WisdomTree US LargeCap Dividend Fund
DLN
364 hedge funds and large institutions have $2.58B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 22 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 109
0.02% less ownership
Funds ownership: 64.86% → 64.84% (-0.02%)
1% less capital invested
Capital invested by funds: $2.6B → $2.58B (-$23.4M)
9% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 22
2% less funds holding
Funds holding: 371 → 364 (-7)
29% less funds holding in top 10
Funds holding in top 10: 14 → 10 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$49M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$11.9M |
| 3 |
RVPG
Relative Value Partners Group
|
+$10M |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$4.41M |
| 5 |
Bank of New York Mellon
New York
|
+$4.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$18M |
| 2 |
JP Morgan Chase
New York
|
-$12.1M |
| 3 |
WWM
Waterway Wealth Management
The Woodlands,
Texas
|
-$10.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$9.05M |
| 5 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$6.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
376
Flow Traders U.S.
New York
| – | -$382K | -5,289 | Closed |
|
|
PW
377
Peninsula Wealth
San Francisco,
California
| – | -$337K | -4,662 | Closed |
|
|
IFG
378
Independent Financial Group
San Diego,
California
| – | -$283K | -3,922 | Closed |
|
|
W
379
Wealthquest
Cincinnati,
Ohio
| – | -$267K | -3,700 | Closed |
|
|
E
380
ETFidea
Syracuse,
New York
| – | -$236K | -3,264 | Closed |
|
|
LNC
381
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$232K | -3,217 | Closed |
|
|
KCIC
382
Kuhn & Co Investment Counsel
Chicago,
Illinois
| – | -$222K | -3,070 | Closed |
|
|
EF
383
Empowered Funds
Havertown,
Pennsylvania
| – | -$215K | -2,980 | Closed |
|
|
EWA
384
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| – | -$201K | -2,788 | Closed |
|
|
IGWM
385
ICA Group Wealth Management
Denver,
Colorado
| – | -$58.2K | -806 | Closed |
|
|
PP
386
Pacifica Partners
Surrey,
Canada
| – | -$55.8K | -784 | Closed |
|
387
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$33.9K | -470 | Closed |
|
388
BNP Paribas Financial Markets
Paris,
France
| – | -$25.1K | -348 | Closed |
|
DLN Hedge Fund Activity: Q2 2024 in Review
364 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2024, worth a combined $2.58B — down 0.9% from $2.6B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of DLN and 20 opened new positions — a net loss of 2 holders — while 109 trimmed existing stakes and 114 added.
The largest buyer was Clearstead Advisors, adding an estimated $49M. The largest seller was Ameriprise, cutting an estimated $18M.
- 364 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2024, down from 371 in Q1 2024.
- Funds reported $2.58B of WisdomTree US LargeCap Dividend Fund stock for Q2 2024, down 0.9% quarter-over-quarter.
- 20 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2024 and 22 closed out, a net change of -2 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2024 was Clearstead Advisors, an estimated $49M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2024 was Ameriprise, an estimated $18M sold.
Based on aggregated 13F filings for Q2 2024.