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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
GIA
151
Gladstone Institutional Advisory
Florida
$524K +$159K +2,537 +40%
LNWWM
152
Laird Norton Wetherby Wealth Management
California
$523K +$556K +8,850 New
TF
153
TIAA FSB
Florida
$509K +$541K +8,606 New
GFS
154
GYL Financial Synergies
Connecticut
$508K – – –
BFA
155
Benedict Financial Advisors
Georgia
$507K – – –
CL
156
Choreo LLC
Illinois
$503K – – –
AT
157
American Trust
Kentucky
$501K +$533K +8,474 New
PAG
158
Powers Advisory Group
Illinois
$488K -$96.9K -1,541 -16%
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$474K -$217K -3,450 -30%
CAWM
160
Capital Advisors Wealth Management
Washington
$472K +$5.41K +86 +1%
CGPCS
161
Capital Group Private Client Services
California
$472K +$249K +3,957 +98%
Brown Advisory
162
Brown Advisory
Maryland
$470K -$98.8K -1,572 -16%
RA
163
RFG Advisory
Alabama
$461K +$4.02K +64 +0.9%
AWM
164
Axxcess Wealth Management
California
$449K – – –
KWM
165
Kaydan Wealth Management
Michigan
$444K -$25.9K -412 -5%
CAM
166
Cozad Asset Management
Illinois
$444K – – –
FFA
167
Founders Financial Alliance
North Carolina
$444K +$251 +4 +0.1%
IWM
168
IHT Wealth Management
Illinois
$444K +$3.08K +49 +0.7%
ARC
169
Advisor Resource Council
Texas
$432K +$460K +7,315 New
GAM
170
Grandview Asset Management
Pennsylvania
$424K -$41.9K -666 -9%
SYBT
171
Stock Yards Bank & Trust
Kentucky
$424K +$59.1K +940 +15%
SFA
172
Sequoia Financial Advisors
Ohio
$423K -$19.8K -315 -4%
ST
173
Spinnaker Trust
Maine
$415K +$63 +1 +0%
AL
174
Aspiriant LLC
California
$415K +$442K +7,023 New
NA
175
NewEdge Advisors
Louisiana
$407K +$433K +6,888 New
5 6
7
8 9

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.