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WisdomTree US LargeCap Dividend Fund
DLN

376 hedge funds and large institutions have $2.57B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

11% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 104

3% more funds holding

Funds holding: 364 → 376 (+12)

0% less capital invested

Capital invested by funds: $2.58B → $2.57B (-$10M)

5.5% less ownership

Funds ownership: 64.84% → 59.35% (-5.5%)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
376
Holders Change
+12
Holders Change %
+3.3%
% of All Funds
5.4%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
35
Increased
115
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GVAG
Great Valley Advisor Group
Delaware
+$7.66M
2
FW
Fairway Wealth
Ohio
+$5.23M
3
Morgan Stanley
Morgan Stanley
New York
+$4.63M
4
BBHC
Brown Brothers Harriman & Co
New York
+$3.88M
5
RJA
Raymond James & Associates
Florida
+$3.35M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$165M
2
Bank of America
Bank of America
North Carolina
-$26.1M
3
LPL Financial
LPL Financial
California
-$16M
4
LSPW
Lake Street Private Wealth
Illinois
-$10.3M
5
GLLW
Graves Light Lenhart Wealth
Virginia
-$4.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
126
Citadel Advisors
Florida
$1.32M +$921K +12,208 +269%
VFA
127
Valeo Financial Advisors
Indiana
$1.31M – – –
ATPW
128
Ashton Thomas Private Wealth
Arizona
$1.29M +$79.3K +1,051 +7%
US Bancorp
129
US Bancorp
Minnesota
$1.29M +$48K +636 +4%
ACM
130
Advisors Capital Management
New Jersey
$1.29M +$1.24M +16,396 New
FZCM
131
Flynn Zito Capital Management
New York
$1.29M +$6.11K +81 +0.5%
Mariner
132
Mariner
Kansas
$1.28M +$130K +1,724 +12%
Northern Trust
133
Northern Trust
Illinois
$1.28M -$37.7K -500 -3%
SF
134
Synovus Financial
Georgia
$1.27M +$824K +10,925 +209%
KFP
135
KMG Fiduciary Partners
Ohio
$1.27M +$101K +1,340 +9%
TP
136
Tranquility Partners
Tennessee
$1.26M +$5.58K +74 +0.5%
SCA
137
St. Clair Advisors
Ohio
$1.24M – – –
PA
138
Parallel Advisors
California
$1.24M – – –
Renaissance Technologies
139
Renaissance Technologies
New York
$1.2M +$204K +2,700 +21%
OC
140
Oppenheimer & Co
New York
$1.16M +$16.7K +221 +2%
P
141
&Partners
Tennessee
$1.14M -$101K -1,341 -8%
DWT
142
Dorsey & Whitney Trust
South Dakota
$1.13M – – –
HNWAG
143
High Net Worth Advisory Group
Florida
$1.11M – – –
TRCT
144
Tower Research Capital (TRC)
New York
$1.11M +$443K +5,874 +71%
WANY
145
Wealthspire Advisors (New York)
New York
$1.05M +$1.01M +13,405 New
William Blair & Company
146
William Blair & Company
Illinois
$1.03M -$44K -583 -4%
GFS
147
GYL Financial Synergies
Connecticut
$1.03M -$173K -2,286 -15%
RB
148
Rodgers Brothers
Pennsylvania
$1M – – –
VC
149
Vestor Capital
Illinois
$986K -$21K -278 -2%
KAS
150
KPP Advisory Services
Kentucky
$983K +$945K +12,518 New
4 5
6
7 8

DLN Hedge Fund Activity: Q3 2024 in Review

376 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q3 2024, worth a combined $2.57B — down 0.39% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DLN positions and 18 closed out — a net gain of 17 holders — while 115 added to existing stakes and 104 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $7.66M. The largest seller was Focus Partners Wealth, cutting an estimated $165M.

  • 376 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q3 2024, up from 364 in Q2 2024.
  • Funds reported $2.57B of WisdomTree US LargeCap Dividend Fund stock for Q3 2024, down 0.39% quarter-over-quarter.
  • 35 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q3 2024 and 18 closed out, a net change of +17 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q3 2024 was Great Valley Advisor Group, an estimated $7.66M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q3 2024 was Focus Partners Wealth, an estimated $165M sold.

Based on aggregated 13F filings for Q3 2024.