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WisdomTree US LargeCap Dividend Fund
DLN

204 hedge funds and large institutions have $1.07B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

20% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 51

9.26% more ownership

Funds ownership: 105.9% → 115.16% (+9.3%)

7% more funds holding

Funds holding: 191 → 204 (+13)

0% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$4.73M)

Holders
204
Holders Change
+13
Holders Change %
+6.81%
% of All Funds
4.55%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
30
Increased
61
Reduced
51
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$33.2M
2
GW
GW & Wade
Massachusetts
+$32.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$8.24M
4
CI
CX Institutional
Indiana
+$6.87M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.85M

Top Sellers

Rank Fund Capital Flow
1
GWA
Guidant Wealth Advisors
Illinois
-$7.63M
2
RIG
RiverFront Investment Group
Virginia
-$3.37M
3
PV
Private Vista
Illinois
-$2.59M
4
VC
Vestor Capital
Illinois
-$2.16M
5
SWP
Stratos Wealth Partners
Ohio
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
76
Chicago Partners Investment Group
Illinois
$996K +$343K +7,580 +50%
GAG
77
GM Advisory Group
New York
$957K +$139K +3,078 +16%
KeyBank National Association
78
KeyBank National Association
Ohio
$853K – – –
CAN
79
Cetera Advisor Networks
California
$848K +$122K +2,698 +16%
WCM
80
WealthBridge Capital Management
Ohio
$834K +$894K +19,746 New
NWS
81
Newport Wealth Strategies
California
$829K -$9.06K -200 -1%
VC
82
Vestor Capital
Illinois
$812K -$2.16M -47,736 -71%
AIC
83
Ameritas Investment Company
Nebraska
$803K +$861K +19,016 New
SIA
84
Starfire Investment Advisers
Michigan
$705K +$97.2K +2,146 +15%
OCM
85
One Capital Management
California
$690K +$740K +16,330 New
OIA
86
Optimum Investment Advisors
Illinois
$683K +$29.1K +642 +4%
MML Investors Services
87
MML Investors Services
Massachusetts
$675K -$332K -7,322 -31%
SCM
88
Sterling Capital Management
North Carolina
$618K – – –
US Bancorp
89
US Bancorp
Minnesota
$592K +$11.8K +260 +2%
AR
90
Advisory Research
Illinois
$586K – – –
BCWM
91
Bartlett & Co Wealth Management
Ohio
$577K – – –
BC
92
Bartlett & Co
Ohio
$577K – – –
SAM
93
SignalPoint Asset Management
Missouri
$563K +$604K +13,328 New
HIC
94
Holderness Investments Company
North Carolina
$549K +$3.9K +86 +0.7%
WDL
95
Well Done LLC
Michigan
$537K +$45.1K +996 +8%
CC
96
Claybrook Capital
Massachusetts
$537K +$576K +12,714 New
AA
97
Ancora Advisors
Ohio
$535K – – –
PLFAM
98
Pineno Levin & Ford Asset Management
Virginia
$511K +$70.2K +1,550 +15%
PAG
99
Private Advisor Group
New Jersey
$505K +$30.7K +678 +6%
CG
100
Caprock Group
Idaho
$502K -$203K -4,478 -27%
2 3
4
5 6

DLN Hedge Fund Activity: Q4 2018 in Review

204 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2018, worth a combined $1.07B — up 0.45% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DLN positions and 16 closed out — a net gain of 14 holders — while 61 added to existing stakes and 51 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $33.2M. The largest seller was Guidant Wealth Advisors, cutting an estimated $7.63M.

  • 204 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2018, up from 191 in Q3 2018.
  • Funds reported $1.07B of WisdomTree US LargeCap Dividend Fund stock for Q4 2018, up 0.45% quarter-over-quarter.
  • 30 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2018 and 16 closed out, a net change of +14 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2018 was Bank of New York Mellon, an estimated $33.2M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2018 was Guidant Wealth Advisors, an estimated $7.63M sold.

Based on aggregated 13F filings for Q4 2018.