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WisdomTree US LargeCap Dividend Fund

168 hedge funds and large institutions have $1,000M invested in WisdomTree US LargeCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $614K

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

4% more funds holding

Funds holding: 161168 (+7)

1.13% more ownership

Funds ownership: 102.91%104.04% (+1.1%)

0% more capital invested

Capital invested by funds: $998M → $1,000M (+$1.88M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 57

Holders
168
Holders Change
+7
Holders Change %
+4.35%
% of All Funds
4.19%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
14
Increased
47
Reduced
57
Closed
6
Calls
$1.51M
Puts
$614K
Net Calls
+$899K
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
51
Shine Investment Advisory Services
Colorado
$1.59M -$4.43K -106 -0.3%
M&T Bank
52
M&T Bank
New York
$1.53M +$39.2K +938 +3%
Jane Street
53
Jane Street
New York
$1.45M +$543K +13,002 +61%
Brown Advisory
54
Brown Advisory
Maryland
$1.42M +$243K +5,808 +21%
KA
55
Kovack Advisors
Florida
$1.4M -$94.4K -2,258 -6%
SCA
56
STALEY CAPITAL ADVISERS
Pennsylvania
$1.36M
OIA
57
Optimum Investment Advisors
Illinois
$1.28M +$1.67K +40 +0.1%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.27M +$93.5K +2,238 +8%
Stifel Financial
59
Stifel Financial
Missouri
$1.27M +$33.7K +806 +3%
Cerity Partners
60
Cerity Partners
New York
$1.1M +$5.85K +140 +0.5%
DADC
61
D.A. Davidson & Co
Montana
$974K +$356K +8,506 +58%
Ameriprise
62
Ameriprise
Minnesota
$899K +$52.8K +1,264 +6%
Citadel Advisors
63
Citadel Advisors
Florida
$793K -$3.24M -77,620 -80%
FAAS
64
First Allied Advisory Services
California
$778K +$22.7K +542 +3%
FCIM
65
Fairview Capital Investment Management
California
$746K +$742K +17,746 New
ACA
66
Ackerman Capital Advisors
Texas
$745K +$740K +17,716 New
CAN
67
Cetera Advisor Networks
California
$744K -$24.2K -580 -3%
CG
68
Caprock Group
Idaho
$740K -$408K -9,762 -36%
SIA
69
Starfire Investment Advisers
Michigan
$703K
EWA
70
Exencial Wealth Advisors
Oklahoma
$682K
CIM
71
Confluence Investment Management
Missouri
$648K -$220K -5,270 -25%
BC
72
Bartlett & Co
Ohio
$627K -$60.6K -1,450 -9%
HIC
73
Holderness Investments Company
North Carolina
$610K -$9.61K -230 -2%
US Bancorp
74
US Bancorp
Minnesota
$608K
PAG
75
Private Advisor Group
New Jersey
$603K +$55.6K +1,330 +10%

DLN Hedge Fund Activity: Q2 2017 in Review

168 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2017, worth a combined $1,000M — up 0.19% from $998M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DLN positions and 6 closed out — a net gain of 8 holders — while 47 added to existing stakes and 57 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $3.85M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $8.19M.

  • 168 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2017, up from 161 in Q1 2017.
  • Funds reported $1,000M of WisdomTree US LargeCap Dividend Fund stock for Q2 2017, up 0.19% quarter-over-quarter.
  • 14 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2017 and 6 closed out, a net change of +8 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2017 was Bank of New York Mellon, an estimated $3.85M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2017 was Wilbanks Smith & Thomas Asset Management, an estimated $8.19M sold.

Based on aggregated 13F filings for Q2 2017.