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WisdomTree US LargeCap Dividend Fund
DLN

84 hedge funds and large institutions have $935M invested in WisdomTree US LargeCap Dividend Fund in 2013 Q2 according to their latest regulatory filings, with 84 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

117.71% more ownership

Funds ownership: 0% → 117.71% (+118%)

Holders
84
Holders Change
+84
Holders Change %
–
% of All Funds
2.74%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
84
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$366M +$370M +12,253,228 New
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$140M +$141M +4,682,182 New
Morgan Stanley
3
Morgan Stanley
New York
$52.7M +$53.2M +1,761,282 New
LYV
4
Live Your Vision
Pennsylvania
$41.6M +$40.9M +1,353,738 New
U
5
UBS
Switzerland
$40.9M +$41.3M +1,366,946 New
Bank of America
6
Bank of America
North Carolina
$37.2M +$37.5M +1,242,342 New
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$34.3M +$34.6M +1,147,574 New
Wells Fargo
8
Wells Fargo
California
$29M +$29.2M +968,102 New
GW
9
GW & Wade
Massachusetts
$24.1M +$24.3M +805,116 New
WBG
10
Wharton Business Group
Pennsylvania
$16.7M +$16.9M +559,890 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$15.8M +$15.9M +526,700 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$14.6M +$14.8M +488,652 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.06M +$9.15M +302,954 New
UCFA
14
United Capital Financial Advisors
Texas
$8.61M +$8.69M +287,868 New
RJA
15
Raymond James & Associates
Florida
$8.46M +$8.54M +282,810 New
SP
16
Sarasin & Partners
United Kingdom
$6.83M +$6.89M +228,130 New
LPL Financial
17
LPL Financial
California
$5.69M +$5.75M +190,408 New
PWAP
18
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.92M +$4.97M +164,662 New
SFI
19
SPC Financial Inc
Maryland
$4.26M +$4.3M +142,400 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.18M +$4.23M +139,948 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.11M +$4.15M +137,514 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$3.42M +$3.45M +114,214 New
PI
23
Placemark Investments
Illinois
$3.38M +$3.42M +113,152 New
LW
24
Linscomb Wealth
Texas
$3.35M +$3.38M +112,020 New
AI
25
Atria Investments
North Carolina
$3.16M +$3.19M +105,674 New
1
2 3 4

DLN Hedge Fund Activity: Q2 2013 in Review

84 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2013, worth a combined $935M.

Buyers outnumbered sellers: 84 funds opened new DLN positions and 0 closed out — a net gain of 84 holders — while 0 added to existing stakes and 0 trimmed.

  • 84 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $935M of WisdomTree US LargeCap Dividend Fund stock for Q2 2013.
  • 84 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2013 and 0 closed out, a net change of +84 holders.

Based on aggregated 13F filings for Q2 2013.