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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
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$1.21M +$274K +4,361 +27%
VC
102
Vicus Capital
Pennsylvania
$1.17M -$131K -2,087 -10%
MG
103
Mather Group
Illinois
$1.17M +$1.24M +19,757 New
IWA
104
Inspirion Wealth Advisors
Illinois
$1.16M – – –
WAM
105
WealthTrust Asset Management
Florida
$1.15M +$906K +14,406 +281%
BFG
106
Beacon Financial Group
Texas
$1.15M – – –
WCM
107
WealthBridge Capital Management
Ohio
$1.13M -$7.17K -114 -0.6%
GAG
108
GM Advisory Group
New York
$1.09M +$21.6K +344 +2%
PA
109
Parallel Advisors
California
$1.07M -$23K -366 -2%
CFS
110
CRA Financial Services
New Jersey
$1.05M +$1.12M +17,822 New
AWA
111
Alta Wealth Advisors
Massachusetts
$1.03M – – –
FTS
112
Fifth Third Securities
Ohio
$1.03M +$1.1M +17,434 New
CG
113
Colony Group
Massachusetts
$1.02M – – –
Mariner
114
Mariner
Kansas
$1.01M -$269K -4,274 -20%
PTP
115
Platform Technology Partners
New York
$1M – – –
AC
116
Avant Capital
Louisiana
$996K +$4.65K +74 +0.4%
VFA
117
Valeo Financial Advisors
Indiana
$987K +$4.97K +79 +0.5%
MWM
118
Minot Wealth Management
Massachusetts
$953K – – –
US Bancorp
119
US Bancorp
Minnesota
$915K -$11.6K -184 -1%
VC
120
Vestor Capital
Illinois
$891K -$6.22K -99 -0.7%
TP
121
Tranquility Partners
Tennessee
$871K +$112K +1,786 +14%
NFSG
122
Newbridge Financial Services Group
Florida
$864K -$12.3K -195 -1%
HNWAG
123
High Net Worth Advisory Group
Florida
$862K – – –
DWT
124
Dorsey & Whitney Trust
South Dakota
$851K – – –
IA
125
IFG Advisory
Georgia
$839K +$85.6K +1,361 +11%
3 4
5
6 7

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.