WisdomTree US LargeCap Dividend Fund
407 hedge funds and large institutions have $2.98B invested in WisdomTree US LargeCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 98 reducing their positions, and 17 closing their positions.
224% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 17
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
39% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 98
16% more capital invested
Capital invested by funds: $2.57B → $2.98B (+$418M)
8% more funds holding
Funds holding: 377 → 407 (+30)
6.65% more ownership
Funds ownership: 59.35% → 65.99% (+6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$186M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$48.5M |
| 3 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$47.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$38.9M |
| 5 |
LPL Financial
San Diego,
California
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$3.66M |
| 2 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$2.56M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$2.52M |
| 4 |
Jane Street
New York
|
-$1.81M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.6M |
DLN Hedge Fund Activity: Q4 2024 in Review
407 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2024, worth a combined $2.98B — up 16% from $2.57B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new DLN positions and 17 closed out — a net gain of 38 holders — while 136 added to existing stakes and 98 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $186M. The largest seller was Sarasin & Partners, exiting entirely with an estimated $3.66M sold.
- 407 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2024, up from 377 in Q3 2024.
- Funds reported $2.98B of WisdomTree US LargeCap Dividend Fund stock for Q4 2024, up 16% quarter-over-quarter.
- 55 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2024 and 17 closed out, a net change of +38 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2024 was Focus Partners Wealth, an estimated $186M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2024 was Sarasin & Partners, an estimated $3.66M sold.
Based on aggregated 13F filings for Q4 2024.