$123K -1,627 -35%
MA
295
MCF Advisors
Kentucky
$236K – – –
UWM
296
USAdvisors Wealth Management
Minnesota
$234K +$226K +2,992 New
HI
297
Harbour Investments
Wisconsin
$231K – – –
PWP
298
Perfromance Wealth Partners
Illinois
$231K – – –
CAG
299
Csenge Advisory Group
Florida
$229K – – –
ES
300
Eagle Strategies
New York
$227K +$219K +2,896 New
10 11
12
13 14

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.