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WisdomTree US LargeCap Dividend Fund

168 hedge funds and large institutions have $1,000M invested in WisdomTree US LargeCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $614K

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

4% more funds holding

Funds holding: 161168 (+7)

1.13% more ownership

Funds ownership: 102.91%104.04% (+1.1%)

0% more capital invested

Capital invested by funds: $998M → $1,000M (+$1.88M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 57

Holders
168
Holders Change
+7
Holders Change %
+4.35%
% of All Funds
4.19%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
14
Increased
47
Reduced
57
Closed
6
Calls
$1.51M
Puts
$614K
Net Calls
+$899K
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Ancora Advisors
Ohio
$596K
MML Investors Services
77
MML Investors Services
Massachusetts
$590K +$587K +14,036 New
AR
78
Advisory Research
Illinois
$584K
CG
79
Colony Group
Massachusetts
$567K -$56.7K -1,356 -9%
LNC
80
Lincoln National Corp
Pennsylvania
$555K +$245K +5,864 +80%
GS
81
Girard Securities
California
$554K +$122K +2,928 +29%
KLI
82
Kelman-Lazarov Inc
Tennessee
$528K -$12.5K -300 -2%
GAG
83
GM Advisory Group
New York
$521K -$83.5K -1,998 -14%
Wolverine Trading
84
Wolverine Trading
Illinois
$520K +$519K +12,410 New
AT
85
Arden Trust
Delaware
$511K -$30.1K -720 -6%
DW
86
Domani Wealth
Pennsylvania
$511K -$25.1K -600 -5%
PLFAM
87
Pineno Levin & Ford Asset Management
Virginia
$497K
PPFA
88
Provida Pension Fund Administrator
Chile
$488K +$485K +11,600 New
BJL
89
Brighton Jones LLC
Washington
$439K +$437K +10,450 New
CL
90
Choreo LLC
Illinois
$437K
TCM
91
Tufton Capital Management
Maryland
$429K
CC
92
Courier Capital
New York
$418K -$24.2K -580 -6%
CPIG
93
Chicago Partners Investment Group
Illinois
$411K +$110K +2,638 +36%
RWP
94
RWA Wealth Partners
Massachusetts
$388K
HFS
95
HL Financial Services
Kentucky
$338K
CT
96
Cambridge Trust
Massachusetts
$333K
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$318K +$167 +4 +0.1%
GWM
98
Geneos Wealth Management
Colorado
$313K -$5.85K -140 -2%
VA
99
Valmark Advisers
Ohio
$305K
ICOA
100
Investment Centers of America
North Dakota
$305K +$39K +932 +15%

DLN Hedge Fund Activity: Q2 2017 in Review

168 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2017, worth a combined $1,000M — up 0.19% from $998M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DLN positions and 6 closed out — a net gain of 8 holders — while 47 added to existing stakes and 57 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $3.85M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $8.19M.

  • 168 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2017, up from 161 in Q1 2017.
  • Funds reported $1,000M of WisdomTree US LargeCap Dividend Fund stock for Q2 2017, up 0.19% quarter-over-quarter.
  • 14 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2017 and 6 closed out, a net change of +8 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2017 was Bank of New York Mellon, an estimated $3.85M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2017 was Wilbanks Smith & Thomas Asset Management, an estimated $8.19M sold.

Based on aggregated 13F filings for Q2 2017.