WisdomTree US LargeCap Dividend Fund
342 hedge funds and large institutions have $2.24B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 102 increasing their positions, 106 reducing their positions, and 17 closing their positions.
35% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 17
1.21% more ownership
Funds ownership: 61.76% → 62.97% (+1.2%)
1% more funds holding
Funds holding: 338 → 342 (+4)
4% more capital invested
Capital invested by funds: $2.15B → $2.24B (+$90.2M)
4% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 106
13% less funds holding in top 10
Funds holding in top 10: 16 → 14 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$16.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.1M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$11.9M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$9.63M |
| 5 |
BFA
BMS Financial Advisors
Rapid City,
South Dakota
|
+$9.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
-$10.7M |
| 2 |
RWP
Revolve Wealth Partners
Hackensack,
New Jersey
|
-$7.63M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$5.73M |
| 4 |
GW
GW & Wade
Wellesley,
Massachusetts
|
-$3.27M |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$3.07M |
DLN Hedge Fund Activity: Q2 2023 in Review
342 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2023, worth a combined $2.24B — up 4.2% from $2.15B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new DLN positions and 17 closed out — a net gain of 6 holders — while 102 added to existing stakes and 106 trimmed.
The largest buyer was LPL Financial, adding an estimated $16.6M. The largest seller was Prestige Wealth Management Group, cutting an estimated $10.7M.
- 342 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2023, up from 338 in Q1 2023.
- Funds reported $2.24B of WisdomTree US LargeCap Dividend Fund stock for Q2 2023, up 4.2% quarter-over-quarter.
- 23 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2023 and 17 closed out, a net change of +6 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2023 was LPL Financial, an estimated $16.6M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2023 was Prestige Wealth Management Group, an estimated $10.7M sold.
Based on aggregated 13F filings for Q2 2023.