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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
NSB
176
Norway Savings Bank
Maine
$14K – – –
GI
177
Gradient Investments
Minnesota
$12K – – –
SF
178
Synovus Financial
Georgia
$10K – – –
PA
179
Perennial Advisors
New York
$10K +$3.28K +70 +47%
FPB
180
First PREMIER Bank
South Dakota
$10K +$9.47K +202 New
AF
181
Advisornet Financial
Minnesota
$9K +$8.54K +182 New
WEC
182
Winslow Evans & Crocker
Massachusetts
$8K – – –
ADL
183
Asset Dedication LLC
California
$7K – – –
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$5K – – –
SIS
185
Sound Income Strategies
Florida
$5K – – –
AIP
186
Ameritas Investment Partners
Nebraska
$3K – – –
Barclays
187
Barclays
United Kingdom
$3K – – –
ME
188
McIlrath & Eck
Washington
$3K – – –
BWM
189
Baystate Wealth Management
Massachusetts
$1K – – –
Fidelity Investments
190
Fidelity Investments
Massachusetts
$1K +$1.03K +22 New
DDPOM
191
Delta Dental Plan of Michigan
Michigan
– -$18.4M -409,310 Closed
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
– -$2.13M -45,440 Closed
LNC
193
Lincoln National Corp
Pennsylvania
– -$617K -13,754 Closed
SAM
194
SignalPoint Asset Management
Missouri
– -$558K -12,452 Closed
TCM
195
Tufton Capital Management
Maryland
– -$423K -9,440 Closed
JFA
196
JNBA Financial Advisors
Minnesota
– -$90K -2,010 Closed
WF
197
WealthTrust Fairport
Ohio
– -$56K -1,240 Closed
AWA
198
Acorn Wealth Advisors
Michigan
– -$38K -836 Closed
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
– -$17K -382 Closed
SEI Investments
200
SEI Investments
Pennsylvania
– -$6K -130 Closed
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.