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WisdomTree US LargeCap Dividend Fund

168 hedge funds and large institutions have $1,000M invested in WisdomTree US LargeCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $614K

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

4% more funds holding

Funds holding: 161168 (+7)

1.13% more ownership

Funds ownership: 102.91%104.04% (+1.1%)

0% more capital invested

Capital invested by funds: $998M → $1,000M (+$1.88M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 57

Holders
168
Holders Change
+7
Holders Change %
+4.35%
% of All Funds
4.19%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
14
Increased
47
Reduced
57
Closed
6
Calls
$1.51M
Puts
$614K
Net Calls
+$899K
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
151
Creative Financial Designs
Indiana
$25K -$12.5K -298 -34%
MWM
152
MinichMacGregor Wealth Management
New York
$23K
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$18K +$18.4K +440 New
BWA
154
BDO Wealth Advisors
Florida
$16K +$15.8K +378 New
MSFP
155
Mark Sheptoff Financial Planning
Connecticut
$13K -$84 -2 -0.7%
CAL
156
Capital Advisors Ltd
Ohio
$13K
NA
157
NewEdge Advisors
Louisiana
$12.1K +$12K +288 New
VNA
158
Valley National Advisers
Pennsylvania
$11K +$3.34K +80 +44%
SAM
159
SignalPoint Asset Management
Missouri
$10K +$9.7K +232 New
SF
160
Synovus Financial
Georgia
$9K
ADL
161
Asset Dedication LLC
California
$8K -$1K -24 -12%
AC
162
Alexandria Capital
Virginia
$8K
GI
163
Gradient Investments
Minnesota
$4K
Barclays
164
Barclays
United Kingdom
$3K
AIP
165
Ameritas Investment Partners
Nebraska
$3K +$84 +2 +3%
TIM
166
Tortoise Investment Management
New York
$2K
BWM
167
Baystate Wealth Management
Massachusetts
$1K
PA
168
Paracle Advisors
Washington
-$3.61M -87,130 Closed
NPC
169
National Planning Corporation
California
-$974K -23,502 Closed
TSS
170
Two Sigma Securities
New York
-$492K -11,872 Closed
VKH
171
Virtu KCG Holdings
New York
-$361K -8,718 Closed
SB
172
Suntrust Banks
Georgia
-$201K -4,826 Closed
AIP
173
Almanack Investment Partners
Pennsylvania
-$141K -3,406 Closed

DLN Hedge Fund Activity: Q2 2017 in Review

168 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2017, worth a combined $1,000M — up 0.19% from $998M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DLN positions and 6 closed out — a net gain of 8 holders — while 47 added to existing stakes and 57 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $3.85M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $8.19M.

  • 168 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2017, up from 161 in Q1 2017.
  • Funds reported $1,000M of WisdomTree US LargeCap Dividend Fund stock for Q2 2017, up 0.19% quarter-over-quarter.
  • 14 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2017 and 6 closed out, a net change of +8 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2017 was Bank of New York Mellon, an estimated $3.85M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2017 was Wilbanks Smith & Thomas Asset Management, an estimated $8.19M sold.

Based on aggregated 13F filings for Q2 2017.