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WisdomTree US LargeCap Dividend Fund
DLN

240 hedge funds and large institutions have $1.5B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

17% more capital invested

Capital invested by funds: $1.28B → $1.5B (+$213M)

10% more funds holding

Funds holding: 218 → 240 (+22)

1.28% more ownership

Funds ownership: 113.14% → 114.41% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 63

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

90% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $11.2M

Holders
240
Holders Change
+22
Holders Change %
+10.09%
% of All Funds
4.25%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
41
Increased
65
Reduced
63
Closed
16
Calls
$1.15M
Puts
$11.2M
Net Calls
-$10M
Net Calls Change
-$10.5M

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$18.1M
2
Ameriprise
Ameriprise
Minnesota
+$11M
3
AP
Advisors Preferred
Maryland
+$8.25M
4
LPL Financial
LPL Financial
California
+$7.79M
5
KAS
Kestra Advisory Services
Texas
+$6.39M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.8M
2
SWP
Stratos Wealth Partners
Ohio
-$4.9M
3
Morgan Stanley
Morgan Stanley
New York
-$3.89M
4
VAG
VisionPoint Advisory Group
Texas
-$3.31M
5
AAS
Avantax Advisory Services
Texas
-$3.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
76
Procyon Advisors
Connecticut
$1.93M +$1.84M +35,858 New
PAG
77
Private Advisor Group
New Jersey
$1.87M +$321K +6,280 +22%
VFA
78
Voya Financial Advisors
Connecticut
$1.87M +$295K +5,770 +20%
EH
79
Equitable Holdings
New York
$1.83M +$83.2K +1,626 +5%
CANC
80
Culbertson A N & Co
Virginia
$1.54M -$30.7K -600 -2%
Cerity Partners
81
Cerity Partners
New York
$1.54M +$10.9K +212 +0.7%
KeyBank National Association
82
KeyBank National Association
Ohio
$1.52M – – –
CPIG
83
Chicago Partners Investment Group
Illinois
$1.51M -$57.5K -1,124 -4%
AFP
84
Ausdal Financial Partners
Iowa
$1.46M +$188K +3,680 +16%
AR
85
Advisory Research
Illinois
$1.45M +$685K +13,382 +98%
AI
86
Atria Investments
North Carolina
$1.44M +$1.37M +26,700 New
KA
87
Kovack Advisors
Florida
$1.37M -$3.79K -74 -0.3%
VC
88
Vicus Capital
Pennsylvania
$1.36M +$534K +10,424 +70%
GWAG
89
Garrett Wealth Advisory Group
Texas
$1.33M -$440K -8,604 -26%
VFA
90
Valeo Financial Advisors
Indiana
$1.24M – – –
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$1.23M +$423K +8,272 +57%
Citigroup
92
Citigroup
New York
$1.22M +$69.1K +1,350 +6%
GAG
93
GM Advisory Group
New York
$1.14M +$20.5K +400 +2%
Brown Advisory
94
Brown Advisory
Maryland
$1.1M +$7.88K +154 +0.8%
WCM
95
WealthBridge Capital Management
Ohio
$1.09M +$1.02K +20 +0.1%
NCM
96
Noesis Capital Mangement
Florida
$1.09M – – –
PA
97
Parallel Advisors
California
$1.08M +$46.9K +916 +5%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$1.07M -$79.8K -1,558 -7%
SCA
99
STALEY CAPITAL ADVISERS
Pennsylvania
$1.06M – – –
BFG
100
Beacon Financial Group
Texas
$1.05M – – –
2 3
4
5 6

DLN Hedge Fund Activity: Q4 2020 in Review

240 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2020, worth a combined $1.5B — up 17% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DLN positions and 16 closed out — a net gain of 25 holders — while 65 added to existing stakes and 63 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $18.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $12.8M.

  • 240 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2020, up from 218 in Q3 2020.
  • Funds reported $1.5B of WisdomTree US LargeCap Dividend Fund stock for Q4 2020, up 17% quarter-over-quarter.
  • 41 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2020 and 16 closed out, a net change of +25 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2020 was Bank of New York Mellon, an estimated $18.1M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2020 was Raymond James Financial Services Advisors, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2020.