WisdomTree US LargeCap Dividend Fund
265 hedge funds and large institutions have $1.66B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 68 reducing their positions, and 10 closing their positions.
160% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 10
21% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 68
4% more funds holding
Funds holding: 254 → 265 (+11)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
0% less capital invested
Capital invested by funds: $1.66B → $1.66B (-$1.27M)
2.02% less ownership
Funds ownership: 112.14% → 110.12% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$15.7M |
| 2 |
Morgan Stanley
New York
|
+$8.42M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$6.72M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$3.72M |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
+$3.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$16.8M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$6.7M |
| 3 |
GW
GW & Wade
Wellesley,
Massachusetts
|
-$4.54M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$3.61M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$3.12M |
DLN Hedge Fund Activity: Q3 2021 in Review
265 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q3 2021, worth a combined $1.66B — down 0.08% from $1.66B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new DLN positions and 10 closed out — a net gain of 16 holders — while 82 added to existing stakes and 68 trimmed.
The largest buyer was LPL Financial, adding an estimated $15.7M. The largest seller was Bank of America, cutting an estimated $16.8M.
- 265 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q3 2021, up from 254 in Q2 2021.
- Funds reported $1.66B of WisdomTree US LargeCap Dividend Fund stock for Q3 2021, down 0.08% quarter-over-quarter.
- 26 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q3 2021 and 10 closed out, a net change of +16 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q3 2021 was LPL Financial, an estimated $15.7M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q3 2021 was Bank of America, an estimated $16.8M sold.
Based on aggregated 13F filings for Q3 2021.