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WisdomTree US LargeCap Dividend Fund
DLN

200 hedge funds and large institutions have $1.17B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.16B → $1.17B (+$14.8M)

2.3% less ownership

Funds ownership: 114.12% → 111.82% (-2.3%)

5% less funds holding

Funds holding: 210 → 200 (-10)

12% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 67

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
200
Holders Change
-10
Holders Change %
-4.76%
% of All Funds
4.34%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
7
Increased
59
Reduced
67
Closed
13
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
-$20K

Top Buyers

1
LPL Financial
LPL Financial
California
+$14.1M
2
RJA
Raymond James & Associates
Florida
+$11.7M
3
Bank of America
Bank of America
North Carolina
+$6.84M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.18M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$15.8M
2
Morgan Stanley
Morgan Stanley
New York
-$14.9M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$14.1M
4
Goldman Sachs
Goldman Sachs
New York
-$5.14M
5
GFPC
Global Financial Private Capital
Florida
-$4.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
176
Capital Analysts LLC
Pennsylvania
$24K – – –
VNA
177
Valley National Advisers
Pennsylvania
$23K -$4.77K -100 -17%
MAM
178
Marquette Asset Management
Minnesota
$23K – – –
SIM
179
Sonora Investment Management
Arizona
$21K +$20.4K +428 New
LWM
180
Liberty Wealth Management
California
$20K – – –
PA
181
Parallel Advisors
California
$18K -$56K -1,174 -76%
CAL
182
Capital Advisors Ltd
Ohio
$16K – – –
MSFP
183
Mark Sheptoff Financial Planning
Connecticut
$15K – – –
WWM
184
Willingdon Wealth Management
North Carolina
$14K -$3.24K -68 -19%
RCAG
185
Rehmann Capital Advisory Group
Michigan
$11.1K -$65.4K -1,370 -86%
FPB
186
First PREMIER Bank
South Dakota
$10K – – –
SF
187
Synovus Financial
Georgia
$10K – – –
WEC
188
Winslow Evans & Crocker
Massachusetts
$8K – – –
ADL
189
Asset Dedication LLC
California
$7K – – –
ASN
190
Advisory Services Network
Georgia
$5K – – –
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$5K – – –
SIS
192
Sound Income Strategies
Florida
$5K – – –
GI
193
Gradient Investments
Minnesota
$4K – – –
AIP
194
Ameritas Investment Partners
Nebraska
$3K – – –
CIAS
195
Capital Investment Advisory Services
North Carolina
$3K – – –
ME
196
McIlrath & Eck
Washington
$3K – – –
RTC
197
Riverview Trust Company
Washington
$2K – – –
BWM
198
Baystate Wealth Management
Massachusetts
$1K – – –
ACA
199
Ackerman Capital Advisors
Texas
$372 -$19.1K -400 -5%
GFPC
200
Global Financial Private Capital
Florida
– -$4.6M -97,588 Closed
5 6 7
8
9

DLN Hedge Fund Activity: Q2 2019 in Review

200 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2019, worth a combined $1.17B — up 1.3% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DLN and 7 opened new positions — a net loss of 6 holders — while 67 trimmed existing stakes and 59 added.

The largest buyer was LPL Financial, adding an estimated $14.1M. The largest seller was Bank of New York Mellon, cutting an estimated $15.8M.

  • 200 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2019, down from 210 in Q1 2019.
  • Funds reported $1.17B of WisdomTree US LargeCap Dividend Fund stock for Q2 2019, up 1.3% quarter-over-quarter.
  • 7 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2019 and 13 closed out, a net change of -6 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2019 was LPL Financial, an estimated $14.1M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2019 was Bank of New York Mellon, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2019.