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WisdomTree US LargeCap Dividend Fund
DLN

204 hedge funds and large institutions have $1.07B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

20% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 51

9.26% more ownership

Funds ownership: 105.9% → 115.16% (+9.3%)

7% more funds holding

Funds holding: 191 → 204 (+13)

0% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$4.73M)

Holders
204
Holders Change
+13
Holders Change %
+6.81%
% of All Funds
4.55%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
30
Increased
61
Reduced
51
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$33.2M
2
GW
GW & Wade
Massachusetts
+$32.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$8.24M
4
CI
CX Institutional
Indiana
+$6.87M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.85M

Top Sellers

Rank Fund Capital Flow
1
GWA
Guidant Wealth Advisors
Illinois
-$7.63M
2
RIG
RiverFront Investment Group
Virginia
-$3.37M
3
PV
Private Vista
Illinois
-$2.59M
4
VC
Vestor Capital
Illinois
-$2.16M
5
SWP
Stratos Wealth Partners
Ohio
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
151
Carroll Financial Associates
North Carolina
$85K – – –
FMTCOCP
152
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$82K – – –
FHA
153
Flagship Harbor Advisors
Massachusetts
$78K – – –
OC
154
Oakworth Capital
Alabama
$75K -$80.9K -1,786 -50%
HI
155
Hudock Inc
Pennsylvania
$74K -$543 -12 -0.7%
BCI
156
Brinker Capital Investments
Pennsylvania
$74K – – –
CAC
157
Certified Advisory Corp
Florida
$73K +$20.2K +446 +35%
CB
158
Community Bank
New York
$71K – – –
ST
159
Smithfield Trust
Pennsylvania
$68K – – –
PA
160
Parallel Advisors
California
$65K – – –
JFA
161
JNBA Financial Advisors
Minnesota
$58K +$62.5K +1,380 New
BFEC
162
Benjamin F. Edwards & Company
Missouri
$55K +$181 +4 +0.3%
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.7K – – –
S
164
SignatureFD
Georgia
$48K +$52K +1,148 New
FANJ
165
Financial Architects (New Jersey)
New Jersey
$47K – – –
Bessemer Group
166
Bessemer Group
New Jersey
$45K +$48.5K +1,070 New
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$42K – – –
KPW
168
Kore Private Wealth
New York
$42K +$45.3K +1,000 New
BOPW
169
Brandywine Oak Private Wealth
Pennsylvania
$39K +$42K +928 New
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$38K +$91 +2 +0.2%
TL
171
TrueWealth LLC
Georgia
$32K – – –
PFBT
172
Parkside Financial Bank & Trust
Missouri
$31K – – –
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$28K – – –
FHA
174
First Horizon Advisors
Tennessee
$28K – – –
GRP
175
Global Retirement Partners
California
$28K – – –
5 6
7
8 9

DLN Hedge Fund Activity: Q4 2018 in Review

204 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2018, worth a combined $1.07B — up 0.45% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DLN positions and 16 closed out — a net gain of 14 holders — while 61 added to existing stakes and 51 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $33.2M. The largest seller was Guidant Wealth Advisors, cutting an estimated $7.63M.

  • 204 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2018, up from 191 in Q3 2018.
  • Funds reported $1.07B of WisdomTree US LargeCap Dividend Fund stock for Q4 2018, up 0.45% quarter-over-quarter.
  • 30 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2018 and 16 closed out, a net change of +14 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2018 was Bank of New York Mellon, an estimated $33.2M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2018 was Guidant Wealth Advisors, an estimated $7.63M sold.

Based on aggregated 13F filings for Q4 2018.