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WisdomTree US LargeCap Dividend Fund
DLN

204 hedge funds and large institutions have $1.07B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

20% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 51

9.26% more ownership

Funds ownership: 105.9% → 115.16% (+9.3%)

7% more funds holding

Funds holding: 191 → 204 (+13)

0% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$4.73M)

Holders
204
Holders Change
+13
Holders Change %
+6.81%
% of All Funds
4.55%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
30
Increased
61
Reduced
51
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$33.2M
2
GW
GW & Wade
Massachusetts
+$32.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$8.24M
4
CI
CX Institutional
Indiana
+$6.87M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.85M

Top Sellers

Rank Fund Capital Flow
1
GWA
Guidant Wealth Advisors
Illinois
-$7.63M
2
RIG
RiverFront Investment Group
Virginia
-$3.37M
3
PV
Private Vista
Illinois
-$2.59M
4
VC
Vestor Capital
Illinois
-$2.16M
5
SWP
Stratos Wealth Partners
Ohio
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
126
WhitTier Trust Company
Nevada
$278K – – –
WCWM
127
Willow Creek Wealth Management
California
$271K – – –
Truist Financial
128
Truist Financial
North Carolina
$269K – – –
PO
129
Private Ocean
California
$262K +$281K +6,198 New
RJT
130
Raymond James Trust
Florida
$258K -$8.88K -196 -3%
BJL
131
Brighton Jones LLC
Washington
$257K +$1.99K +44 +0.7%
PIA
132
Peachtree Investment Advisors
Georgia
$254K – – –
CG
133
Colony Group
Massachusetts
$250K -$19.7K -434 -7%
LIA
134
LS Investment Advisors
Michigan
$245K – – –
MFT
135
Moisand Fitzgerald Tamayo
Florida
$239K – – –
RC
136
RegentAtlantic Capital
New Jersey
$229K -$7.97K -176 -3%
W
137
Wealthquest
Ohio
$223K +$240K +5,300 New
OC
138
Oppenheimer & Co
New York
$216K -$36.2K -800 -14%
SC
139
SouthState Corp
Florida
$211K – – –
RI
140
Ridgewood Investments
New Jersey
$208K – – –
SEI Investments
141
SEI Investments
Pennsylvania
$194K +$208K +4,600 New
NL
142
NVWM LLC
Pennsylvania
$150K -$2.26K -50 -1%
MA
143
MCF Advisors
Kentucky
$127K – – –
SMFS
144
Squar Milner Financial Services
California
$127K +$362 +8 +0.3%
CIAS
145
Capital Investment Advisory Services
North Carolina
$120K -$67.3K -1,486 -34%
GEA
146
Glen Eagle Advisors
New Jersey
$110K – – –
MWA
147
Meridian Wealth Advisors
Texas
$106K +$113K +2,500 New
MOS
148
MGO One Seven
Ohio
$99K +$107K +2,356 New
ONST
149
Old North State Trust
North Carolina
$96K – – –
WAM
150
Watermark Asset Management
California
$91K – – –
4 5
6
7 8

DLN Hedge Fund Activity: Q4 2018 in Review

204 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2018, worth a combined $1.07B — up 0.45% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DLN positions and 16 closed out — a net gain of 14 holders — while 61 added to existing stakes and 51 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $33.2M. The largest seller was Guidant Wealth Advisors, cutting an estimated $7.63M.

  • 204 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2018, up from 191 in Q3 2018.
  • Funds reported $1.07B of WisdomTree US LargeCap Dividend Fund stock for Q4 2018, up 0.45% quarter-over-quarter.
  • 30 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2018 and 16 closed out, a net change of +14 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2018 was Bank of New York Mellon, an estimated $33.2M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2018 was Guidant Wealth Advisors, an estimated $7.63M sold.

Based on aggregated 13F filings for Q4 2018.