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WisdomTree US LargeCap Dividend Fund
DLN

84 hedge funds and large institutions have $935M invested in WisdomTree US LargeCap Dividend Fund in 2013 Q2 according to their latest regulatory filings, with 84 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

117.71% more ownership

Funds ownership: 0% → 117.71% (+118%)

Holders
84
Holders Change
+84
Holders Change %
–
% of All Funds
2.74%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
84
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
26
Nadler Financial Group
Illinois
$2.98M +$3.01M +99,534 New
JWA
27
JFS Wealth Advisors
Pennsylvania
$2.83M +$2.86M +94,776 New
Creative Planning
28
Creative Planning
Kansas
$2.65M +$2.67M +88,544 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$2.48M +$2.51M +83,074 New
SI
30
Stephens Inc
Arkansas
$2.38M +$2.4M +79,492 New
Citigroup
31
Citigroup
New York
$2.16M +$2.18M +72,220 New
DS
32
DRW Securities
Illinois
$2.13M +$2.15M +71,366 New
B
33
Baird
Wisconsin
$2.07M +$2.09M +69,334 New
NPC
34
National Planning Corporation
California
$1.9M +$1.92M +63,452 New
SCA
35
STALEY CAPITAL ADVISERS
Pennsylvania
$1.6M +$1.62M +53,590 New
EWM
36
Evercore Wealth Management
New York
$1.54M +$1.56M +51,672 New
MWP
37
Moller Wealth Partners
$1.51M +$1.53M +50,628 New
William Blair & Company
38
William Blair & Company
Illinois
$1.47M +$1.48M +49,152 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$1.45M +$1.46M +48,482 New
PAMG
40
Patton Albertson Miller Group
Tennessee
$1.38M +$1.39M +46,168 New
CAN
41
Cetera Advisor Networks
California
$1.37M +$1.38M +45,768 New
NES
42
New England Securities
New York
$1.35M +$1.37M +45,272 New
TT
43
Tower Trust
Indiana
$1.35M +$1.37M +45,240 New
MFS
44
MSI Financial Services
Massachusetts
$1.32M +$1.33M +44,052 New
CG
45
Colony Group
Massachusetts
$1.31M +$1.32M +43,854 New
CS
46
Credit Suisse
Switzerland
$1.24M +$1.25M +41,444 New
VF
47
Virtu Financial
New York
$1.01M +$1.02M +33,684 New
FAAS
48
First Allied Advisory Services
California
$895K +$903K +29,912 New
CANC
49
Culbertson A N & Co
Virginia
$819K +$827K +27,380 New
JMPWA
50
JP Morgan Private Wealth Advisors
California
$811K +$818K +27,110 New
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DLN Hedge Fund Activity: Q2 2013 in Review

84 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2013, worth a combined $935M.

Buyers outnumbered sellers: 84 funds opened new DLN positions and 0 closed out — a net gain of 84 holders — while 0 added to existing stakes and 0 trimmed.

  • 84 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $935M of WisdomTree US LargeCap Dividend Fund stock for Q2 2013.
  • 84 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2013 and 0 closed out, a net change of +84 holders.

Based on aggregated 13F filings for Q2 2013.