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WisdomTree US LargeCap Dividend Fund
DLN

200 hedge funds and large institutions have $1.17B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.16B → $1.17B (+$14.8M)

2.3% less ownership

Funds ownership: 114.12% → 111.82% (-2.3%)

5% less funds holding

Funds holding: 210 → 200 (-10)

12% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 67

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
200
Holders Change
-10
Holders Change %
-4.76%
% of All Funds
4.34%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
7
Increased
59
Reduced
67
Closed
13
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
-$20K

Top Buyers

1
LPL Financial
LPL Financial
California
+$14.1M
2
RJA
Raymond James & Associates
Florida
+$11.7M
3
Bank of America
Bank of America
North Carolina
+$6.84M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.18M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$15.8M
2
Morgan Stanley
Morgan Stanley
New York
-$14.9M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$14.1M
4
Goldman Sachs
Goldman Sachs
New York
-$5.14M
5
GFPC
Global Financial Private Capital
Florida
-$4.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
51
Nadler Financial Group
Illinois
$2.49M -$24.3K -510 -1%
GWA
52
Guidant Wealth Advisors
Illinois
$2.48M – – –
Citadel Advisors
53
Citadel Advisors
Florida
$2.47M +$489K +10,260 +25%
CWM
54
Circle Wealth Management
New Jersey
$2.42M +$9.25K +194 +0.4%
HighTower Advisors
55
HighTower Advisors
Illinois
$2.24M -$36.4K -764 -2%
M&T Bank
56
M&T Bank
New York
$2.06M +$76.5K +1,604 +4%
MWP
57
Moller Wealth Partners
$2M -$4.01K -84 -0.2%
SIAS
58
Shine Investment Advisory Services
Colorado
$1.88M – – –
ATPW
59
Ashton Thomas Private Wealth
Arizona
$1.79M +$1.77M +37,028 New
William Blair & Company
60
William Blair & Company
Illinois
$1.77M -$519K -10,870 -23%
SFWC
61
Strategic Family Wealth Counselors
New Jersey
$1.7M -$154K -3,236 -8%
KA
62
Kovack Advisors
Florida
$1.7M +$24.4K +512 +1%
TRCT
63
Tower Research Capital (TRC)
New York
$1.7M +$732K +15,352 +78%
CANC
64
Culbertson A N & Co
Virginia
$1.67M – – –
Brown Advisory
65
Brown Advisory
Maryland
$1.58M – – –
SCA
66
STALEY CAPITAL ADVISERS
Pennsylvania
$1.53M +$11.7K +246 +0.8%
AAS
67
Avantax Advisory Services
Texas
$1.47M +$94.1K +1,972 +7%
SKK
68
Shepherd Kaplan Krochuk
Massachusetts
$1.44M -$1.13M -23,612 -44%
ACG
69
Allen Capital Group
Nebraska
$1.4M -$3.05K -64 -0.2%
Citigroup
70
Citigroup
New York
$1.38M -$35.2K -738 -3%
AG
71
Advisor Group
Arizona
$1.38M -$72.8K -1,526 -5%
Cerity Partners
72
Cerity Partners
New York
$1.33M +$10K +210 +0.8%
VFA
73
Valeo Financial Advisors
Indiana
$1.23M – – –
KeyBank National Association
74
KeyBank National Association
Ohio
$1.19M +$48K +1,006 +4%
CPIG
75
Chicago Partners Investment Group
Illinois
$1.16M +$143K +3,004 +15%
1 2
3
4 5

DLN Hedge Fund Activity: Q2 2019 in Review

200 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2019, worth a combined $1.17B — up 1.3% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DLN and 7 opened new positions — a net loss of 6 holders — while 67 trimmed existing stakes and 59 added.

The largest buyer was LPL Financial, adding an estimated $14.1M. The largest seller was Bank of New York Mellon, cutting an estimated $15.8M.

  • 200 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2019, down from 210 in Q1 2019.
  • Funds reported $1.17B of WisdomTree US LargeCap Dividend Fund stock for Q2 2019, up 1.3% quarter-over-quarter.
  • 7 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2019 and 13 closed out, a net change of -6 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2019 was LPL Financial, an estimated $14.1M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2019 was Bank of New York Mellon, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2019.