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WisdomTree US LargeCap Dividend Fund

168 hedge funds and large institutions have $1,000M invested in WisdomTree US LargeCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $614K

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

4% more funds holding

Funds holding: 161168 (+7)

1.13% more ownership

Funds ownership: 102.91%104.04% (+1.1%)

0% more capital invested

Capital invested by funds: $998M → $1,000M (+$1.88M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 57

Holders
168
Holders Change
+7
Holders Change %
+4.35%
% of All Funds
4.19%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
14
Increased
47
Reduced
57
Closed
6
Calls
$1.51M
Puts
$614K
Net Calls
+$899K
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$6.24M -$66.6K -1,594 -1%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$5.08M +$3.85M +92,080 +321%
MWM
28
Mission Wealth Management
California
$4.8M -$46K -1,100 -1%
VF
29
Virtu Financial
New York
$4.63M +$2.67M +63,858 +138%
PWAP
30
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.19M +$72.4K +1,732 +2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$4.15M -$173K -4,140 -4%
VC
32
Vestor Capital
Illinois
$4.1M +$72.7K +1,740 +2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.77M +$253K +6,044 +7%
HighTower Advisors
34
HighTower Advisors
Illinois
$3.67M +$2.07M +49,528 +130%
LW
35
Linscomb Wealth
Texas
$3.64M -$63.7K -1,524 -2%
PCM
36
Perritt Capital Management
Illinois
$3.46M -$73.6K -1,760 -2%
William Blair & Company
37
William Blair & Company
Illinois
$3.11M -$599K -14,324 -16%
UCFA
38
United Capital Financial Advisors
Texas
$3.09M -$52.2K -1,250 -2%
NFG
39
Nadler Financial Group
Illinois
$2.96M -$212K -5,070 -7%
AP
40
Advisors Preferred
Maryland
$2.61M +$46.8K +1,120 +2%
GWA
41
Guidant Wealth Advisors
Illinois
$2.32M -$4.76K -114 -0.2%
HWP
42
Hefty Wealth Partners
Indiana
$2.13M +$811K +19,412 +62%
Citigroup
43
Citigroup
New York
$2.1M -$57.4K -1,374 -3%
CWM
44
Circle Wealth Management
New Jersey
$2.03M +$7.27K +174 +0.4%
AG
45
Advisor Group
Arizona
$1.99M -$641K -15,326 -24%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$1.91M -$41.4K -990 -2%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$1.9M +$45.8K +1,096 +2%
MHS
48
M Holdings Securities
Oregon
$1.89M +$794K +18,988 +73%
MWP
49
Moller Wealth Partners
$1.76M
CANC
50
Culbertson A N & Co
Virginia
$1.6M -$16.7K -400 -1%

DLN Hedge Fund Activity: Q2 2017 in Review

168 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2017, worth a combined $1,000M — up 0.19% from $998M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DLN positions and 6 closed out — a net gain of 8 holders — while 47 added to existing stakes and 57 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $3.85M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $8.19M.

  • 168 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2017, up from 161 in Q1 2017.
  • Funds reported $1,000M of WisdomTree US LargeCap Dividend Fund stock for Q2 2017, up 0.19% quarter-over-quarter.
  • 14 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2017 and 6 closed out, a net change of +8 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2017 was Bank of New York Mellon, an estimated $3.85M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2017 was Wilbanks Smith & Thomas Asset Management, an estimated $8.19M sold.

Based on aggregated 13F filings for Q2 2017.