WisdomTree US LargeCap Dividend Fund
210 hedge funds and large institutions have $1.16B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 70 reducing their positions, and 16 closing their positions.
50% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 16
9% more capital invested
Capital invested by funds: $1.07B → $1.16B (+$91.3M)
3% more funds holding
Funds holding: 204 → 210 (+6)
1.04% less ownership
Funds ownership: 115.16% → 114.12% (-1%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
29% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$6.58M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$5.94M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$3.48M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.9M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$17.6M |
| 2 |
Morgan Stanley
New York
|
-$9.43M |
| 3 |
PV
Private Vista
Chicago,
Illinois
|
-$4.61M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$4.37M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$3.68M |
DLN Hedge Fund Activity: Q1 2019 in Review
210 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2019, worth a combined $1.16B — up 8.6% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new DLN positions and 16 closed out — a net gain of 8 holders — while 50 added to existing stakes and 70 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $6.58M. The largest seller was Bank of New York Mellon, cutting an estimated $17.6M.
- 210 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2019, up from 204 in Q4 2018.
- Funds reported $1.16B of WisdomTree US LargeCap Dividend Fund stock for Q1 2019, up 8.6% quarter-over-quarter.
- 24 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2019 and 16 closed out, a net change of +8 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2019 was Goldman Sachs, an estimated $6.58M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2019 was Bank of New York Mellon, an estimated $17.6M sold.
Based on aggregated 13F filings for Q1 2019.