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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
C
201
Certuity
Florida
$329K – – –
CT
202
Cambridge Trust
Massachusetts
$329K +$37.7K +599 +12%
STA
203
Summit Trail Advisors
New York
$325K +$346K +5,500 New
AR
204
Advisory Research
Illinois
$323K -$91K -1,447 -21%
RJT
205
Raymond James Trust
Florida
$323K – – –
MWM
206
Marion Wealth Management
Pennsylvania
$322K +$754 +12 +0.2%
BWA
207
BDO Wealth Advisors
Florida
$318K +$57.2K +910 +20%
CC
208
Courier Capital
New York
$314K – – –
WA
209
WBH Advisory
Maryland
$314K +$331K +5,270 New
FNBT
210
FineMark National Bank & Trust
Florida
$313K – – –
SKK
211
Shepherd Kaplan Krochuk
Massachusetts
$306K – – –
UCFA
212
United Capital Financial Advisors
Texas
$303K -$18.2K -290 -5%
FCFC
213
First Commonwealth Financial Corp
Pennsylvania
$301K – – –
FPAS
214
Focus Partners Advisor Solutions
Missouri
$298K – – –
WWM
215
Western Wealth Management
Colorado
$295K +$12.9K +205 +4%
BSW
216
Buckingham Strategic Wealth
Missouri
$289K – – –
WPC
217
Wedmont Private Capital
Pennsylvania
$289K – – –
TFS
218
Thoroughbred Financial Services
Tennessee
$288K +$307K +4,877 New
SLT
219
St Louis Trust
Missouri
$279K – – –
PA
220
PFG Advisors
Arizona
$276K – – –
NB
221
Nicolet Bankshares
Wisconsin
$271K – – –
CJFS
222
Coulter & Justus Financial Services
Tennessee
$267K +$284K +4,510 New
AAS
223
Ameritas Advisory Services
Nebraska
$262K +$943 +15 +0.3%
Neuberger Berman Group
224
Neuberger Berman Group
New York
$261K +$278K +4,419 New
IFWM
225
Institute for Wealth Management
Colorado
$260K +$14.5K +230 +6%
7 8
9
10 11

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.