WisdomTree US LargeCap Dividend Fund
DLN
338 hedge funds and large institutions have $2.15B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 111 reducing their positions, and 21 closing their positions.
48% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 21
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
1% more funds holding
Funds holding: 334 → 338 (+4)
0.98% more ownership
Funds ownership: 60.78% → 61.76% (+0.98%)
5% less capital invested
Capital invested by funds: $2.27B → $2.15B (-$122M)
22% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 111
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$13.9M |
| 2 |
JP Morgan Chase
New York
|
+$12M |
| 3 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$7.48M |
| 4 |
HHRDM
H&H Retirement Design & Management
Las Vegas,
Nevada
|
+$4.59M |
| 5 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
+$2.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$64.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$25.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$19.7M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
-$15.5M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$12.6M |
DLN Hedge Fund Activity: Q1 2023 in Review
338 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2023, worth a combined $2.15B — down 5.4% from $2.27B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new DLN positions and 21 closed out — a net gain of 10 holders — while 87 added to existing stakes and 111 trimmed.
The largest buyer was Rockefeller Capital Management, adding an estimated $13.9M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $64.3M sold.
- 338 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2023, up from 334 in Q4 2022.
- Funds reported $2.15B of WisdomTree US LargeCap Dividend Fund stock for Q1 2023, down 5.4% quarter-over-quarter.
- 31 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2023 and 21 closed out, a net change of +10 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2023 was Rockefeller Capital Management, an estimated $13.9M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2023 was Mirae Asset Global Investments, an estimated $64.3M sold.
Based on aggregated 13F filings for Q1 2023.