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WisdomTree US LargeCap Dividend Fund

191 hedge funds and large institutions have $1.11B invested in WisdomTree US LargeCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

12% more funds holding

Funds holding: 171191 (+20)

8% more capital invested

Capital invested by funds: $1.03B → $1.11B (+$77.9M)

3.14% more ownership

Funds ownership: 105.33%108.47% (+3.1%)

16% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 55

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
191
Holders Change
+20
Holders Change %
+11.7%
% of All Funds
4.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
34
Increased
46
Reduced
55
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
126
Carnegie Investment Counsel
Ohio
$291K +$34.4K +768 +14%
SI
127
SII Investments
Wisconsin
$284K -$17.7K -394 -6%
LIA
128
LS Investment Advisors
Michigan
$267K
MFT
129
Moisand Fitzgerald Tamayo
Florida
$261K
RC
130
RegentAtlantic Capital
New Jersey
$260K -$17.3K -386 -6%
RJT
131
Raymond James Trust
Florida
$247K -$9.41K -210 -4%
WDL
132
Well Done LLC
Michigan
$247K -$3.05K -68 -1%
ST
133
Spinnaker Trust
Maine
$242K -$5.38K -120 -2%
SCM
134
SOL Capital Management
Maryland
$230K
SC
135
SouthState Corp
Florida
$230K
SMFS
136
Squar Milner Financial Services
California
$227K +$210K +4,696 New
HS
137
Huntington Steele
Pennsylvania
$212K +$206K +4,600 New
SFG
138
StrategIQ Financial Group
Indiana
$203K +$197K +4,400 New
RI
139
Ridgewood Investments
New Jersey
$201K +$196K +4,362 New
NL
140
NVWM LLC
Pennsylvania
$166K +$161K +3,600 New
OC
141
Oakworth Capital
Alabama
$163K
Manulife (Manufacturers Life Insurance)
142
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$144K -$24.2K -540 -15%
PWM
143
Perigon Wealth Management
California
$140K
MA
144
MCF Advisors
Kentucky
$138K
GEA
145
Glen Eagle Advisors
New Jersey
$120K
WAM
146
Watermark Asset Management
California
$109K
JP Morgan Chase
147
JP Morgan Chase
New York
$102K +$29.1K +650 +41%
HI
148
Hudock Inc
Pennsylvania
$98K
JFA
149
JNBA Financial Advisors
Minnesota
$93K
CFA
150
Carroll Financial Associates
North Carolina
$92K

DLN Hedge Fund Activity: Q4 2017 in Review

191 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2017, worth a combined $1.11B — up 7.5% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DLN positions and 14 closed out — a net gain of 20 holders — while 46 added to existing stakes and 55 trimmed.

The largest buyer was Guidant Wealth Advisors, adding an estimated $7.45M. The largest seller was Two Sigma Securities, exiting entirely with an estimated $7.89M sold.

  • 191 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2017, up from 171 in Q3 2017.
  • Funds reported $1.11B of WisdomTree US LargeCap Dividend Fund stock for Q4 2017, up 7.5% quarter-over-quarter.
  • 34 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2017 and 14 closed out, a net change of +20 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2017 was Guidant Wealth Advisors, an estimated $7.45M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2017 was Two Sigma Securities, an estimated $7.89M sold.

Based on aggregated 13F filings for Q4 2017.