WisdomTree US LargeCap Dividend Fund
DLN
120 hedge funds and large institutions have $802M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 44 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
1% more funds holding
Funds holding: 119 → 120 (+1)
0.57% more ownership
Funds ownership: 97.29% → 97.85% (+0.57%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
10% less capital invested
Capital invested by funds: $887M → $802M (-$84.8M)
25% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 44
Top Buyers
Top Sellers
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$11.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$10.5M |
| 3 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$5.71M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5.04M |
| 5 |
Morgan Stanley
New York
|
-$4.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCI
126
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$22K | -612 | Closed |
|
127
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$14K | -392 | Closed |
|
DLN Hedge Fund Activity: Q3 2015 in Review
120 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q3 2015, worth a combined $802M — down 9.6% from $887M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DLN positions and 9 closed out — a net gain of 2 holders — while 33 added to existing stakes and 44 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $14.3M. The largest seller was RiverFront Investment Group, cutting an estimated $11.9M.
- 120 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q3 2015, up from 119 in Q2 2015.
- Funds reported $802M of WisdomTree US LargeCap Dividend Fund stock for Q3 2015, down 9.6% quarter-over-quarter.
- 11 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q3 2015 and 9 closed out, a net change of +2 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q3 2015 was Raymond James Financial Services Advisors, an estimated $14.3M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q3 2015 was RiverFront Investment Group, an estimated $11.9M sold.
Based on aggregated 13F filings for Q3 2015.