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WisdomTree US LargeCap Dividend Fund
DLN

305 hedge funds and large institutions have $1.98B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 81 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,050% more call options, than puts

Call options by funds: $243K | Put options by funds: $2K

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

31% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 81

20% more funds holding in top 10

Funds holding in top 10: 10 → 12 (+2)

6% more funds holding

Funds holding: 289 → 305 (+16)

2.14% more ownership

Funds ownership: 55.85% → 57.99% (+2.1%)

5% more capital invested

Capital invested by funds: $1.89B → $1.98B (+$90.4M)

Holders
305
Holders Change
+16
Holders Change %
+5.54%
% of All Funds
4.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
30
Increased
106
Reduced
81
Closed
10
Calls
$243K
Puts
$2K
Net Calls
+$241K
Net Calls Change
-$182K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$20.6M
2
LPL Financial
LPL Financial
California
+$14.6M
3
TFA
Tobias Financial Advisors
Florida
+$13.8M
4
PWMG
Prestige Wealth Management Group
New Jersey
+$11.2M
5
Stifel Financial
Stifel Financial
Missouri
+$8.32M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$8.97M
2
SWP
ShoreHaven Wealth Partners
New Jersey
-$8.12M
3
AP
Advisors Preferred
Maryland
-$6.33M
4
MFP
Meridian Financial Partners
Virginia
-$2.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
101
Resurgent Financial Advisors
Georgia
$1.16M +$7.25K +112 +0.6%
AWA
102
Alta Wealth Advisors
Massachusetts
$1.15M +$1.13M +17,420 New
CG
103
Colony Group
Massachusetts
$1.14M -$21.9K -338 -2%
PTP
104
Platform Technology Partners
New York
$1.12M – – –
AC
105
Avant Capital
Louisiana
$1.1M +$7.71K +119 +0.7%
VFA
106
Valeo Financial Advisors
Indiana
$1.09M – – –
MWM
107
Minot Wealth Management
Massachusetts
$1.06M – – –
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$1.06M +$418K +6,458 +67%
MCC
109
Money Concepts Capital
Florida
$1.05M +$713K +11,007 +222%
GWAG
110
Garrett Wealth Advisory Group
Texas
$1.03M -$146K -2,248 -13%
US Bancorp
111
US Bancorp
Minnesota
$1.03M -$65 -1 -0%
VC
112
Vestor Capital
Illinois
$998K -$27.2K -420 -3%
Bank of New York Mellon
113
Bank of New York Mellon
New York
$990K -$698K -10,782 -42%
KWM
114
Kingsview Wealth Management
Oregon
$976K +$961K +14,847 New
NFSG
115
Newbridge Financial Services Group
Florida
$974K -$35.9K -554 -4%
HNWAG
116
High Net Worth Advisory Group
Florida
$958K – – –
DWT
117
Dorsey & Whitney Trust
South Dakota
$947K -$7.9K -122 -0.8%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$926K +$526K +8,120 +136%
GWM
119
Geneos Wealth Management
Colorado
$917K +$174K +2,682 +24%
APA
120
American Portfolios Advisors
New York
$881K +$10.1K +156 +1%
KFP
121
KMG Fiduciary Partners
Ohio
$877K +$3.24K +50 +0.4%
TP
122
Tranquility Partners
Tennessee
$851K +$93.7K +1,447 +13%
DWM
123
Dakota Wealth Management
Florida
$847K +$834K +12,886 New
IA
124
IFG Advisory
Georgia
$844K +$151K +2,334 +22%
WDL
125
Well Done LLC
Michigan
$819K – – –
3 4
5
6 7

DLN Hedge Fund Activity: Q1 2022 in Review

305 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2022, worth a combined $1.98B — up 4.8% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DLN positions and 10 closed out — a net gain of 20 holders — while 106 added to existing stakes and 81 trimmed.

The largest buyer was Ameriprise, adding an estimated $20.6M. The largest seller was Bank of America, cutting an estimated $8.97M.

  • 305 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2022, up from 289 in Q4 2021.
  • Funds reported $1.98B of WisdomTree US LargeCap Dividend Fund stock for Q1 2022, up 4.8% quarter-over-quarter.
  • 30 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2022 and 10 closed out, a net change of +20 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2022 was Ameriprise, an estimated $20.6M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2022 was Bank of America, an estimated $8.97M sold.

Based on aggregated 13F filings for Q1 2022.