WisdomTree US LargeCap Dividend Fund
99 hedge funds and large institutions have $974M invested in WisdomTree US LargeCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 11 closing their positions.
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
1% more funds holding
Funds holding: 98 → 99 (+1)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 33
5% less capital invested
Capital invested by funds: $1.02B → $974M (-$49.6M)
9.24% less ownership
Funds ownership: 112.28% → 103.04% (-9.2%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $212K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.61M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.5M |
| 3 |
PI
Placemark Investments
Chicago,
Illinois
|
+$3.09M |
| 4 |
Jane Street
New York
|
+$2.11M |
| 5 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$92.8M |
| 2 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$10M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$4.88M |
| 4 |
SG Americas Securities
New York
|
-$2.54M |
| 5 |
Bank of New York Mellon
New York
|
-$1.61M |
DLN Hedge Fund Activity: Q2 2014 in Review
99 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2014, worth a combined $974M — down 4.8% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DLN positions and 11 closed out — a net gain of 2 holders — while 33 added to existing stakes and 33 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.61M. The largest seller was RiverFront Investment Group, cutting an estimated $92.8M.
- 99 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2014, up from 98 in Q1 2014.
- Funds reported $974M of WisdomTree US LargeCap Dividend Fund stock for Q2 2014, down 4.8% quarter-over-quarter.
- 13 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2014 and 11 closed out, a net change of +2 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2014 was Morgan Stanley, an estimated $7.61M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2014 was RiverFront Investment Group, an estimated $92.8M sold.
Based on aggregated 13F filings for Q2 2014.