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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
RTS
51
Round Table Services
New Jersey
$748K +$755K +25,006 New
EWA
52
Exencial Wealth Advisors
Oklahoma
$686K +$663K +21,972 New
Northern Trust
53
Northern Trust
Illinois
$683K +$690K +22,844 New
Goldman Sachs
54
Goldman Sachs
New York
$613K +$619K +20,492 New
DG
55
Davidson & Garrard
Virginia
$606K +$612K +20,260 New
RJT
56
Raymond James Trust
Florida
$574K +$580K +19,198 New
CC
57
Courier Capital
New York
$571K +$576K +19,090 New
BC
58
Bartlett & Co
Ohio
$543K +$549K +18,170 New
JP Morgan Chase
59
JP Morgan Chase
New York
$499K +$504K +16,684 New
AA
60
Ancora Advisors
Ohio
$499K +$504K +16,694 New
US Bancorp
61
US Bancorp
Minnesota
$483K +$488K +16,158 New
BJL
62
Brighton Jones LLC
Washington
$473K +$477K +15,810 New
AR
63
Advisory Research
Illinois
$342K +$345K +11,440 New
CWM
64
Concert Wealth Management
California
$336K +$338K +11,188 New
PPA
65
Parametric Portfolio Associates
Washington
$292K +$295K +9,766 New
ST
66
Spinnaker Trust
Maine
$265K +$267K +8,858 New
CC
67
Callan Capital
California
$250K +$252K +8,354 New
Deutsche Bank
68
Deutsche Bank
Germany
$243K +$245K +8,128 New
CIS
69
Connors Investor Services
Pennsylvania
$230K +$232K +7,690 New
AIG
70
American International Group
New York
$229K +$232K +7,670 New
VA
71
Valmark Advisers
Ohio
$212K +$214K +7,076 New
MA
72
MCF Advisors
Kentucky
$203K +$181K +6,000 New
Ameriprise
73
Ameriprise
Minnesota
$200K +$203K +6,720 New
BTS
74
BB&T Securities
Virginia
$168K +$17M +561,950 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$76K +$77.3K +2,560 New
1 2
3
4

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.