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WisdomTree US LargeCap Dividend Fund
DLN

121 hedge funds and large institutions have $1.65B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

77% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 26

45% more capital invested

Capital invested by funds: $1.14B → $1.65B (+$510M)

21% more funds holding

Funds holding: 100 → 121 (+21)

4.24% more ownership

Funds ownership: 108.53% → 112.77% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $378K

Holders
121
Holders Change
+21
Holders Change %
+21%
% of All Funds
3.23%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
28
Increased
46
Reduced
26
Closed
6
Calls
–
Puts
$378K
Net Calls
-$378K
Net Calls Change
+$106K

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
+$224M
2
RJA
Raymond James & Associates
Florida
+$17.3M
3
BTS
BB&T Securities
Virginia
+$16.4M
4
Morgan Stanley
Morgan Stanley
New York
+$9.39M
5
Goldman Sachs
Goldman Sachs
New York
+$8.97M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.16M
2
UCFA
United Capital Financial Advisors
Texas
-$5.12M
3
EWM
Evercore Wealth Management
New York
-$3.4M
4
Citigroup
Citigroup
New York
-$1.81M
5
GW
GW & Wade
Massachusetts
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$515K +$73 +2 +0%
BJL
77
Brighton Jones LLC
Washington
$503K +$3.34K +92 +0.7%
MFS
78
Madrona Financial Services
Washington
$503K +$493K +13,568 New
US Bancorp
79
US Bancorp
Minnesota
$491K – – –
Stifel Financial
80
Stifel Financial
Missouri
$436K +$73 +2 +0%
CL
81
Choreo LLC
Illinois
$428K +$42.3K +1,164 +11%
CWM
82
Concert Wealth Management
California
$425K +$38.6K +1,064 +10%
AR
83
Advisory Research
Illinois
$417K – – –
TCM
84
Tufton Capital Management
Maryland
$386K +$378K +10,400 New
PIA
85
Peachtree Investment Advisors
Georgia
$341K – – –
MA
86
MCF Advisors
Kentucky
$334K – – –
AT
87
Arden Trust
Delaware
$304K -$1.02K -28 -0.3%
SS
88
Sunbelt Securities
Texas
$298K +$334K +9,212 New
PPA
89
Parametric Portfolio Associates
Washington
$288K +$282K +7,776 New
CC
90
Callan Capital
California
$279K – – –
W
91
Wealthquest
Ohio
$277K +$271K +7,462 New
VA
92
Valmark Advisers
Ohio
$262K – – –
ST
93
Spinnaker Trust
Maine
$237K -$8.86K -244 -4%
SC
94
SouthState Corp
Florida
$234K -$24K -660 -9%
Neuberger Berman Group
95
Neuberger Berman Group
New York
$231K – – –
FMBTD
96
First Midwest Bank Trust Division
Illinois
$227K +$222K +6,120 New
CIS
97
Connors Investor Services
Pennsylvania
$220K – – –
LIA
98
LS Investment Advisors
Michigan
$215K – – –
BOS
99
Bingham Osborn & Scarborough
California
$211K +$206K +5,682 New
HI
100
Hudock Inc
Pennsylvania
$208K +$46.3K +1,276 +29%
2 3
4
5 6

DLN Hedge Fund Activity: Q4 2014 in Review

121 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2014, worth a combined $1.65B — up 45% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DLN positions and 6 closed out — a net gain of 22 holders — while 46 added to existing stakes and 26 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $224M. The largest seller was Envestnet Asset Management, cutting an estimated $5.16M.

  • 121 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2014, up from 100 in Q3 2014.
  • Funds reported $1.65B of WisdomTree US LargeCap Dividend Fund stock for Q4 2014, up 45% quarter-over-quarter.
  • 28 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2014 and 6 closed out, a net change of +22 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2014 was RiverFront Investment Group, an estimated $224M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2014 was Envestnet Asset Management, an estimated $5.16M sold.

Based on aggregated 13F filings for Q4 2014.