WisdomTree US LargeCap Dividend Fund
93 hedge funds and large institutions have $864M invested in WisdomTree US LargeCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
11% more funds holding
Funds holding: 84 → 93 (+9)
9% less capital invested
Capital invested by funds: $952M → $864M (-$88M)
10.03% less ownership
Funds ownership: 117.71% → 107.67% (-10%)
19% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$12.3M |
| 2 |
Morgan Stanley
New York
|
+$4.24M |
| 3 |
SG Americas Securities
New York
|
+$3.46M |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$3.06M |
| 5 |
Goldman Sachs
New York
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$99.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$15M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$11.2M |
| 4 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$4.03M |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$2.66M |
DLN Hedge Fund Activity: Q3 2013 in Review
93 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q3 2013, worth a combined $864M — down 9.2% from $952M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DLN positions and 4 closed out — a net gain of 9 holders — while 30 added to existing stakes and 37 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $12.3M. The largest seller was RiverFront Investment Group, cutting an estimated $99.5M.
- 93 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q3 2013, up from 84 in Q2 2013.
- Funds reported $864M of WisdomTree US LargeCap Dividend Fund stock for Q3 2013, down 9.2% quarter-over-quarter.
- 13 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q3 2013 and 4 closed out, a net change of +9 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q3 2013 was PNC Financial Services Group, an estimated $12.3M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q3 2013 was RiverFront Investment Group, an estimated $99.5M sold.
Based on aggregated 13F filings for Q3 2013.