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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
FCA
301
FinTrust Capital Advisors
South Carolina
$227K – – –
TIA
302
Tiemann Investment Advisors
California
$222K – – –
DFS
303
Dixon Fnancial Services
California
$221K +$1.06K +14 +0.5%
FFN
304
Focus Financial Network
Minnesota
$221K – – –
Vanguard Group
305
Vanguard Group
Pennsylvania
$220K – – –
AWA
306
Arkadios Wealth Advisors
Georgia
$220K +$1.13K +15 +0.5%
MWM
307
Modern Wealth Management
Kansas
$219K +$211K +2,794 New
CIC
308
Carnegie Investment Counsel
Ohio
$219K – – –
NS
309
NBC Securities
Alabama
$215K +$10.3K +137 +5%
PIM
310
Pullen Investment Management
Florida
$214K +$205K +2,722 New
NCMW
311
Northern Capital Management (Washington)
Washington
$213K +$205K +2,714 New
GC
312
Garde Capital
Washington
$212K – – –
BFW
313
Brady Family Wealth
Missouri
$209K +$200K +2,655 New
ONB
314
Old National Bancorp
Indiana
$202K -$17.7K -235 -8%
EDRH
315
Edmond de Rothschild Holding
Switzerland
$195K – – –
SWM
316
Spire Wealth Management
Virginia
$170K – – –
RBC
317
Roble Belko & Company
Pennsylvania
$157K – – –
Bank of Montreal
318
Bank of Montreal
Ontario, Canada
$151K +$151 +2 +0.1%
Franklin Resources
319
Franklin Resources
California
$135K – – –
CIBC Private Wealth Group
320
CIBC Private Wealth Group
Georgia
$116K – – –
JEST
321
JTC Employer Solutions Trustee
Jersey
$115K – – –
S
322
SignatureFD
Georgia
$114K +$1.51K +20 +1%
CFO
323
CVA Family Office
Colorado
$112K – – –
WTA
324
Washington Trust Advisors
Massachusetts
$104K – – –
OSAM
325
O'Shaughnessy Asset Management
Connecticut
$98.1K – – –
11 12
13
14 15

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.