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WisdomTree US LargeCap Dividend Fund
DLN

238 hedge funds and large institutions have $1.38B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 9

64% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 47

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

13% more funds holding

Funds holding: 211 → 238 (+27)

13% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$154M)

2.56% more ownership

Funds ownership: 112.02% → 114.58% (+2.6%)

Holders
238
Holders Change
+27
Holders Change %
+12.8%
% of All Funds
4.69%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
41
Increased
77
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$10.3M
2
GW
GW & Wade
Massachusetts
+$6.94M
3
Morgan Stanley
Morgan Stanley
New York
+$6.12M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.37M
5
Bank of America
Bank of America
North Carolina
+$5.01M

Top Sellers

Rank Fund Capital Flow
1
TCPWM
Traverso Chambers Private Wealth Management
California
-$6.66M
2
RJA
Raymond James & Associates
Florida
-$4.18M
3
PV
Private Vista
Illinois
-$2.47M
4
M&T Bank
M&T Bank
New York
-$2.08M
5
RIG
RiverFront Investment Group
Virginia
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
76
Valeo Financial Advisors
Indiana
$1.34M – – –
KeyBank National Association
77
KeyBank National Association
Ohio
$1.34M – – –
AP
78
Advisors Preferred
Maryland
$1.33M +$874K +17,152 +217%
Citigroup
79
Citigroup
New York
$1.25M -$17.3K -340 -1%
PPFA
80
Provida Pension Fund Administrator
Chile
$1.23M +$591K +11,600 +100%
IWP
81
IAG Wealth Partners
Wisconsin
$1.18M +$1.13M +22,264 New
TP
82
Tranquility Partners
Tennessee
$1.15M -$45K -884 -4%
GAG
83
GM Advisory Group
New York
$1.12M -$105K -2,060 -9%
VC
84
Vestor Capital
Illinois
$1.1M +$93.2K +1,828 +10%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$1.09M +$204 +4 +0%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$1.08M +$92.1K +1,808 +10%
NCM
87
Noesis Capital Mangement
Florida
$1.07M +$1.03M +20,250 New
WCM
88
WealthBridge Capital Management
Ohio
$1.07M -$6.12K -120 -0.6%
NWS
89
Newport Wealth Strategies
California
$921K +$65.8K +1,292 +8%
Jane Street
90
Jane Street
New York
$889K +$855K +16,776 New
AFP
91
Ausdal Financial Partners
Iowa
$878K +$439K +8,618 +107%
PA
92
PSI Advisors
Florida
$843K +$811K +15,918 New
KFI
93
Key Financial Inc
Pennsylvania
$830K +$799K +15,676 New
US Bancorp
94
US Bancorp
Minnesota
$807K – – –
MIAS
95
Mason Investment Advisory Services
Virginia
$794K +$5.4K +106 +0.7%
SIA
96
Starfire Investment Advisers
Michigan
$758K -$4.59K -90 -0.6%
AWM
97
AE Wealth Management
Kansas
$747K +$718K +14,098 New
AR
98
Advisory Research
Illinois
$746K – – –
RMCM
99
Reynders McVeigh Capital Management
Massachusetts
$742K – – –
OIA
100
Optimum Investment Advisors
Illinois
$737K -$45.7K -896 -6%
2 3
4
5 6

DLN Hedge Fund Activity: Q4 2019 in Review

238 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2019, worth a combined $1.38B — up 13% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DLN positions and 9 closed out — a net gain of 32 holders — while 77 added to existing stakes and 47 trimmed.

The largest buyer was Truist Financial, adding an estimated $10.3M. The largest seller was Traverso Chambers Private Wealth Management, cutting an estimated $6.66M.

  • 238 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2019, up from 211 in Q3 2019.
  • Funds reported $1.38B of WisdomTree US LargeCap Dividend Fund stock for Q4 2019, up 13% quarter-over-quarter.
  • 41 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2019 and 9 closed out, a net change of +32 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2019 was Truist Financial, an estimated $10.3M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2019 was Traverso Chambers Private Wealth Management, an estimated $6.66M sold.

Based on aggregated 13F filings for Q4 2019.