WisdomTree US LargeCap Dividend Fund
204 hedge funds and large institutions have $1.07B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 16 closing their positions.
88% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 16
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
20% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 51
9.26% more ownership
Funds ownership: 105.9% → 115.16% (+9.3%)
7% more funds holding
Funds holding: 191 → 204 (+13)
0% more capital invested
Capital invested by funds: $1.06B → $1.07B (+$4.73M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$33.2M |
| 2 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$32.3M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$8.24M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
+$6.87M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
-$7.63M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$3.37M |
| 3 |
PV
Private Vista
Chicago,
Illinois
|
-$2.59M |
| 4 |
VC
Vestor Capital
Chicago,
Illinois
|
-$2.16M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.97M |
DLN Hedge Fund Activity: Q4 2018 in Review
204 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2018, worth a combined $1.07B — up 0.45% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new DLN positions and 16 closed out — a net gain of 14 holders — while 61 added to existing stakes and 51 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $33.2M. The largest seller was Guidant Wealth Advisors, cutting an estimated $7.63M.
- 204 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2018, up from 191 in Q3 2018.
- Funds reported $1.07B of WisdomTree US LargeCap Dividend Fund stock for Q4 2018, up 0.45% quarter-over-quarter.
- 30 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2018 and 16 closed out, a net change of +14 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2018 was Bank of New York Mellon, an estimated $33.2M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2018 was Guidant Wealth Advisors, an estimated $7.63M sold.
Based on aggregated 13F filings for Q4 2018.