WisdomTree US LargeCap Dividend Fund
DLN
191 hedge funds and large institutions have $1.11B invested in WisdomTree US LargeCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 14 closing their positions.
143% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 14
12% more funds holding
Funds holding: 171 → 191 (+20)
8% more capital invested
Capital invested by funds: $1.03B → $1.11B (+$77.9M)
3.14% more ownership
Funds ownership: 105.33% → 108.47% (+3.1%)
16% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 55
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
+$7.45M |
| 2 |
Goldman Sachs
New York
|
+$1.66M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.27M |
| 4 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$1.17M |
| 5 |
Bank of New York Mellon
New York
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TSS
Two Sigma Securities
New York
|
-$7.89M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$7.19M |
| 3 |
PV
Private Vista
Chicago,
Illinois
|
-$4.51M |
| 4 |
Morgan Stanley
New York
|
-$4.34M |
| 5 |
Jane Street
New York
|
-$2.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
First Manhattan
New York
| – | -$25K | -588 | Closed |
|
|
BF
202
BOK Financial
Tulsa,
Oklahoma
| – | -$10K | -234 | Closed |
|
203
SEI Investments
Oaks,
Pennsylvania
| – | -$7K | -164 | Closed |
|
|
SQA
204
Simon Quick Advisors
Morristown,
New Jersey
| – | -$7K | -150 | Closed |
|
DLN Hedge Fund Activity: Q4 2017 in Review
191 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2017, worth a combined $1.11B — up 7.5% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new DLN positions and 14 closed out — a net gain of 20 holders — while 46 added to existing stakes and 55 trimmed.
The largest buyer was Guidant Wealth Advisors, adding an estimated $7.45M. The largest seller was Two Sigma Securities, exiting entirely with an estimated $7.89M sold.
- 191 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2017, up from 171 in Q3 2017.
- Funds reported $1.11B of WisdomTree US LargeCap Dividend Fund stock for Q4 2017, up 7.5% quarter-over-quarter.
- 34 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2017 and 14 closed out, a net change of +20 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2017 was Guidant Wealth Advisors, an estimated $7.45M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2017 was Two Sigma Securities, an estimated $7.89M sold.
Based on aggregated 13F filings for Q4 2017.