WisdomTree US LargeCap Dividend Fund
DLN
240 hedge funds and large institutions have $1.5B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 16 closing their positions.
156% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 16
17% more capital invested
Capital invested by funds: $1.28B → $1.5B (+$213M)
10% more funds holding
Funds holding: 218 → 240 (+22)
1.28% more ownership
Funds ownership: 113.14% → 114.41% (+1.3%)
3% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 63
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
90% less call options, than puts
Call options by funds: $1.15M | Put options by funds: $11.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$18.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$11M |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$8.25M |
| 4 |
LPL Financial
San Diego,
California
|
+$7.79M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$6.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$12.8M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$4.9M |
| 3 |
Morgan Stanley
New York
|
-$3.89M |
| 4 |
VAG
VisionPoint Advisory Group
Dallas,
Texas
|
-$3.31M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$3.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NC
251
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$30K | -628 | Closed |
|
|
PWM
252
Provident Wealth Management
Brentwood,
Tennessee
| – | -$25K | -520 | Closed |
|
|
ZB
253
Zions Bancorporation
Salt Lake City,
Utah
| – | -$17K | -350 | Closed |
|
|
FPB
254
First PREMIER Bank
Sioux Falls,
South Dakota
| – | -$10K | -202 | Closed |
|
|
ADL
255
Asset Dedication LLC
San Francisco,
California
| – | -$7K | -140 | Closed |
|
256
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$4K | -76 | Closed |
|
|
LAS
257
Lloyd Advisory Services
Suwanee,
Georgia
| – | +$410 | +8 | New |
|
DLN Hedge Fund Activity: Q4 2020 in Review
240 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2020, worth a combined $1.5B — up 17% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new DLN positions and 16 closed out — a net gain of 25 holders — while 65 added to existing stakes and 63 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $18.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $12.8M.
- 240 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2020, up from 218 in Q3 2020.
- Funds reported $1.5B of WisdomTree US LargeCap Dividend Fund stock for Q4 2020, up 17% quarter-over-quarter.
- 41 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2020 and 16 closed out, a net change of +25 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2020 was Bank of New York Mellon, an estimated $18.1M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2020 was Raymond James Financial Services Advisors, an estimated $12.8M sold.
Based on aggregated 13F filings for Q4 2020.