WisdomTree US LargeCap Dividend Fund
DLN
193 hedge funds and large institutions have $1.05B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 66 reducing their positions, and 15 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
20% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 15
1% more funds holding
Funds holding: 191 → 193 (+2)
0.12% less ownership
Funds ownership: 108.47% → 108.35% (-0.12%)
6% less capital invested
Capital invested by funds: $1.11B → $1.05B (-$65.8M)
29% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 66
48% less call options, than puts
Call options by funds: $389K | Put options by funds: $753K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$3.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.66M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$2.51M |
| 4 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$2.09M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$6.6M |
| 2 |
EWM
Evercore Wealth Management
New York
|
-$5.37M |
| 3 |
Morgan Stanley
New York
|
-$4.93M |
| 4 |
Goldman Sachs
New York
|
-$4.14M |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$2.88M |
DLN Hedge Fund Activity: Q1 2018 in Review
193 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2018, worth a combined $1.05B — down 5.9% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DLN positions and 15 closed out — a net gain of 3 holders — while 47 added to existing stakes and 66 trimmed.
The largest buyer was IFG Advisory, opening a new position worth an estimated $3.3M. The largest seller was Sarasin & Partners, exiting entirely with an estimated $6.6M sold.
- 193 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2018, up from 191 in Q4 2017.
- Funds reported $1.05B of WisdomTree US LargeCap Dividend Fund stock for Q1 2018, down 5.9% quarter-over-quarter.
- 18 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2018 and 15 closed out, a net change of +3 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2018 was IFG Advisory, an estimated $3.3M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2018 was Sarasin & Partners, an estimated $6.6M sold.
Based on aggregated 13F filings for Q1 2018.