WisdomTree US LargeCap Dividend Fund
DLN
121 hedge funds and large institutions have $1.65B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 6 closing their positions.
367% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 6
77% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 26
45% more capital invested
Capital invested by funds: $1.14B → $1.65B (+$510M)
21% more funds holding
Funds holding: 100 → 121 (+21)
4.24% more ownership
Funds ownership: 108.53% → 112.77% (+4.2%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $378K
Top Buyers
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$224M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$17.3M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$16.4M |
| 4 |
Morgan Stanley
New York
|
+$9.39M |
| 5 |
Goldman Sachs
New York
|
+$8.97M |
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.16M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$5.12M |
| 3 |
EWM
Evercore Wealth Management
New York
|
-$3.4M |
| 4 |
Citigroup
New York
|
-$1.81M |
| 5 |
GW
GW & Wade
Wellesley,
Massachusetts
|
-$1.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWA
126
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$32K | -896 | Closed |
|
127
Parallax Volatility Advisers
San Francisco,
California
| – | +$73 | +2 | New |
|
DLN Hedge Fund Activity: Q4 2014 in Review
121 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2014, worth a combined $1.65B — up 45% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DLN positions and 6 closed out — a net gain of 22 holders — while 46 added to existing stakes and 26 trimmed.
The largest buyer was RiverFront Investment Group, adding an estimated $224M. The largest seller was Envestnet Asset Management, cutting an estimated $5.16M.
- 121 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2014, up from 100 in Q3 2014.
- Funds reported $1.65B of WisdomTree US LargeCap Dividend Fund stock for Q4 2014, up 45% quarter-over-quarter.
- 28 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2014 and 6 closed out, a net change of +22 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2014 was RiverFront Investment Group, an estimated $224M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2014 was Envestnet Asset Management, an estimated $5.16M sold.
Based on aggregated 13F filings for Q4 2014.