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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
WS
101
Wedbush Securities
California
$501K +$537K +11,856 New
APA
102
American Portfolios Advisors
New York
$499K -$1.45K -32 -0.3%
PPFA
103
Provida Pension Fund Administrator
Chile
$486K – – –
CL
104
Choreo LLC
Illinois
$439K – – –
KLI
105
Kelman-Lazarov Inc
Tennessee
$435K -$45.3K -1,000 -9%
FCIM
106
Fairview Capital Investment Management
California
$426K -$9.06K -200 -2%
HSA
107
HBK Sorce Advisory
Pennsylvania
$401K +$34.1K +752 +9%
WSFS
108
Wilmington Savings Fund Society
Delaware
$400K +$62.2K +1,374 +17%
WLIM
109
White Lighthouse Investment Management
Massachusetts
$398K -$285K -6,300 -40%
RWP
110
RWA Wealth Partners
Massachusetts
$389K – – –
SFS
111
Sowell Financial Services
Arkansas
$385K +$413K +9,116 New
DW
112
Domani Wealth
Pennsylvania
$382K -$58.9K -1,300 -13%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$369K -$18.4K -406 -4%
AT
114
Arden Trust
Delaware
$360K -$61.7K -1,362 -14%
CC
115
Courier Capital
New York
$357K – – –
EWA
116
Exencial Wealth Advisors
Oklahoma
$350K – – –
ST
117
Spinnaker Trust
Maine
$343K -$22.2K -490 -6%
FCI
118
Financial Counselors Inc
Kansas
$338K +$362K +7,996 New
CT
119
Cambridge Trust
Massachusetts
$334K -$72.5K -1,600 -17%
SB
120
Suntrust Banks
Georgia
$333K -$91 -2 -0%
GWM
121
Geneos Wealth Management
Colorado
$306K +$543 +12 +0.2%
EWA
122
EP Wealth Advisors
California
$290K – – –
BSW
123
Buckingham Strategic Wealth
Missouri
$285K – – –
RMAM
124
Raab & Moskowitz Asset Management
New Jersey
$285K +$306K +6,756 New
FAAS
125
First Allied Advisory Services
California
$278K -$3.98K -88 -1%
3 4
5
6 7

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.