WisdomTree US LargeCap Dividend Fund
DLN
228 hedge funds and large institutions have $1.1B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 32 closing their positions.
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
12% more call options, than puts
Call options by funds: $396K | Put options by funds: $355K
6.67% more ownership
Funds ownership: 114.58% → 121.25% (+6.7%)
8% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 65
4% less funds holding
Funds holding: 238 → 228 (-10)
19% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 32
20% less capital invested
Capital invested by funds: $1.38B → $1.1B (-$277M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$46.3M |
| 2 |
Morgan Stanley
New York
|
+$36.6M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$18.7M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$14.1M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$57.4M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$18.2M |
| 3 |
LPL Financial
San Diego,
California
|
-$12.2M |
| 4 |
GW
GW & Wade
Wellesley,
Massachusetts
|
-$7.78M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.51M |
DLN Hedge Fund Activity: Q1 2020 in Review
228 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2020, worth a combined $1.1B — down 20% from $1.38B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of DLN and 26 opened new positions — a net loss of 6 holders — while 65 trimmed existing stakes and 70 added.
The largest buyer was Bank of America, adding an estimated $46.3M. The largest seller was RiverFront Investment Group, cutting an estimated $57.4M.
- 228 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2020, down from 238 in Q4 2019.
- Funds reported $1.1B of WisdomTree US LargeCap Dividend Fund stock for Q1 2020, down 20% quarter-over-quarter.
- 26 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2020 and 32 closed out, a net change of -6 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2020 was Bank of America, an estimated $46.3M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2020 was RiverFront Investment Group, an estimated $57.4M sold.
Based on aggregated 13F filings for Q1 2020.