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WisdomTree US LargeCap Dividend Fund
DLN

191 hedge funds and large institutions have $1.11B invested in WisdomTree US LargeCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

12% more funds holding

Funds holding: 171 → 191 (+20)

8% more capital invested

Capital invested by funds: $1.03B → $1.11B (+$77.9M)

3.14% more ownership

Funds ownership: 105.33% → 108.47% (+3.1%)

16% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 55

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
191
Holders Change
+20
Holders Change %
+11.7%
% of All Funds
4.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
34
Increased
46
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GWA
Guidant Wealth Advisors
Illinois
+$7.45M
2
Goldman Sachs
Goldman Sachs
New York
+$1.66M
3
Ameriprise
Ameriprise
Minnesota
+$1.27M
4
BAAM
Baker Avenue Asset Management
California
+$1.17M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
TSS
Two Sigma Securities
New York
-$7.89M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$7.19M
3
PV
Private Vista
Illinois
-$4.51M
4
Morgan Stanley
Morgan Stanley
New York
-$4.34M
5
Jane Street
Jane Street
New York
-$2.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
51
Circle Wealth Management
New Jersey
$2.24M +$9.41K +210 +0.4%
NWS
52
Newport Wealth Strategies
California
$2.21M +$2.07M +46,274 New
FAIM
53
Financial Advocates Investment Management
Washington
$2.19M +$2.13M +47,460 New
Baird Financial Group
54
Baird Financial Group
Wisconsin
$2.08M +$24.6K +548 +1%
MHS
55
M Holdings Securities
Oregon
$2.07M – – –
MWP
56
Moller Wealth Partners
$1.93M – – –
SPIA
57
Steward Partners Investment Advisory
New York
$1.78M +$915K +20,420 +112%
Citigroup
58
Citigroup
New York
$1.78M +$151K +3,378 +10%
CANC
59
Culbertson A N & Co
Virginia
$1.75M – – –
SIAS
60
Shine Investment Advisory Services
Colorado
$1.74M – – –
M&T Bank
61
M&T Bank
New York
$1.68M – – –
Brown Advisory
62
Brown Advisory
Maryland
$1.57M +$13.4K +300 +0.9%
KA
63
Kovack Advisors
Florida
$1.53M -$3.41K -76 -0.2%
SCA
64
STALEY CAPITAL ADVISERS
Pennsylvania
$1.49M -$1.79K -40 -0.1%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.49M -$46.7K -1,042 -3%
ACG
66
Allen Capital Group
Nebraska
$1.45M +$1.41M +31,376 New
Stifel Financial
67
Stifel Financial
Missouri
$1.41M +$6.45K +144 +0.5%
LNC
68
Lincoln National Corp
Pennsylvania
$1.34M +$669K +14,918 +106%
OIA
69
Optimum Investment Advisors
Illinois
$1.29M -$46.6K -1,040 -4%
Cerity Partners
70
Cerity Partners
New York
$1.22M +$5.92K +132 +0.5%
BAAM
71
Baker Avenue Asset Management
California
$1.21M +$1.17M +26,154 New
DADC
72
D.A. Davidson & Co
Montana
$1.19M +$45.8K +1,022 +4%
Jane Street
73
Jane Street
New York
$1.19M -$2.31M -51,518 -67%
VFA
74
Valeo Financial Advisors
Indiana
$1.16M – – –
WLIM
75
White Lighthouse Investment Management
Massachusetts
$942K +$917K +20,450 New
1 2
3
4 5

DLN Hedge Fund Activity: Q4 2017 in Review

191 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2017, worth a combined $1.11B — up 7.5% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DLN positions and 14 closed out — a net gain of 20 holders — while 46 added to existing stakes and 55 trimmed.

The largest buyer was Guidant Wealth Advisors, adding an estimated $7.45M. The largest seller was Two Sigma Securities, exiting entirely with an estimated $7.89M sold.

  • 191 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2017, up from 171 in Q3 2017.
  • Funds reported $1.11B of WisdomTree US LargeCap Dividend Fund stock for Q4 2017, up 7.5% quarter-over-quarter.
  • 34 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2017 and 14 closed out, a net change of +20 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2017 was Guidant Wealth Advisors, an estimated $7.45M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2017 was Two Sigma Securities, an estimated $7.89M sold.

Based on aggregated 13F filings for Q4 2017.