WisdomTree US LargeCap Dividend Fund
DLN
339 hedge funds and large institutions have $2.14B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 94 increasing their positions, 120 reducing their positions, and 18 closing their positions.
11% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 18
0.34% less ownership
Funds ownership: 62.97% → 62.63% (-0.34%)
1% less funds holding
Funds holding: 341 → 339 (-2)
4% less capital invested
Capital invested by funds: $2.24B → $2.14B (-$94.8M)
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
22% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 120
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$13.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$10.9M |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$8.23M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$7.86M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$3.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.9M |
| 2 |
SWP
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
-$9.1M |
| 3 |
JP Morgan Chase
New York
|
-$8.73M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.88M |
| 5 |
Morgan Stanley
New York
|
-$6.6M |
DLN Hedge Fund Activity: Q3 2023 in Review
339 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q3 2023, worth a combined $2.14B — down 4.2% from $2.24B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DLN positions and 18 closed out — a net gain of 2 holders — while 94 added to existing stakes and 120 trimmed.
The largest buyer was LPL Financial, adding an estimated $13.1M. The largest seller was Envestnet Asset Management, cutting an estimated $13.9M.
- 339 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q3 2023, down from 341 in Q2 2023.
- Funds reported $2.14B of WisdomTree US LargeCap Dividend Fund stock for Q3 2023, down 4.2% quarter-over-quarter.
- 20 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q3 2023 and 18 closed out, a net change of +2 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q3 2023 was LPL Financial, an estimated $13.1M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q3 2023 was Envestnet Asset Management, an estimated $13.9M sold.
Based on aggregated 13F filings for Q3 2023.