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WisdomTree US LargeCap Dividend Fund
DLN

324 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 81 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,500% more call options, than puts

Call options by funds: $396K | Put options by funds: $6K

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

25% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 81

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

6% more funds holding

Funds holding: 305 → 324 (+19)

1.39% more ownership

Funds ownership: 57.99% → 59.38% (+1.4%)

1% less capital invested

Capital invested by funds: $1.98B → $1.96B (-$11.9M)

Holders
324
Holders Change
+19
Holders Change %
+6.23%
% of All Funds
5.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.22%
New
38
Increased
101
Reduced
81
Closed
16
Calls
$396K
Puts
$6K
Net Calls
+$390K
Net Calls Change
+$149K

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$65.3M
2
AWA
Amplius Wealth Advisors
Pennsylvania
+$25.4M
3
Ameriprise
Ameriprise
Minnesota
+$19.6M
4
OCM
One Capital Management
California
+$14.5M
5
Creative Planning
Creative Planning
Kansas
+$14.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$3.57M
2
CWM
Circle Wealth Management
New Jersey
-$3.18M
3
MFP
Meridian Financial Partners
Virginia
-$3.17M
4
AWS
Atria Wealth Solutions
New York
-$2.63M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$2.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
76
Ausdal Financial Partners
Iowa
$2.4M -$4.65K -74 -0.2%
BFG
77
Berger Financial Group
Minnesota
$2.38M -$325K -5,172 -11%
PA
78
Procyon Advisors
Connecticut
$2.29M +$272K +4,334 +13%
EWA
79
EP Wealth Advisors
California
$2.29M -$37.8K -601 -2%
CA
80
Cetera Advisors
Colorado
$2.27M +$879K +13,980 +57%
Truist Financial
81
Truist Financial
North Carolina
$2.25M -$28.2K -448 -1%
VNB
82
Virginia National Bank
Virginia
$1.92M – – –
HF
83
HRT Financial
New York
$1.9M +$2.02M +32,110 New
Cerity Partners
84
Cerity Partners
New York
$1.89M +$163K +2,590 +9%
CPIG
85
Chicago Partners Investment Group
Illinois
$1.81M +$40.5K +645 +2%
KeyBank National Association
86
KeyBank National Association
Ohio
$1.81M +$42.1K +670 +2%
KA
87
Kovack Advisors
Florida
$1.8M +$25K +398 +1%
AAS
88
Avantax Advisory Services
Texas
$1.71M +$6.16K +98 +0.3%
AI
89
Atria Investments
North Carolina
$1.71M +$62.3K +991 +4%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$1.7M +$519K +8,258 +40%
Lido Advisors
91
Lido Advisors
California
$1.68M – – –
AWC
92
Adamsbrown Wealth Consultants
Kansas
$1.6M -$885K -14,077 -34%
CA
93
Calton & Associates
Florida
$1.52M +$1.62M +25,756 New
GWM
94
Geneos Wealth Management
Colorado
$1.37M +$568K +9,032 +65%
5L
95
55I LLC
Massachusetts
$1.33M +$1.42M +22,592 New
CANC
96
Culbertson A N & Co
Virginia
$1.33M -$37.7K -600 -3%
RFA
97
Resurgent Financial Advisors
Georgia
$1.32M +$292K +4,650 +26%
SCA
98
St. Clair Advisors
Ohio
$1.31M – – –
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$1.28M -$345K -5,482 -20%
Citigroup
100
Citigroup
New York
$1.23M +$20.7K +330 +2%
2 3
4
5 6

DLN Hedge Fund Activity: Q2 2022 in Review

324 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2022, worth a combined $1.96B — down 0.6% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DLN positions and 16 closed out — a net gain of 22 holders — while 101 added to existing stakes and 81 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $65.3M. The largest seller was Goldman Sachs, cutting an estimated $3.57M.

  • 324 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2022, up from 305 in Q1 2022.
  • Funds reported $1.96B of WisdomTree US LargeCap Dividend Fund stock for Q2 2022, down 0.6% quarter-over-quarter.
  • 38 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2022 and 16 closed out, a net change of +22 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2022 was Mirae Asset Global Investments, an estimated $65.3M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2022 was Goldman Sachs, an estimated $3.57M sold.

Based on aggregated 13F filings for Q2 2022.