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WisdomTree US LargeCap Dividend Fund

168 hedge funds and large institutions have $1,000M invested in WisdomTree US LargeCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $614K

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

4% more funds holding

Funds holding: 161168 (+7)

1.13% more ownership

Funds ownership: 102.91%104.04% (+1.1%)

0% more capital invested

Capital invested by funds: $998M → $1,000M (+$1.88M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 57

Holders
168
Holders Change
+7
Holders Change %
+4.35%
% of All Funds
4.19%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
14
Increased
47
Reduced
57
Closed
6
Calls
$1.51M
Puts
$614K
Net Calls
+$899K
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$139K -$31.5K -754 -19%
PWM
127
Perigon Wealth Management
California
$128K
MA
128
MCF Advisors
Kentucky
$126K
SG Americas Securities
129
SG Americas Securities
New York
$126K
SEI Investments
130
SEI Investments
Pennsylvania
$110K +$109K +2,612 New
GEA
131
Glen Eagle Advisors
New Jersey
$109K
SPIA
132
Steward Partners Investment Advisory
New York
$103K -$19.8K -474 -16%
WAM
133
Watermark Asset Management
California
$99K -$23K -550 -19%
WA
134
WFG Advisors
Texas
$97K
JFA
135
JNBA Financial Advisors
Minnesota
$94K
IA
136
IFP Advisors
Florida
$93K -$16.7K -400 -15%
JP Morgan Chase
137
JP Morgan Chase
New York
$93K +$2.67K +64 +3%
HI
138
Hudock Inc
Pennsylvania
$89K
CFA
139
Carroll Financial Associates
North Carolina
$84K
FMTCOCP
140
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$82K
PA
141
Parallel Advisors
California
$66K
FANJ
142
Financial Architects (New Jersey)
New Jersey
$66K +$19.4K +464 +42%
BFEC
143
Benjamin F. Edwards & Company
Missouri
$55K
BBPWM
144
Blue Bell Private Wealth Management
Pennsylvania
$42K
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$42K
SNT
146
Security National Trust
West Virginia
$34K
WEC
147
Winslow Evans & Crocker
Massachusetts
$31.5K +$25K +598 +393%
PFBT
148
Parkside Financial Bank & Trust
Missouri
$31K
AWMS
149
Advocacy Wealth Management Services
Georgia
$26K
SSB
150
Sandy Spring Bank
Maryland
$26K

DLN Hedge Fund Activity: Q2 2017 in Review

168 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2017, worth a combined $1,000M — up 0.19% from $998M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DLN positions and 6 closed out — a net gain of 8 holders — while 47 added to existing stakes and 57 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $3.85M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $8.19M.

  • 168 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2017, up from 161 in Q1 2017.
  • Funds reported $1,000M of WisdomTree US LargeCap Dividend Fund stock for Q2 2017, up 0.19% quarter-over-quarter.
  • 14 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2017 and 6 closed out, a net change of +8 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2017 was Bank of New York Mellon, an estimated $3.85M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2017 was Wilbanks Smith & Thomas Asset Management, an estimated $8.19M sold.

Based on aggregated 13F filings for Q2 2017.