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WisdomTree US LargeCap Dividend Fund
DLN

364 hedge funds and large institutions have $2.58B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 109

0.02% less ownership

Funds ownership: 64.86% → 64.84% (-0.02%)

1% less capital invested

Capital invested by funds: $2.6B → $2.58B (-$23.4M)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

2% less funds holding

Funds holding: 371 → 364 (-7)

29% less funds holding in top 10

Funds holding in top 10: 14 → 10 (-4)

Holders
364
Holders Change
-7
Holders Change %
-1.89%
% of All Funds
5.26%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
20
Increased
114
Reduced
109
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Clearstead Advisors
Ohio
+$49M
2
Wells Fargo
Wells Fargo
California
+$11.9M
3
RVPG
Relative Value Partners Group
+$10M
4
GVAG
Great Valley Advisor Group
Delaware
+$4.41M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.03M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$18M
2
JP Morgan Chase
JP Morgan Chase
New York
-$12.1M
3
WWM
Waterway Wealth Management
Texas
-$10.3M
4
Bank of America
Bank of America
North Carolina
-$9.05M
5
BHB
Bank Hapoalim BM
Israel
-$6.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$287M -$3.59M -50,505 -1%
LPL Financial
2
LPL Financial
California
$213M +$3.75M +52,769 +2%
Morgan Stanley
3
Morgan Stanley
New York
$204M +$2.98M +41,913 +2%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$160M +$695K +9,763 +0.4%
Creative Planning
5
Creative Planning
Kansas
$104M -$2.28M -31,984 -2%
Bank of America
6
Bank of America
North Carolina
$102M -$9.05M -127,176 -8%
Ameriprise
7
Ameriprise
Minnesota
$94.1M -$18M -253,408 -16%
UBS Group
8
UBS Group
Switzerland
$91.1M -$933K -13,110 -1%
EWM
9
Evercore Wealth Management
New York
$82.2M +$583K +8,198 +0.7%
GVAG
10
Great Valley Advisor Group
Delaware
$57.2M +$4.41M +62,015 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$56.8M -$1.01M -14,197 -2%
CA
12
Clearstead Advisors
Ohio
$50.2M +$49M +688,113 +43,969%
Wells Fargo
13
Wells Fargo
California
$43.7M +$11.9M +167,390 +39%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$42.6M +$1.47M +20,728 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$42.2M -$2.03M -28,494 -5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$41.8M +$3.13M +44,000 +8%
WWM
17
Waterway Wealth Management
Texas
$37.5M -$10.3M -144,942 -22%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$37M +$2.81M +39,486 +8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$35.8M +$110K +1,552 +0.3%
SWP
20
Stratos Wealth Partners
Ohio
$31.6M -$2.12M -29,821 -6%
IWP
21
IAG Wealth Partners
Wisconsin
$29.8M +$1.4M +19,642 +5%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$27.6M +$2.28M +32,065 +9%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$25.1M +$759K +10,668 +3%
LI
24
LRI Investments
Florida
$24.7M -$29.2K -410 -0.1%
Goldman Sachs
25
Goldman Sachs
New York
$20M -$801K -11,263 -4%
1
2 3 4 5

DLN Hedge Fund Activity: Q2 2024 in Review

364 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2024, worth a combined $2.58B — down 0.9% from $2.6B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of DLN and 20 opened new positions — a net loss of 2 holders — while 109 trimmed existing stakes and 114 added.

The largest buyer was Clearstead Advisors, adding an estimated $49M. The largest seller was Ameriprise, cutting an estimated $18M.

  • 364 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2024, down from 371 in Q1 2024.
  • Funds reported $2.58B of WisdomTree US LargeCap Dividend Fund stock for Q2 2024, down 0.9% quarter-over-quarter.
  • 20 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2024 and 22 closed out, a net change of -2 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2024 was Clearstead Advisors, an estimated $49M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2024 was Ameriprise, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2024.