WisdomTree US LargeCap Dividend Fund
98 hedge funds and large institutions have $1.02B invested in WisdomTree US LargeCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
5% more capital invested
Capital invested by funds: $974M → $1.02B (+$49.3M)
3% more funds holding
Funds holding: 95 → 98 (+3)
2.61% more ownership
Funds ownership: 109.67% → 112.28% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
21% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$14.9M |
| 2 |
Goldman Sachs
New York
|
+$14.1M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$9.27M |
| 4 |
FAAM
First Allied Asset Management
San Diego,
California
|
+$4.69M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$7.72M |
| 2 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$4.37M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$3.4M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.71M |
| 5 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$1.97M |
DLN Hedge Fund Activity: Q1 2014 in Review
98 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2014, worth a combined $1.02B — up 5.1% from $974M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DLN positions and 7 closed out — a net gain of 3 holders — while 31 added to existing stakes and 39 trimmed.
The largest buyer was RiverFront Investment Group, adding an estimated $14.9M. The largest seller was Live Your Vision, cutting an estimated $7.72M.
- 98 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2014, up from 95 in Q4 2013.
- Funds reported $1.02B of WisdomTree US LargeCap Dividend Fund stock for Q1 2014, up 5.1% quarter-over-quarter.
- 10 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2014 and 7 closed out, a net change of +3 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2014 was RiverFront Investment Group, an estimated $14.9M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2014 was Live Your Vision, an estimated $7.72M sold.
Based on aggregated 13F filings for Q1 2014.