WisdomTree US LargeCap Dividend Fund
308 hedge funds and large institutions have $1.96B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 117 increasing their positions, 70 reducing their positions, and 25 closing their positions.
3,380% more call options, than puts
Call options by funds: $348K | Put options by funds: $10K
67% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 70
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
0.88% more ownership
Funds ownership: 59.38% → 60.27% (+0.88%)
0% less capital invested
Capital invested by funds: $1.97B → $1.96B (-$6.43M)
5% less funds holding
Funds holding: 323 → 308 (-15)
40% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$22.8M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$14.7M |
| 3 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$14.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$14.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.87M |
| 2 |
JP Morgan Chase
New York
|
-$4.11M |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$2.51M |
| 4 |
HF
HRT Financial
New York
|
-$1.9M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.75M |
DLN Hedge Fund Activity: Q3 2022 in Review
308 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q3 2022, worth a combined $1.96B — down 0.33% from $1.97B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of DLN and 15 opened new positions — a net loss of 10 holders — while 70 trimmed existing stakes and 117 added.
The largest buyer was LPL Financial, adding an estimated $22.8M. The largest seller was Ameriprise, cutting an estimated $8.87M.
- 308 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q3 2022, down from 323 in Q2 2022.
- Funds reported $1.96B of WisdomTree US LargeCap Dividend Fund stock for Q3 2022, down 0.33% quarter-over-quarter.
- 15 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q3 2022 and 25 closed out, a net change of -10 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q3 2022 was LPL Financial, an estimated $22.8M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q3 2022 was Ameriprise, an estimated $8.87M sold.
Based on aggregated 13F filings for Q3 2022.