We are live on ! Find out more
DLN icon

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
MIAS
126
Mason Investment Advisory Services
Virginia
$817K +$3.43K +53 +0.4%
6F
127
626 Financial
Michigan
$784K -$16.4K -253 -2%
GSAM
128
Grant Street Asset Management
Pennsylvania
$772K – – –
SCA
129
STALEY CAPITAL ADVISERS
Pennsylvania
$760K – – –
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$751K +$105K +1,625 +17%
WS
131
Wedbush Securities
California
$729K – – –
BRWM
132
B. Riley Wealth Management
Tennessee
$706K +$84.4K +1,304 +14%
BAM
133
Bosun Asset Management
Illinois
$700K +$453 +7 +0.1%
NCM
134
Noesis Capital Mangement
Florida
$657K – – –
RMCM
135
Reynders McVeigh Capital Management
Massachusetts
$657K – – –
BAM
136
Belpointe Asset Management
Nevada
$654K -$173K -2,676 -21%
Northern Trust
137
Northern Trust
Illinois
$646K +$178K +2,748 +39%
PAG
138
Powers Advisory Group
Illinois
$644K +$274K +4,239 +76%
Brown Advisory
139
Brown Advisory
Maryland
$626K – – –
CAC
140
Certified Advisory Corp
Florida
$617K -$52.8K -816 -8%
RWP
141
RWA Wealth Partners
Massachusetts
$606K – – –
FHC
142
First Heartland Consultants
Missouri
$598K -$41.2K -636 -7%
IA
143
Insight Advisors
Pennsylvania
$596K -$178K -2,748 -23%
RWA
144
Redmont Wealth Advisors
Illinois
$591K – – –
William Blair & Company
145
William Blair & Company
Illinois
$589K +$79.6K +1,230 +16%
BFA
146
Benedict Financial Advisors
Georgia
$564K +$9.65K +149 +2%
GFS
147
GYL Financial Synergies
Connecticut
$564K +$556K +8,588 New
CL
148
Choreo LLC
Illinois
$559K – – –
OC
149
Oppenheimer & Co
New York
$558K +$131K +2,027 +31%
HSA
150
HBK Sorce Advisory
Pennsylvania
$545K -$2.33K -36 -0.4%
4 5
6
7 8

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.