WisdomTree US LargeCap Dividend Fund
371 hedge funds and large institutions have $2.6B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 21 closing their positions.
57% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 21
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
2% more funds holding
Funds holding: 365 → 371 (+6)
1% more capital invested
Capital invested by funds: $2.58B → $2.6B (+$18M)
12.96% less ownership
Funds ownership: 77.83% → 64.86% (-13%)
19% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 125
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$149M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$29.7M |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$17.9M |
| 4 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$13M |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$9.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$190M |
| 2 |
LPL Financial
San Diego,
California
|
-$27.6M |
| 3 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$22.5M |
| 4 |
Bank of New York Mellon
New York
|
-$11.5M |
| 5 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
-$8.95M |
DLN Hedge Fund Activity: Q1 2024 in Review
371 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2024, worth a combined $2.6B — up 0.7% from $2.58B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new DLN positions and 21 closed out — a net gain of 12 holders — while 101 added to existing stakes and 125 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $149M. The largest seller was Morgan Stanley, cutting an estimated $190M.
- 371 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2024, up from 365 in Q4 2023.
- Funds reported $2.6B of WisdomTree US LargeCap Dividend Fund stock for Q1 2024, up 0.7% quarter-over-quarter.
- 33 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2024 and 21 closed out, a net change of +12 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2024 was Focus Partners Wealth, an estimated $149M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $190M sold.
Based on aggregated 13F filings for Q1 2024.