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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
CC
151
Courier Capital
New York
$283K – – –
W
152
Wealthquest
Ohio
$280K – – –
RC
153
RegentAtlantic Capital
New Jersey
$279K – – –
WWM
154
Western Wealth Management
Colorado
$276K – – –
CCM
155
Carlson Capital Management
Minnesota
$275K – – –
SC
156
SouthState Corp
Florida
$265K – – –
AA
157
Ancora Advisors
Ohio
$253K +$252K +4,944 New
SEI Investments
158
SEI Investments
Pennsylvania
$244K – – –
WSFS
159
Wilmington Savings Fund Society
Delaware
$238K +$19K +372 +9%
RI
160
Ridgewood Investments
New Jersey
$231K – – –
KIA
161
KCM Investment Advisors
California
$212K +$204K +4,000 New
RJT
162
Raymond James Trust
Florida
$203K -$19.1K -374 -9%
GFS
163
GYL Financial Synergies
Connecticut
$201K +$193K +3,794 New
SSWG
164
Seven Springs Wealth Group
Tennessee
$191K +$183K +3,600 New
BCI
165
Brinker Capital Investments
Pennsylvania
$190K – – –
NL
166
NVWM LLC
Pennsylvania
$188K – – –
IFWM
167
Institute for Wealth Management
Colorado
$171K +$165K +3,230 New
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$166K +$159K +3,128 New
WCG
169
Weaver Consulting Group
California
$164K – – –
MA
170
MCF Advisors
Kentucky
$159K – – –
Fidelity Investments
171
Fidelity Investments
Massachusetts
$154K +$4.48K +88 +3%
AWA
172
Arkadios Wealth Advisors
Georgia
$146K +$137K +2,694 New
SMFS
173
Squar Milner Financial Services
California
$118K +$114K +2,240 New
IA
174
IFP Advisors
Florida
$108K -$30K -588 -22%
KBFS
175
Kohmann Bosshard Financial Services
Ohio
$108K – – –
5 6
7
8 9

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.