WisdomTree US LargeCap Dividend Fund
366 hedge funds and large institutions have $2.4B invested in WisdomTree US LargeCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 91 increasing their positions, 124 reducing their positions, and 20 closing their positions.
165% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 20
12% more capital invested
Capital invested by funds: $2.14B → $2.4B (+$253M)
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
8% more funds holding
Funds holding: 339 → 366 (+27)
2.59% more ownership
Funds ownership: 62.63% → 65.22% (+2.6%)
27% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 124
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$16.8M |
| 2 |
Bank of New York Mellon
New York
|
+$10.1M |
| 3 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$8.47M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.38M |
| 5 |
JP Morgan Chase
New York
|
+$6.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$8.56M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$6.43M |
| 3 |
HWP
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
-$5.59M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.47M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$5.33M |
DLN Hedge Fund Activity: Q4 2023 in Review
366 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2023, worth a combined $2.4B — up 12% from $2.14B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new DLN positions and 20 closed out — a net gain of 33 holders — while 91 added to existing stakes and 124 trimmed.
The largest buyer was LPL Financial, adding an estimated $16.8M. The largest seller was Advisors Preferred, cutting an estimated $8.56M.
- 366 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2023, up from 339 in Q3 2023.
- Funds reported $2.4B of WisdomTree US LargeCap Dividend Fund stock for Q4 2023, up 12% quarter-over-quarter.
- 53 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2023 and 20 closed out, a net change of +33 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2023 was LPL Financial, an estimated $16.8M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2023 was Advisors Preferred, an estimated $8.56M sold.
Based on aggregated 13F filings for Q4 2023.