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WisdomTree US LargeCap Dividend Fund
DLN

191 hedge funds and large institutions have $1.06B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

3% more capital invested

Capital invested by funds: $1.03B → $1.06B (+$34.8M)

0% more funds holding

Funds holding: 191 → 191 (0)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

1.42% less ownership

Funds ownership: 107.32% → 105.9% (-1.4%)

26% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 62

Holders
191
Holders Change
–
Holders Change %
0%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
12
Increased
46
Reduced
62
Closed
11
Calls
$229K
Puts
–
Net Calls
+$229K
Net Calls Change
+$751K

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$7.55M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.19M
3
DADC
D.A. Davidson & Co
Montana
+$2.42M
4
SKK
Shepherd Kaplan Krochuk
Massachusetts
+$2.4M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$1.49M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$8.05M
2
PV
Private Vista
Illinois
-$5.9M
3
SWP
Stratos Wealth Partners
Ohio
-$4.26M
4
Morgan Stanley
Morgan Stanley
New York
-$4.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$3.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
151
Community Bank
New York
$80K – – –
RCAG
152
Rehmann Capital Advisory Group
Michigan
$76.3K – – –
ST
153
Smithfield Trust
Pennsylvania
$76K – – –
PA
154
Parallel Advisors
California
$74K – – –
BFEC
155
Benjamin F. Edwards & Company
Missouri
$62K – – –
CAC
156
Certified Advisory Corp
Florida
$61K -$2.06K -44 -3%
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.2K – – –
FANJ
158
Financial Architects (New Jersey)
New Jersey
$53K – – –
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$48K – – –
WAP
160
Wealthcare Advisory Partners
Pennsylvania
$42K +$188 +4 +0.5%
SNT
161
Security National Trust
West Virginia
$38K – – –
TL
162
TrueWealth LLC
Georgia
$36K – – –
PFBT
163
Parkside Financial Bank & Trust
Missouri
$35K – – –
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$32K – – –
FHA
165
First Horizon Advisors
Tennessee
$32K – – –
GRP
166
Global Retirement Partners
California
$32K – – –
AWMS
167
Advocacy Wealth Management Services
Georgia
$29K – – –
MWM
168
MinichMacGregor Wealth Management
New York
$26K – – –
CFD
169
Creative Financial Designs
Indiana
$25K – – –
BWA
170
BDO Wealth Advisors
Florida
$19K +$94 +2 +0.5%
VNA
171
Valley National Advisers
Pennsylvania
$19K +$281 +6 +2%
WWM
172
Willingdon Wealth Management
North Carolina
$17K – – –
KL
173
KWMG LLC
Kansas
$16K +$15.3K +326 New
CAL
174
Capital Advisors Ltd
Ohio
$15K – – –
MSFP
175
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
5 6
7
8 9

DLN Hedge Fund Activity: Q3 2018 in Review

191 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q3 2018, worth a combined $1.06B — up 3.4% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DLN positions and 11 closed out — a net gain of 1 holder — while 46 added to existing stakes and 62 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $7.55M. The largest seller was Wells Fargo, cutting an estimated $8.05M.

  • 191 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $1.06B of WisdomTree US LargeCap Dividend Fund stock for Q3 2018, up 3.4% quarter-over-quarter.
  • 12 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q3 2018 and 11 closed out, a net change of +1 holder.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q3 2018 was Steward Partners Investment Advisory, an estimated $7.55M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q3 2018 was Wells Fargo, an estimated $8.05M sold.

Based on aggregated 13F filings for Q3 2018.