We are live on ! Find out more
DLN icon

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
PIA
101
Peachtree Investment Advisors
Georgia
$295K -$112K -2,670 -28%
EWA
102
EP Wealth Advisors
California
$288K
BSW
103
Buckingham Strategic Wealth
Missouri
$284K
OC
104
Oppenheimer & Co
New York
$279K +$31.3K +750 +13%
CWM
105
Concert Wealth Management
California
$278K -$233K -5,572 -45%
Truist Financial
106
Truist Financial
North Carolina
$277K
WTC
107
WhitTier Trust Company
Nevada
$277K
MFP
108
Mosaic Financial Partners
California
$272K -$13.7K -328 -5%
PCM
109
Penserra Capital Management
California
$266K +$265K +6,330 New
CA
110
Cetera Advisors
Colorado
$264K -$30.5K -730 -10%
FA
111
FDx Advisors
Illinois
$263K -$44.3K -1,060 -14%
WSFS
112
Wilmington Savings Fund Society
Delaware
$262K +$260K +6,232 New
LIA
113
LS Investment Advisors
Michigan
$244K
SI
114
SII Investments
Wisconsin
$243K -$25.3K -606 -9%
MFT
115
Moisand Fitzgerald Tamayo
Florida
$238K
WDL
116
Well Done LLC
Michigan
$233K -$3.18K -76 -1%
RJT
117
Raymond James Trust
Florida
$231K -$2.09K -50 -0.9%
ST
118
Spinnaker Trust
Maine
$227K
RC
119
RegentAtlantic Capital
New Jersey
$214K +$213K +5,088 New
SCM
120
SOL Capital Management
Maryland
$210K
SC
121
SouthState Corp
Florida
$210K
CC
122
Callan Capital
California
$201K -$6.69K -160 -3%
BTIS
123
BB&T Investment Services
North Carolina
$169K +$97.6K +2,336 +135%
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$157K +$117K +2,802 +304%
OC
125
Oakworth Capital
Alabama
$150K

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.