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WisdomTree US LargeCap Dividend Fund
DLN

191 hedge funds and large institutions have $1.06B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

3% more capital invested

Capital invested by funds: $1.03B → $1.06B (+$34.8M)

0% more funds holding

Funds holding: 191 → 191 (0)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

1.42% less ownership

Funds ownership: 107.32% → 105.9% (-1.4%)

26% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 62

Holders
191
Holders Change
–
Holders Change %
0%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
12
Increased
46
Reduced
62
Closed
11
Calls
$229K
Puts
–
Net Calls
+$229K
Net Calls Change
+$751K

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$7.55M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.19M
3
DADC
D.A. Davidson & Co
Montana
+$2.42M
4
SKK
Shepherd Kaplan Krochuk
Massachusetts
+$2.4M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$1.49M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$8.05M
2
PV
Private Vista
Illinois
-$5.9M
3
SWP
Stratos Wealth Partners
Ohio
-$4.26M
4
Morgan Stanley
Morgan Stanley
New York
-$4.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$3.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$2.3M -$178K -3,786 -7%
BAAM
52
Baker Avenue Asset Management
California
$2.3M +$94 +2 +0%
William Blair & Company
53
William Blair & Company
Illinois
$2.29M -$40.3K -860 -2%
MHS
54
M Holdings Securities
Oregon
$2.14M -$7.6K -162 -0.4%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$2.14M +$42K +896 +2%
MWP
56
Moller Wealth Partners
$1.97M – – –
M&T Bank
57
M&T Bank
New York
$1.89M +$153K +3,254 +9%
SIAS
58
Shine Investment Advisory Services
Colorado
$1.81M +$5.63K +120 +0.3%
CANC
59
Culbertson A N & Co
Virginia
$1.67M – – –
KA
60
Kovack Advisors
Florida
$1.63M +$14.1K +300 +0.9%
SCA
61
STALEY CAPITAL ADVISERS
Pennsylvania
$1.52M -$28.1K -600 -2%
AG
62
Advisor Group
Arizona
$1.48M -$1.34M -28,654 -48%
ACG
63
Allen Capital Group
Nebraska
$1.43M -$53.4K -1,138 -4%
Brown Advisory
64
Brown Advisory
Maryland
$1.41M -$34.8K -742 -2%
Citadel Advisors
65
Citadel Advisors
Florida
$1.34M -$2.43M -51,722 -65%
Citigroup
66
Citigroup
New York
$1.32M -$74.2K -1,582 -5%
Cerity Partners
67
Cerity Partners
New York
$1.29M +$4.6K +98 +0.4%
IA
68
IFG Advisory
Georgia
$1.26M -$203K -4,330 -6%
Jane Street
69
Jane Street
New York
$1.18M -$250K -5,322 -18%
VFA
70
Valeo Financial Advisors
Indiana
$1.15M – – –
MML Investors Services
71
MML Investors Services
Massachusetts
$1.11M +$204K +4,346 +23%
AP
72
Advisors Preferred
Maryland
$1.11M -$1.18M -25,200 -52%
KeyBank National Association
73
KeyBank National Association
Ohio
$964K – – –
GAG
74
GM Advisory Group
New York
$934K +$228K +4,860 +33%
NWS
75
Newport Wealth Strategies
California
$880K -$72.1K -1,538 -7%
1 2
3
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DLN Hedge Fund Activity: Q3 2018 in Review

191 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q3 2018, worth a combined $1.06B — up 3.4% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DLN positions and 11 closed out — a net gain of 1 holder — while 46 added to existing stakes and 62 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $7.55M. The largest seller was Wells Fargo, cutting an estimated $8.05M.

  • 191 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $1.06B of WisdomTree US LargeCap Dividend Fund stock for Q3 2018, up 3.4% quarter-over-quarter.
  • 12 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q3 2018 and 11 closed out, a net change of +1 holder.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q3 2018 was Steward Partners Investment Advisory, an estimated $7.55M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q3 2018 was Wells Fargo, an estimated $8.05M sold.

Based on aggregated 13F filings for Q3 2018.