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WisdomTree US LargeCap Dividend Fund

191 hedge funds and large institutions have $1.11B invested in WisdomTree US LargeCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

12% more funds holding

Funds holding: 171191 (+20)

8% more capital invested

Capital invested by funds: $1.03B → $1.11B (+$77.9M)

3.14% more ownership

Funds ownership: 105.33%108.47% (+3.1%)

16% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 55

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
191
Holders Change
+20
Holders Change %
+11.7%
% of All Funds
4.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
34
Increased
46
Reduced
55
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$7.13M -$172K -3,846 -2%
PP
27
PagnatoKarp Partners
Virginia
$6.92M -$1.25M -27,934 -16%
LYV
28
Live Your Vision
Pennsylvania
$6.73M -$453K -10,110 -7%
SP
29
Sarasin & Partners
United Kingdom
$6.6M -$167K -3,730 -3%
GWA
30
Guidant Wealth Advisors
Illinois
$5.3M +$7.45M +166,174 +303%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$4.96M +$416K +9,278 +9%
MWM
32
Mission Wealth Management
California
$4.7M -$281K -6,270 -6%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$4.56M +$919K +20,496 +26%
VC
34
Vestor Capital
Illinois
$4.42M -$24.2K -540 -0.6%
PWAP
35
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.39M +$9.68K +216 +0.2%
GFPC
36
Global Financial Private Capital
Florida
$3.96M +$430K +9,600 +13%
AP
37
Advisors Preferred
Maryland
$3.96M +$292K +6,522 +8%
PCM
38
Perritt Capital Management
Illinois
$3.88M -$42.3K -944 -1%
HighTower Advisors
39
HighTower Advisors
Illinois
$3.87M -$343K -7,642 -8%
CT
40
CPF Texas
Texas
$3.77M +$3.67M +81,900 New
LW
41
Linscomb Wealth
Texas
$3.58M -$298K -6,648 -8%
PA
42
Paracle Advisors
Washington
$3.48M -$56.7K -1,264 -2%
NFG
43
Nadler Financial Group
Illinois
$3.27M +$90.1K +2,010 +3%
UCFA
44
United Capital Financial Advisors
Texas
$3.25M -$6.18K -138 -0.2%
AG
45
Advisor Group
Arizona
$2.75M +$263K +5,868 +11%
HWP
46
Hefty Wealth Partners
Indiana
$2.47M +$73.9K +1,648 +3%
William Blair & Company
47
William Blair & Company
Illinois
$2.4M -$410K -9,144 -15%
OPWM
48
Oak Point Wealth Management
Michigan
$2.36M +$2.3M +51,350 New
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$2.27M +$182K +4,056 +9%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$2.26M +$1.12M +25,090 +105%

DLN Hedge Fund Activity: Q4 2017 in Review

191 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2017, worth a combined $1.11B — up 7.5% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DLN positions and 14 closed out — a net gain of 20 holders — while 46 added to existing stakes and 55 trimmed.

The largest buyer was Guidant Wealth Advisors, adding an estimated $7.45M. The largest seller was Two Sigma Securities, exiting entirely with an estimated $7.89M sold.

  • 191 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2017, up from 171 in Q3 2017.
  • Funds reported $1.11B of WisdomTree US LargeCap Dividend Fund stock for Q4 2017, up 7.5% quarter-over-quarter.
  • 34 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2017 and 14 closed out, a net change of +20 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2017 was Guidant Wealth Advisors, an estimated $7.45M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2017 was Two Sigma Securities, an estimated $7.89M sold.

Based on aggregated 13F filings for Q4 2017.