We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund
DLN

376 hedge funds and large institutions have $2.57B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

11% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 104

3% more funds holding

Funds holding: 364 → 376 (+12)

0% less capital invested

Capital invested by funds: $2.58B → $2.57B (-$10M)

5.5% less ownership

Funds ownership: 64.84% → 59.35% (-5.5%)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
376
Holders Change
+12
Holders Change %
+3.3%
% of All Funds
5.4%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
35
Increased
115
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
Great Valley Advisor Group
Delaware
+$7.66M
2
FW
Fairway Wealth
Ohio
+$5.23M
3
Morgan Stanley
Morgan Stanley
New York
+$4.63M
4
BBHC
Brown Brothers Harriman & Co
New York
+$3.88M
5
RJA
Raymond James & Associates
Florida
+$3.35M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$165M
2
Bank of America
Bank of America
North Carolina
-$26.1M
3
LPL Financial
LPL Financial
California
-$16M
4
LSPW
Lake Street Private Wealth
Illinois
-$10.3M
5
GLLW
Graves Light Lenhart Wealth
Virginia
-$4.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$307M -$2.83M -37,437 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$225M +$4.63M +61,411 +2%
LPL Financial
3
LPL Financial
California
$213M -$16M -211,877 -7%
Creative Planning
4
Creative Planning
Kansas
$111M -$828K -10,974 -0.8%
Ameriprise
5
Ameriprise
Minnesota
$101M -$615K -8,154 -0.6%
UBS Group
6
UBS Group
Switzerland
$99.7M +$1.25M +16,546 +1%
EWM
7
Evercore Wealth Management
New York
$88.8M +$29.4K +390 +0%
Bank of America
8
Bank of America
North Carolina
$83M -$26.1M -345,269 -25%
GVAG
9
Great Valley Advisor Group
Delaware
$69.8M +$7.66M +101,557 +13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$61.1M -$211K -2,790 -0.4%
CA
11
Clearstead Advisors
Ohio
$54.3M +$96.7K +1,281 +0.2%
Wells Fargo
12
Wells Fargo
California
$49.6M +$2.26M +29,930 +5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$46M +$838K +11,107 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$44.7M -$1.29M -17,104 -3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$43.5M -$1.99M -26,377 -5%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$42.7M +$2.65M +35,055 +7%
WWM
17
Waterway Wealth Management
Texas
$41.3M +$801K +10,608 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$37.2M -$1.36M -18,078 -4%
SWP
19
Stratos Wealth Partners
Ohio
$34.1M -$3.85K -51 -0%
IWP
20
IAG Wealth Partners
Wisconsin
$32.9M +$675K +8,950 +2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$29.9M +$105K +1,396 +0.4%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$27.3M +$198K +2,619 +0.8%
LI
23
LRI Investments
Florida
$27.2M -$24.8K -328 -0.1%
MCM
24
MAI Capital Management
Ohio
$20.7M -$229K -3,041 -1%
FF
25
Fox Financial
Pennsylvania
$20.1M +$104K +1,375 +0.5%
1
2 3 4 5

DLN Hedge Fund Activity: Q3 2024 in Review

376 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q3 2024, worth a combined $2.57B — down 0.39% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DLN positions and 18 closed out — a net gain of 17 holders — while 115 added to existing stakes and 104 trimmed.

The largest buyer was Great Valley Advisor Group, adding an estimated $7.66M. The largest seller was Focus Partners Wealth, cutting an estimated $165M.

  • 376 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q3 2024, up from 364 in Q2 2024.
  • Funds reported $2.57B of WisdomTree US LargeCap Dividend Fund stock for Q3 2024, down 0.39% quarter-over-quarter.
  • 35 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q3 2024 and 18 closed out, a net change of +17 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q3 2024 was Great Valley Advisor Group, an estimated $7.66M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q3 2024 was Focus Partners Wealth, an estimated $165M sold.

Based on aggregated 13F filings for Q3 2024.