WisdomTree US LargeCap Dividend Fund
244 hedge funds and large institutions have $1.62B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 74 reducing their positions, and 19 closing their positions.
47% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 19
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
8% more capital invested
Capital invested by funds: $1.5B → $1.62B (+$122M)
2% more funds holding
Funds holding: 240 → 244 (+4)
0.03% less ownership
Funds ownership: 114.41% → 114.38% (-0.03%)
1% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 74
96% less call options, than puts
Call options by funds: $482K | Put options by funds: $11.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$19.5M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$9.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.44M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.13M |
| 5 |
Morgan Stanley
New York
|
+$5.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$13.1M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$11.5M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.53M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$7.43M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.96M |
DLN Hedge Fund Activity: Q1 2021 in Review
244 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2021, worth a combined $1.62B — up 8.2% from $1.5B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DLN positions and 19 closed out — a net gain of 9 holders — while 73 added to existing stakes and 74 trimmed.
The largest buyer was Money Concepts Capital, adding an estimated $19.5M. The largest seller was Bank of New York Mellon, cutting an estimated $13.1M.
- 244 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2021, up from 240 in Q4 2020.
- Funds reported $1.62B of WisdomTree US LargeCap Dividend Fund stock for Q1 2021, up 8.2% quarter-over-quarter.
- 28 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2021 and 19 closed out, a net change of +9 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2021 was Money Concepts Capital, an estimated $19.5M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2021 was Bank of New York Mellon, an estimated $13.1M sold.
Based on aggregated 13F filings for Q1 2021.