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WisdomTree US LargeCap Dividend Fund
DLN

191 hedge funds and large institutions have $1.06B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

3% more capital invested

Capital invested by funds: $1.03B → $1.06B (+$34.8M)

0% more funds holding

Funds holding: 191 → 191 (0)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

1.42% less ownership

Funds ownership: 107.32% → 105.9% (-1.4%)

26% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 62

Holders
191
Holders Change
–
Holders Change %
0%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
12
Increased
46
Reduced
62
Closed
11
Calls
$229K
Puts
–
Net Calls
+$229K
Net Calls Change
+$751K

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$7.55M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.19M
3
DADC
D.A. Davidson & Co
Montana
+$2.42M
4
SKK
Shepherd Kaplan Krochuk
Massachusetts
+$2.4M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$1.49M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$8.05M
2
PV
Private Vista
Illinois
-$5.9M
3
SWP
Stratos Wealth Partners
Ohio
-$4.26M
4
Morgan Stanley
Morgan Stanley
New York
-$4.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$3.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
101
Cambridge Trust
Massachusetts
$454K – – –
RWP
102
RWA Wealth Partners
Massachusetts
$440K – – –
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$437K +$32.6K +694 +8%
HSA
104
HBK Sorce Advisory
Pennsylvania
$418K -$35.3K -752 -8%
ST
105
Spinnaker Trust
Maine
$411K +$166K +3,534 +70%
CC
106
Courier Capital
New York
$404K – – –
EWA
107
Exencial Wealth Advisors
Oklahoma
$395K -$48.1K -1,026 -11%
CWM
108
Cornerstone Wealth Management
Missouri
$391K -$75.6K -1,612 -2%
WSFS
109
Wilmington Savings Fund Society
Delaware
$387K +$33.7K +718 +10%
SB
110
Suntrust Banks
Georgia
$377K +$371K +7,906 New
ASN
111
Advisory Services Network
Georgia
$350K -$33.3K -710 -9%
GWM
112
Geneos Wealth Management
Colorado
$348K +$3.85K +82 +1%
EWA
113
EP Wealth Advisors
California
$327K – – –
BSW
114
Buckingham Strategic Wealth
Missouri
$322K – – –
FAAS
115
First Allied Advisory Services
California
$319K +$1.78K +38 +0.6%
WTC
116
WhitTier Trust Company
Nevada
$314K – – –
WCWM
117
Willow Creek Wealth Management
California
$306K – – –
Truist Financial
118
Truist Financial
North Carolina
$304K – – –
CG
119
Colony Group
Massachusetts
$303K -$46.8K -998 -14%
RJT
120
Raymond James Trust
Florida
$301K +$3.66K +78 +1%
BJL
121
Brighton Jones LLC
Washington
$289K -$128K -2,720 -31%
PIA
122
Peachtree Investment Advisors
Georgia
$287K -$37.5K -800 -12%
OC
123
Oppenheimer & Co
New York
$282K – – –
LIA
124
LS Investment Advisors
Michigan
$277K – – –
MFT
125
Moisand Fitzgerald Tamayo
Florida
$270K – – –
3 4
5
6 7

DLN Hedge Fund Activity: Q3 2018 in Review

191 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q3 2018, worth a combined $1.06B — up 3.4% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DLN positions and 11 closed out — a net gain of 1 holder — while 46 added to existing stakes and 62 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $7.55M. The largest seller was Wells Fargo, cutting an estimated $8.05M.

  • 191 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $1.06B of WisdomTree US LargeCap Dividend Fund stock for Q3 2018, up 3.4% quarter-over-quarter.
  • 12 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q3 2018 and 11 closed out, a net change of +1 holder.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q3 2018 was Steward Partners Investment Advisory, an estimated $7.55M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q3 2018 was Wells Fargo, an estimated $8.05M sold.

Based on aggregated 13F filings for Q3 2018.