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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
FPAS
201
Focus Partners Advisor Solutions
Missouri
$331K -$8.16K -126 -2%
SC
202
SouthState Corp
Florida
$329K – – –
CT
203
Cambridge Trust
Massachusetts
$326K – – –
WPC
204
Wedmont Private Capital
Pennsylvania
$323K – – –
BSW
205
Buckingham Strategic Wealth
Missouri
$322K – – –
SF
206
Synovus Financial
Georgia
$318K -$8.22K -127 -3%
WWM
207
Western Wealth Management
Colorado
$316K +$311K +4,807 New
SLT
208
St Louis Trust
Missouri
$310K – – –
PA
209
PFG Advisors
Arizona
$306K -$3.24K -50 -1%
NB
210
Nicolet Bankshares
Wisconsin
$301K – – –
BWA
211
BDO Wealth Advisors
Florida
$294K – – –
AAS
212
Ameritas Advisory Services
Nebraska
$290K -$31.8K -491 -10%
BPA
213
Beacon Pointe Advisors
California
$289K +$285K +4,396 New
IF
214
Intrua Financial
Texas
$280K +$9.2K +142 +3%
CAL
215
Capital Analysts LLC
Pennsylvania
$279K +$1.04K +16 +0.4%
IFWM
216
Institute for Wealth Management
Colorado
$274K – – –
EWA
217
Exencial Wealth Advisors
Oklahoma
$266K +$65 +1 +0%
CGPCS
218
Capital Group Private Client Services
California
$265K -$127K -1,963 -33%
FSC
219
Full Sail Capital
Oklahoma
$262K – – –
HBW
220
Hazlett, Burt & Watson
West Virginia
$262K +$258K +3,982 New
CIA
221
Capital Investment Advisors
Georgia
$260K -$10K -155 -4%
IFG
222
Independent Financial Group
California
$259K +$259 +4 +0.1%
BA
223
Bridgewater Advisors
New York
$255K – – –
FC
224
Fusion Capital
South Carolina
$254K – – –
MIM
225
MTM Investment Management
South Carolina
$254K – – –
7 8
9
10 11

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.