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WisdomTree US LargeCap Dividend Fund
DLN

95 hedge funds and large institutions have $1.13B invested in WisdomTree US LargeCap Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

13% more capital invested

Capital invested by funds: $995M → $1.13B (+$131M)

2% more funds holding

Funds holding: 93 → 95 (+2)

2% more ownership

Funds ownership: 107.67% → 109.67% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
95
Holders Change
+2
Holders Change %
+2.15%
% of All Funds
2.76%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
11
Increased
40
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
+$36.1M
2
Morgan Stanley
Morgan Stanley
New York
+$5.22M
3
Wells Fargo
Wells Fargo
California
+$2.32M
4
U
UBS
Switzerland
+$1.75M
5
PI
Placemark Investments
Illinois
+$1.32M

Top Sellers

1
LYV
Live Your Vision
Pennsylvania
-$7.81M
2
UCFA
United Capital Financial Advisors
Texas
-$7.75M
3
Comerica Bank
Comerica Bank
Texas
-$3.04M
4
Bank of America
Bank of America
North Carolina
-$2.24M
5
Goldman Sachs
Goldman Sachs
New York
-$829K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
76
Callan Capital
California
$278K – – –
BP
77
Banyan Partners
Florida
$278K +$964 +30 +0.4%
AT
78
Arden Trust
Delaware
$268K +$35.7K +1,110 +16%
CIS
79
Connors Investor Services
Pennsylvania
$251K – – –
VA
80
Valmark Advisers
Ohio
$235K – – –
ST
81
Spinnaker Trust
Maine
$226K -$55.2K -1,716 -20%
AIG
82
American International Group
New York
$219K -$41.3K -1,284 -16%
LIA
83
LS Investment Advisors
Michigan
$193K – – –
HI
84
Hudock Inc
Pennsylvania
$115K +$31.8K +988 +40%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$105K -$14.8K -460 -13%
V
86
Veritable
Delaware
$99K +$95.8K +2,980 New
FAM
87
Formidable Asset Management
Ohio
$69K – – –
VIA
88
Vantage Investment Advisors
Pennsylvania
$52K +$49.8K +1,550 New
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$49K -$778K -24,208 -94%
BFEC
90
Benjamin F. Edwards & Company
Missouri
$30K – – –
AC
91
Alexandria Capital
Virginia
$6K – – –
WEC
92
Winslow Evans & Crocker
Massachusetts
$5K +$4.82K +150 New
HCM
93
Horrell Capital Management
Arkansas
$4K – – –
TRCT
94
Tower Research Capital (TRC)
New York
$4K +$3.41K +106 New
WA
95
WFG Advisors
Texas
$3K – – –
UCFA
96
United Capital Financial Advisors
Texas
– -$7.75M -253,180 Closed
Comerica Bank
97
Comerica Bank
Texas
– -$3.04M -99,270 Closed
VF
98
Virtu Financial
New York
– -$379K -12,382 Closed
TF
99
Trutina Financial
Washington
– -$119K -3,880 Closed
PP
100
Palladium Partners
Virginia
– -$46K -1,500 Closed
1 2 3
4
5

DLN Hedge Fund Activity: Q4 2013 in Review

95 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2013, worth a combined $1.13B — up 13% from $995M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DLN positions and 7 closed out — a net gain of 4 holders — while 40 added to existing stakes and 29 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $36.1M. The largest seller was Live Your Vision, cutting an estimated $7.81M.

  • 95 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2013, up from 93 in Q3 2013.
  • Funds reported $1.13B of WisdomTree US LargeCap Dividend Fund stock for Q4 2013, up 13% quarter-over-quarter.
  • 11 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2013 and 7 closed out, a net change of +4 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2013 was RiverFront Investment Group, an estimated $36.1M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2013 was Live Your Vision, an estimated $7.81M sold.

Based on aggregated 13F filings for Q4 2013.