WisdomTree US LargeCap Dividend Fund
100 hedge funds and large institutions have $997M invested in WisdomTree US LargeCap Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
5.49% more ownership
Funds ownership: 103.04% → 108.53% (+5.5%)
1% more funds holding
Funds holding: 99 → 100 (+1)
2% more capital invested
Capital invested by funds: $974M → $997M (+$23.3M)
15% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 41
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $484K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$30.9M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$6.3M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.82M |
| 4 |
Citigroup
New York
|
+$3.44M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$22.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.8M |
| 3 |
Jane Street
New York
|
-$2.17M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.16M |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$1.94M |
DLN Hedge Fund Activity: Q3 2014 in Review
100 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q3 2014, worth a combined $997M — up 2.4% from $974M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DLN positions and 5 closed out — a net gain of 1 holder — while 35 added to existing stakes and 41 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $30.9M. The largest seller was RiverFront Investment Group, cutting an estimated $22.4M.
- 100 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q3 2014, up from 99 in Q2 2014.
- Funds reported $997M of WisdomTree US LargeCap Dividend Fund stock for Q3 2014, up 2.4% quarter-over-quarter.
- 6 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q3 2014 and 5 closed out, a net change of +1 holder.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q3 2014 was PNC Financial Services Group, an estimated $30.9M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q3 2014 was RiverFront Investment Group, an estimated $22.4M sold.
Based on aggregated 13F filings for Q3 2014.