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WisdomTree US LargeCap Dividend Fund
DLN

200 hedge funds and large institutions have $1.17B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.16B → $1.17B (+$14.8M)

2.3% less ownership

Funds ownership: 114.12% → 111.82% (-2.3%)

5% less funds holding

Funds holding: 210 → 200 (-10)

12% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 67

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
200
Holders Change
-10
Holders Change %
-4.76%
% of All Funds
4.34%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
7
Increased
59
Reduced
67
Closed
13
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
-$20K

Top Buyers

1
LPL Financial
LPL Financial
California
+$14.1M
2
RJA
Raymond James & Associates
Florida
+$11.7M
3
Bank of America
Bank of America
North Carolina
+$6.84M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.18M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$15.8M
2
Morgan Stanley
Morgan Stanley
New York
-$14.9M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$14.1M
4
Goldman Sachs
Goldman Sachs
New York
-$5.14M
5
GFPC
Global Financial Private Capital
Florida
-$4.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
101
Caprock Group
Idaho
$509K +$1.05K +22 +0.2%
PAG
102
Private Advisor Group
New Jersey
$504K +$43.2K +906 +10%
CL
103
Choreo LLC
Illinois
$503K – – –
VC
104
Vicus Capital
Pennsylvania
$502K -$961K -20,138 -66%
FNBT
105
FineMark National Bank & Trust
Florida
$458K +$451K +9,450 New
RWP
106
RWA Wealth Partners
Massachusetts
$447K – – –
DW
107
Domani Wealth
Pennsylvania
$439K – – –
KLI
108
Kelman-Lazarov Inc
Tennessee
$431K -$67.6K -1,418 -14%
SAM
109
SignalPoint Asset Management
Missouri
$424K -$218K -4,564 -34%
AT
110
Arden Trust
Delaware
$412K -$1.62K -34 -0.4%
ST
111
Spinnaker Trust
Maine
$393K – – –
CC
112
Courier Capital
New York
$391K – – –
FCI
113
Financial Counselors Inc
Kansas
$387K – – –
CT
114
Cambridge Trust
Massachusetts
$383K – – –
WSFS
115
Wilmington Savings Fund Society
Delaware
$381K -$23.9K -500 -6%
BSW
116
Buckingham Strategic Wealth
Missouri
$366K -$38.2K -800 -10%
EWA
117
Exencial Wealth Advisors
Oklahoma
$365K -$35.9K -752 -9%
GWM
118
Geneos Wealth Management
Colorado
$356K +$859 +18 +0.2%
BC
119
Bartlett & Co
Ohio
$343K – – –
BCWM
120
Bartlett & Co Wealth Management
Ohio
$343K – – –
BJL
121
Brighton Jones LLC
Washington
$338K +$1.91K +40 +0.6%
EWA
122
EP Wealth Advisors
California
$332K -$255K -5,356 -44%
Renaissance Technologies
123
Renaissance Technologies
New York
$329K +$324K +6,800 New
WTC
124
WhitTier Trust Company
Nevada
$319K – – –
CRC
125
Curi RMB Capital
Illinois
$314K -$172K -3,616 -36%
3 4
5
6 7

DLN Hedge Fund Activity: Q2 2019 in Review

200 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2019, worth a combined $1.17B — up 1.3% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DLN and 7 opened new positions — a net loss of 6 holders — while 67 trimmed existing stakes and 59 added.

The largest buyer was LPL Financial, adding an estimated $14.1M. The largest seller was Bank of New York Mellon, cutting an estimated $15.8M.

  • 200 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2019, down from 210 in Q1 2019.
  • Funds reported $1.17B of WisdomTree US LargeCap Dividend Fund stock for Q2 2019, up 1.3% quarter-over-quarter.
  • 7 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2019 and 13 closed out, a net change of -6 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2019 was LPL Financial, an estimated $14.1M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2019 was Bank of New York Mellon, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2019.