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WisdomTree US LargeCap Dividend Fund
DLN

238 hedge funds and large institutions have $1.38B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 9

64% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 47

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

13% more funds holding

Funds holding: 211 → 238 (+27)

13% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$154M)

2.56% more ownership

Funds ownership: 112.02% → 114.58% (+2.6%)

Holders
238
Holders Change
+27
Holders Change %
+12.8%
% of All Funds
4.69%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
41
Increased
77
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$10.3M
2
GW
GW & Wade
Massachusetts
+$6.94M
3
Morgan Stanley
Morgan Stanley
New York
+$6.12M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.37M
5
Bank of America
Bank of America
North Carolina
+$5.01M

Top Sellers

Rank Fund Capital Flow
1
TCPWM
Traverso Chambers Private Wealth Management
California
-$6.66M
2
RJA
Raymond James & Associates
Florida
-$4.18M
3
PV
Private Vista
Illinois
-$2.47M
4
M&T Bank
M&T Bank
New York
-$2.08M
5
RIG
RiverFront Investment Group
Virginia
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
126
Ackerman Capital Advisors
Texas
$406K – – –
AT
127
Arden Trust
Delaware
$403K – – –
CA
128
Cetera Advisors
Colorado
$402K +$384K +7,542 New
EWA
129
Exencial Wealth Advisors
Oklahoma
$399K – – –
EW
130
Element Wealth
Mississippi
$397K +$382K +7,504 New
BAM
131
Belpointe Asset Management
Nevada
$391K +$376K +7,378 New
GWM
132
Geneos Wealth Management
Colorado
$390K +$510 +10 +0.1%
BSW
133
Buckingham Strategic Wealth
Missouri
$374K – – –
FNBT
134
FineMark National Bank & Trust
Florida
$362K – – –
DC
135
Davenport & Co
Virginia
$359K +$346K +6,784 New
WTC
136
WhitTier Trust Company
Nevada
$349K – – –
DW
137
Domani Wealth
Pennsylvania
$347K – – –
WCWM
138
Willow Creek Wealth Management
California
$340K – – –
PW
139
Peninsula Wealth
California
$338K -$17.7K -348 -5%
PO
140
Private Ocean
California
$329K – – –
MWM
141
Madison Wealth Management
Ohio
$325K +$312K +6,130 New
BJL
142
Brighton Jones LLC
Washington
$320K -$49.3K -968 -14%
PPA
143
Parametric Portfolio Associates
Washington
$312K +$300K +5,884 New
VA
144
Valmark Advisers
Ohio
$310K +$28K +550 +10%
LIA
145
LS Investment Advisors
Michigan
$307K – – –
MFT
146
Moisand Fitzgerald Tamayo
Florida
$300K – – –
TRCT
147
Tower Research Capital (TRC)
New York
$295K -$72.2K -1,416 -20%
BCWM
148
Bartlett & Co Wealth Management
Ohio
$290K -$33.6K -660 -11%
CG
149
Colony Group
Massachusetts
$286K – – –
CG
150
Cutler Group
California
$285K +$275K +5,398 New
4 5
6
7 8

DLN Hedge Fund Activity: Q4 2019 in Review

238 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2019, worth a combined $1.38B — up 13% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DLN positions and 9 closed out — a net gain of 32 holders — while 77 added to existing stakes and 47 trimmed.

The largest buyer was Truist Financial, adding an estimated $10.3M. The largest seller was Traverso Chambers Private Wealth Management, cutting an estimated $6.66M.

  • 238 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2019, up from 211 in Q3 2019.
  • Funds reported $1.38B of WisdomTree US LargeCap Dividend Fund stock for Q4 2019, up 13% quarter-over-quarter.
  • 41 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2019 and 9 closed out, a net change of +32 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2019 was Truist Financial, an estimated $10.3M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2019 was Traverso Chambers Private Wealth Management, an estimated $6.66M sold.

Based on aggregated 13F filings for Q4 2019.