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WisdomTree US LargeCap Dividend Fund
DLN

210 hedge funds and large institutions have $1.16B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 70 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

9% more capital invested

Capital invested by funds: $1.07B → $1.16B (+$91.3M)

3% more funds holding

Funds holding: 204 → 210 (+6)

1.04% less ownership

Funds ownership: 115.16% → 114.12% (-1%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

29% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 70

Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
4.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
24
Increased
50
Reduced
70
Closed
16
Calls
$311K
Puts
–
Net Calls
+$311K
Net Calls Change
+$311K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$6.58M
2
SPIA
Steward Partners Investment Advisory
New York
+$5.94M
3
Creative Planning
Creative Planning
Kansas
+$3.48M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.6M
2
Morgan Stanley
Morgan Stanley
New York
-$9.43M
3
PV
Private Vista
Illinois
-$4.61M
4
CI
CX Institutional
Indiana
-$4.37M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$3.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
126
Ceros Financial Services
Maryland
$322K +$311K +6,830 New
WTC
127
WhitTier Trust Company
Nevada
$310K – – –
WCWM
128
Willow Creek Wealth Management
California
$302K – – –
Truist Financial
129
Truist Financial
North Carolina
$300K – – –
PO
130
Private Ocean
California
$292K – – –
VA
131
Valmark Advisers
Ohio
$280K +$270K +5,936 New
SB
132
Suntrust Banks
Georgia
$279K -$90.4K -1,988 -25%
CG
133
Colony Group
Massachusetts
$279K – – –
LIA
134
LS Investment Advisors
Michigan
$273K – – –
MFT
135
Moisand Fitzgerald Tamayo
Florida
$267K – – –
OC
136
Oppenheimer & Co
New York
$264K +$22.7K +500 +10%
FAAS
137
First Allied Advisory Services
California
$263K -$45.7K -1,004 -15%
RJT
138
Raymond James Trust
Florida
$255K -$32K -704 -12%
RC
139
RegentAtlantic Capital
New Jersey
$255K – – –
GSWM
140
Golden State Wealth Management
California
$250K +$241K +5,298 New
W
141
Wealthquest
Ohio
$249K – – –
CCM
142
Carlson Capital Management
Minnesota
$245K +$237K +5,200 New
SC
143
SouthState Corp
Florida
$236K – – –
SEI Investments
144
SEI Investments
Pennsylvania
$217K – – –
WWM
145
Western Wealth Management
Colorado
$212K +$204K +4,478 New
RI
146
Ridgewood Investments
New Jersey
$205K – – –
NL
147
NVWM LLC
Pennsylvania
$167K – – –
WCG
148
Weaver Consulting Group
California
$158K +$151K +3,318 New
MA
149
MCF Advisors
Kentucky
$141K – – –
SMFS
150
Squar Milner Financial Services
California
$141K +$91 +2 +0.1%
4 5
6
7 8

DLN Hedge Fund Activity: Q1 2019 in Review

210 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2019, worth a combined $1.16B — up 8.6% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DLN positions and 16 closed out — a net gain of 8 holders — while 50 added to existing stakes and 70 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $6.58M. The largest seller was Bank of New York Mellon, cutting an estimated $17.6M.

  • 210 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2019, up from 204 in Q4 2018.
  • Funds reported $1.16B of WisdomTree US LargeCap Dividend Fund stock for Q1 2019, up 8.6% quarter-over-quarter.
  • 24 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2019 and 16 closed out, a net change of +8 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2019 was Goldman Sachs, an estimated $6.58M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2019 was Bank of New York Mellon, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2019.