WisdomTree US LargeCap Dividend Fund
95 hedge funds and large institutions have $974M invested in WisdomTree US LargeCap Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
38% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 29
13% more capital invested
Capital invested by funds: $864M → $974M (+$111M)
2% more funds holding
Funds holding: 93 → 95 (+2)
2% more ownership
Funds ownership: 107.67% → 109.67% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$36.1M |
| 2 |
Morgan Stanley
New York
|
+$5.22M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.32M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$1.75M |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$7.81M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$7.75M |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$3.04M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.24M |
| 5 |
Goldman Sachs
New York
|
-$829K |
DLN Hedge Fund Activity: Q4 2013 in Review
95 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2013, worth a combined $974M — up 13% from $864M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DLN positions and 7 closed out — a net gain of 4 holders — while 40 added to existing stakes and 29 trimmed.
The largest buyer was RiverFront Investment Group, adding an estimated $36.1M. The largest seller was Live Your Vision, cutting an estimated $7.81M.
- 95 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2013, up from 93 in Q3 2013.
- Funds reported $974M of WisdomTree US LargeCap Dividend Fund stock for Q4 2013, up 13% quarter-over-quarter.
- 11 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2013 and 7 closed out, a net change of +4 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2013 was RiverFront Investment Group, an estimated $36.1M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2013 was Live Your Vision, an estimated $7.81M sold.
Based on aggregated 13F filings for Q4 2013.