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WisdomTree US LargeCap Dividend Fund
DLN

200 hedge funds and large institutions have $1.17B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.16B → $1.17B (+$14.8M)

2.3% less ownership

Funds ownership: 114.12% → 111.82% (-2.3%)

5% less funds holding

Funds holding: 210 → 200 (-10)

12% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 67

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
200
Holders Change
-10
Holders Change %
-4.76%
% of All Funds
4.34%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
7
Increased
59
Reduced
67
Closed
13
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
-$20K

Top Buyers

1
LPL Financial
LPL Financial
California
+$14.1M
2
RJA
Raymond James & Associates
Florida
+$11.7M
3
Bank of America
Bank of America
North Carolina
+$6.84M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.18M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$15.8M
2
Morgan Stanley
Morgan Stanley
New York
-$14.9M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$14.1M
4
Goldman Sachs
Goldman Sachs
New York
-$5.14M
5
GFPC
Global Financial Private Capital
Florida
-$4.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
126
Willow Creek Wealth Management
California
$311K – – –
PO
127
Private Ocean
California
$300K – – –
Truist Financial
128
Truist Financial
North Carolina
$299K -$9.54K -200 -3%
SB
129
Suntrust Banks
Georgia
$286K -$95 -2 -0%
LIA
130
LS Investment Advisors
Michigan
$281K – – –
MFT
131
Moisand Fitzgerald Tamayo
Florida
$274K – – –
CG
132
Colony Group
Massachusetts
$266K -$20.2K -424 -7%
VA
133
Valmark Advisers
Ohio
$257K -$30.5K -640 -11%
W
134
Wealthquest
Ohio
$256K – – –
RC
135
RegentAtlantic Capital
New Jersey
$255K -$7.44K -156 -3%
RJT
136
Raymond James Trust
Florida
$255K -$6.87K -144 -3%
CCM
137
Carlson Capital Management
Minnesota
$252K – – –
WWM
138
Western Wealth Management
Colorado
$252K +$34.7K +728 +16%
OC
139
Oppenheimer & Co
New York
$251K -$20K -420 -7%
SC
140
SouthState Corp
Florida
$242K – – –
SEI Investments
141
SEI Investments
Pennsylvania
$223K – – –
GSWM
142
Golden State Wealth Management
California
$222K -$33.4K -700 -13%
RI
143
Ridgewood Investments
New Jersey
$211K – – –
BCI
144
Brinker Capital Investments
Pennsylvania
$174K +$88.3K +1,850 +106%
NL
145
NVWM LLC
Pennsylvania
$172K – – –
WCG
146
Weaver Consulting Group
California
$161K – – –
SMFS
147
Squar Milner Financial Services
California
$146K +$286 +6 +0.2%
MA
148
MCF Advisors
Kentucky
$145K – – –
GEA
149
Glen Eagle Advisors
New Jersey
$116K – – –
CFA
150
Carroll Financial Associates
North Carolina
$96K – – –
4 5
6
7 8

DLN Hedge Fund Activity: Q2 2019 in Review

200 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2019, worth a combined $1.17B — up 1.3% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DLN and 7 opened new positions — a net loss of 6 holders — while 67 trimmed existing stakes and 59 added.

The largest buyer was LPL Financial, adding an estimated $14.1M. The largest seller was Bank of New York Mellon, cutting an estimated $15.8M.

  • 200 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2019, down from 210 in Q1 2019.
  • Funds reported $1.17B of WisdomTree US LargeCap Dividend Fund stock for Q2 2019, up 1.3% quarter-over-quarter.
  • 7 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2019 and 13 closed out, a net change of -6 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2019 was LPL Financial, an estimated $14.1M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2019 was Bank of New York Mellon, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2019.