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.
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
Top Buyers
Top Sellers
| 1 |
Bank of New York Mellon
New York
|
-$15.8M |
| 2 |
Morgan Stanley
New York
|
-$14.9M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$14.1M |
| 4 |
Goldman Sachs
New York
|
-$5.14M |
| 5 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$4.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PPFA
201
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
| – | -$1.09M | -23,200 | Closed |
|
|
AA
202
Ancora Advisors
Cleveland,
Ohio
| – | -$578K | -12,272 | Closed |
|
|
WLIM
203
White Lighthouse Investment Management
Bedford,
Massachusetts
| – | -$332K | -7,050 | Closed |
|
|
AP
204
Advisors Preferred
Rockville,
Maryland
| – | -$322K | -6,830 | Closed |
|
|
FAAS
205
First Allied Advisory Services
San Diego,
California
| – | -$263K | -5,578 | Closed |
|
|
BMM
206
Buffington Mohr McNeal
Boise,
Idaho
| – | -$110K | -2,338 | Closed |
|
|
ONST
207
Old North State Trust
Greensboro,
North Carolina
| – | -$107K | -2,280 | Closed |
|
|
KPW
208
Kore Private Wealth
New York
| – | -$47K | -1,000 | Closed |
|
|
KL
209
KWMG LLC
Overland Park,
Kansas
| – | -$15K | -326 | Closed |
|
|
AIA
210
Alera Investment Advisors
Deerfield,
Illinois
| – | -$12K | -260 | Closed |
|
|
GWMIA
211
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$10K | -208 | Closed |
|
212
Barclays
London,
United Kingdom
| – | -$3K | -66 | Closed |
|
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.