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WisdomTree US LargeCap Dividend Fund
DLN

371 hedge funds and large institutions have $2.6B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

2% more funds holding

Funds holding: 365 → 371 (+6)

1% more capital invested

Capital invested by funds: $2.58B → $2.6B (+$18M)

12.96% less ownership

Funds ownership: 77.83% → 64.86% (-13%)

19% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 125

Holders
371
Holders Change
+6
Holders Change %
+1.64%
% of All Funds
5.34%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
33
Increased
101
Reduced
125
Closed
21
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
-$201K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$149M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$29.7M
3
MCM
MAI Capital Management
Ohio
+$17.9M
4
BHB
Bank Hapoalim BM
Israel
+$13M
5
AP
Advisors Preferred
Maryland
+$9.75M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$190M
2
LPL Financial
LPL Financial
California
-$27.6M
3
MHS
M Holdings Securities
Oregon
-$22.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$11.5M
5
ACM
Advisors Capital Management
New Jersey
-$8.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$288M -$4M -58,270 -1%
LPL Financial
2
LPL Financial
California
$207M -$27.6M -402,486 -12%
Morgan Stanley
3
Morgan Stanley
New York
$199M -$190M -2,773,849 -50%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$158M +$149M +2,176,934 +15,235%
Ameriprise
5
Ameriprise
Minnesota
$112M +$8.52M +124,114 +9%
Bank of America
6
Bank of America
North Carolina
$110M +$256K +3,726 +0.2%
Creative Planning
7
Creative Planning
Kansas
$105M -$1.49M -21,759 -1%
UBS Group
8
UBS Group
Switzerland
$91.3M -$4.36M -63,438 -5%
EWM
9
Evercore Wealth Management
New York
$81M +$3.28M +47,788 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$57.4M -$1.13M -16,477 -2%
GVAG
11
Great Valley Advisor Group
Delaware
$52.3M -$208K -3,024 -0.4%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$49.2M +$539K +7,848 +1%
WWM
13
Waterway Wealth Management
Texas
$47.7M -$4.69M -68,365 -9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$43.9M -$46.6K -678 -0.1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$40.8M +$661K +9,633 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$38.3M +$984K +14,330 +3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$35.4M +$240K +3,499 +0.7%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$33.9M +$29.7M +432,877 +1,199%
SWP
19
Stratos Wealth Partners
Ohio
$33.5M -$1.26M -18,356 -4%
Wells Fargo
20
Wells Fargo
California
$31.3M -$483K -7,033 -2%
IWP
21
IAG Wealth Partners
Wisconsin
$28.1M +$447K +6,512 +2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$25.1M +$802K +11,682 +3%
LI
23
LRI Investments
Florida
$24.5M +$23.3M +339,383 New
Baird Financial Group
24
Baird Financial Group
Wisconsin
$24.1M +$685K +9,976 +3%
JP Morgan Chase
25
JP Morgan Chase
New York
$23.8M -$1.05M -15,334 -4%
1
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DLN Hedge Fund Activity: Q1 2024 in Review

371 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2024, worth a combined $2.6B — up 0.7% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DLN positions and 21 closed out — a net gain of 12 holders — while 101 added to existing stakes and 125 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $149M. The largest seller was Morgan Stanley, cutting an estimated $190M.

  • 371 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2024, up from 365 in Q4 2023.
  • Funds reported $2.6B of WisdomTree US LargeCap Dividend Fund stock for Q1 2024, up 0.7% quarter-over-quarter.
  • 33 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2024 and 21 closed out, a net change of +12 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2024 was Focus Partners Wealth, an estimated $149M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2024.