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WisdomTree US LargeCap Dividend Fund
DLN

121 hedge funds and large institutions have $1.65B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

77% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 26

45% more capital invested

Capital invested by funds: $1.14B → $1.65B (+$510M)

21% more funds holding

Funds holding: 100 → 121 (+21)

4.24% more ownership

Funds ownership: 108.53% → 112.77% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $378K

Holders
121
Holders Change
+21
Holders Change %
+21%
% of All Funds
3.23%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
28
Increased
46
Reduced
26
Closed
6
Calls
–
Puts
$378K
Net Calls
-$378K
Net Calls Change
+$106K

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
+$224M
2
RJA
Raymond James & Associates
Florida
+$17.3M
3
BTS
BB&T Securities
Virginia
+$16.4M
4
Morgan Stanley
Morgan Stanley
New York
+$9.39M
5
Goldman Sachs
Goldman Sachs
New York
+$8.97M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.16M
2
UCFA
United Capital Financial Advisors
Texas
-$5.12M
3
EWM
Evercore Wealth Management
New York
-$3.4M
4
Citigroup
Citigroup
New York
-$1.81M
5
GW
GW & Wade
Massachusetts
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAAS
51
First Allied Advisory Services
California
$1.45M -$506K -13,928 -26%
Ameriprise
52
Ameriprise
Minnesota
$1.36M +$922K +25,398 +224%
S
53
SignatureFD
Georgia
$1.32M +$1.3M +35,688 New
PAG
54
Private Advisor Group
New Jersey
$1.3M +$269K +7,412 +27%
M&T Bank
55
M&T Bank
New York
$1.27M +$9.51K +262 +0.8%
OIA
56
Optimum Investment Advisors
Illinois
$1.25M +$14.5K +400 +1%
RJT
57
Raymond James Trust
Florida
$1.2M +$675K +18,602 +135%
William Blair & Company
58
William Blair & Company
Illinois
$1.14M -$92.6K -2,550 -8%
CANC
59
Culbertson A N & Co
Virginia
$1.07M +$21.8K +600 +2%
MFS
60
MSI Financial Services
Massachusetts
$1.01M -$29.1K -802 -3%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$990K – – –
ONB
62
Old National Bancorp
Indiana
$978K -$85.3K -2,350 -8%
CG
63
Colony Group
Massachusetts
$961K -$114K -3,144 -11%
KA
64
Kovack Advisors
Florida
$875K +$857K +23,594 New
CA
65
Cetera Advisors
Colorado
$840K +$39.9K +1,100 +5%
EWMCB
66
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$840K +$823K +22,680 New
EWA
67
Exencial Wealth Advisors
Oklahoma
$814K +$363 +10 +0%
Citadel Advisors
68
Citadel Advisors
Florida
$807K +$791K +21,780 New
SWP
69
Stratos Wealth Partners
Ohio
$682K +$668K +18,388 New
BC
70
Bartlett & Co
Ohio
$597K -$18.2K -500 -3%
RTS
71
Round Table Services
New Jersey
$583K +$508 +14 +0.1%
CC
72
Courier Capital
New York
$567K -$21.8K -600 -4%
BCM
73
Beck Capital Management
Texas
$564K -$55.5K -1,528 -9%
AA
74
Ancora Advisors
Ohio
$548K -$80.6K -2,220 -13%
PLFAM
75
Pineno Levin & Ford Asset Management
Virginia
$538K – – –
1 2
3
4 5

DLN Hedge Fund Activity: Q4 2014 in Review

121 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2014, worth a combined $1.65B — up 45% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DLN positions and 6 closed out — a net gain of 22 holders — while 46 added to existing stakes and 26 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $224M. The largest seller was Envestnet Asset Management, cutting an estimated $5.16M.

  • 121 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2014, up from 100 in Q3 2014.
  • Funds reported $1.65B of WisdomTree US LargeCap Dividend Fund stock for Q4 2014, up 45% quarter-over-quarter.
  • 28 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2014 and 6 closed out, a net change of +22 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2014 was RiverFront Investment Group, an estimated $224M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2014 was Envestnet Asset Management, an estimated $5.16M sold.

Based on aggregated 13F filings for Q4 2014.