WisdomTree US LargeCap Dividend Fund
334 hedge funds and large institutions have $2.27B invested in WisdomTree US LargeCap Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 114 increasing their positions, 79 reducing their positions, and 14 closing their positions.
214% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 14
44% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 79
16% more capital invested
Capital invested by funds: $1.96B → $2.27B (+$312M)
8% more funds holding
Funds holding: 308 → 334 (+26)
0.51% more ownership
Funds ownership: 60.27% → 60.78% (+0.51%)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$28M |
| 2 |
LPL Financial
San Diego,
California
|
+$17.6M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$11.5M |
| 4 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$7.7M |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$7.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$28.2M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$8.31M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.89M |
| 4 |
Goldman Sachs
New York
|
-$4.07M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.21M |
DLN Hedge Fund Activity: Q4 2022 in Review
334 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2022, worth a combined $2.27B — up 16% from $1.96B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new DLN positions and 14 closed out — a net gain of 30 holders — while 114 added to existing stakes and 79 trimmed.
The largest buyer was GW & Wade, adding an estimated $28M. The largest seller was Amplius Wealth Advisors, cutting an estimated $28.2M.
- 334 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2022, up from 308 in Q3 2022.
- Funds reported $2.27B of WisdomTree US LargeCap Dividend Fund stock for Q4 2022, up 16% quarter-over-quarter.
- 44 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2022 and 14 closed out, a net change of +30 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2022 was GW & Wade, an estimated $28M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2022 was Amplius Wealth Advisors, an estimated $28.2M sold.
Based on aggregated 13F filings for Q4 2022.