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WisdomTree US LargeCap Dividend Fund
DLN

191 hedge funds and large institutions have $1.06B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

3% more capital invested

Capital invested by funds: $1.03B → $1.06B (+$34.8M)

0% more funds holding

Funds holding: 191 → 191 (0)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

1.42% less ownership

Funds ownership: 107.32% → 105.9% (-1.4%)

26% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 62

Holders
191
Holders Change
–
Holders Change %
0%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
12
Increased
46
Reduced
62
Closed
11
Calls
$229K
Puts
–
Net Calls
+$229K
Net Calls Change
+$751K

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$7.55M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.19M
3
DADC
D.A. Davidson & Co
Montana
+$2.42M
4
SKK
Shepherd Kaplan Krochuk
Massachusetts
+$2.4M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$1.49M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$8.05M
2
PV
Private Vista
Illinois
-$5.9M
3
SWP
Stratos Wealth Partners
Ohio
-$4.26M
4
Morgan Stanley
Morgan Stanley
New York
-$4.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$3.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
SP
26
Sarasin & Partners
United Kingdom
$6.59M -$12.1K -258 -0.2%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$6.56M -$1.04M -22,276 -14%
PP
28
PagnatoKarp Partners
Virginia
$6.51M +$100K +2,134 +2%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$6.01M -$714K -15,226 -11%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$5.96M +$4.19M +89,298 +251%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$5.65M +$407K +8,682 +8%
GWA
32
Guidant Wealth Advisors
Illinois
$5.35M -$9.19K -196 -0.1%
CI
33
CX Institutional
Indiana
$5.08M +$62K +1,322 +1%
GFPC
34
Global Financial Private Capital
Florida
$4.47M +$329K +7,024 +8%
PCM
35
Perritt Capital Management
Illinois
$4.16M +$71K +1,514 +2%
PWAP
36
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.1M -$83.3K -1,776 -2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$3.95M -$2.49M -53,086 -39%
CT
38
CPF Texas
Texas
$3.64M -$27.1K -578 -0.8%
DADC
39
D.A. Davidson & Co
Montana
$3.62M +$2.42M +51,672 +213%
LW
40
Linscomb Wealth
Texas
$3.61M -$81K -1,726 -2%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$3.53M +$1.49M +31,840 +76%
PA
42
Paracle Advisors
Washington
$3.38M -$81.7K -1,742 -2%
NFG
43
Nadler Financial Group
Illinois
$3.31M -$38.9K -830 -1%
MWM
44
Mission Wealth Management
California
$3.31M -$1.33M -28,310 -29%
UCFA
45
United Capital Financial Advisors
Texas
$3.3M +$26.5K +564 +0.8%
VC
46
Vestor Capital
Illinois
$3.19M -$2.11M -44,990 -40%
SKK
47
Shepherd Kaplan Krochuk
Massachusetts
$2.75M +$2.4M +51,258 +790%
Stifel Financial
48
Stifel Financial
Missouri
$2.63M +$88.2K +1,880 +4%
FAIM
49
Financial Advocates Investment Management
Washington
$2.4M +$122K +2,606 +5%
CWM
50
Circle Wealth Management
New Jersey
$2.36M +$7.22K +154 +0.3%
1
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3 4 5

DLN Hedge Fund Activity: Q3 2018 in Review

191 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q3 2018, worth a combined $1.06B — up 3.4% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DLN positions and 11 closed out — a net gain of 1 holder — while 46 added to existing stakes and 62 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $7.55M. The largest seller was Wells Fargo, cutting an estimated $8.05M.

  • 191 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $1.06B of WisdomTree US LargeCap Dividend Fund stock for Q3 2018, up 3.4% quarter-over-quarter.
  • 12 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q3 2018 and 11 closed out, a net change of +1 holder.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q3 2018 was Steward Partners Investment Advisory, an estimated $7.55M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q3 2018 was Wells Fargo, an estimated $8.05M sold.

Based on aggregated 13F filings for Q3 2018.