WisdomTree US LargeCap Dividend Fund
288 hedge funds and large institutions have $1.89B invested in WisdomTree US LargeCap Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 87 reducing their positions, and 23 closing their positions.
122% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 23
14% more capital invested
Capital invested by funds: $1.66B → $1.89B (+$224M)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
9% more funds holding
Funds holding: 265 → 288 (+23)
8% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 87
54.26% less ownership
Funds ownership: 110.12% → 55.85% (-54%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$17.6M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$7.12M |
| 3 |
Goldman Sachs
New York
|
+$2.92M |
| 4 |
Morgan Stanley
New York
|
+$2.25M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
-$11.3M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$5.71M |
| 3 |
Bank of New York Mellon
New York
|
-$5.42M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.83M |
| 5 |
LPL Financial
San Diego,
California
|
-$3.41M |
DLN Hedge Fund Activity: Q4 2021 in Review
288 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2021, worth a combined $1.89B — up 14% from $1.66B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new DLN positions and 23 closed out — a net gain of 28 holders — while 80 added to existing stakes and 87 trimmed.
The largest buyer was Bank of America, adding an estimated $17.6M. The largest seller was Tobias Financial Advisors, exiting entirely with an estimated $11.3M sold.
- 288 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2021, up from 265 in Q3 2021.
- Funds reported $1.89B of WisdomTree US LargeCap Dividend Fund stock for Q4 2021, up 14% quarter-over-quarter.
- 51 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2021 and 23 closed out, a net change of +28 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2021 was Bank of America, an estimated $17.6M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2021 was Tobias Financial Advisors, an estimated $11.3M sold.
Based on aggregated 13F filings for Q4 2021.