WisdomTree US LargeCap Dividend Fund
122 hedge funds and large institutions have $1.11B invested in WisdomTree US LargeCap Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 16 closing their positions.
19% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 16
1% more funds holding
Funds holding: 121 → 122 (+1)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
7.11% less ownership
Funds ownership: 112.77% → 105.66% (-7.1%)
17% less capital invested
Capital invested by funds: $1.35B → $1.11B (-$236M)
31% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.1M |
| 2 |
EWM
Evercore Wealth Management
New York
|
+$4.49M |
| 3 |
DMS
Discretionary Management Services
Merriam,
Kansas
|
+$3.71M |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$3.6M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$202M |
| 2 |
Jane Street
New York
|
-$6.37M |
| 3 |
GW
GW & Wade
Wellesley,
Massachusetts
|
-$6.31M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$6.02M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$4.11M |
DLN Hedge Fund Activity: Q1 2015 in Review
122 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2015, worth a combined $1.11B — down 17% from $1.35B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new DLN positions and 16 closed out — a net gain of 3 holders — while 33 added to existing stakes and 48 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $11.1M. The largest seller was RiverFront Investment Group, cutting an estimated $202M.
- 122 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2015, up from 121 in Q4 2014.
- Funds reported $1.11B of WisdomTree US LargeCap Dividend Fund stock for Q1 2015, down 17% quarter-over-quarter.
- 19 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2015 and 16 closed out, a net change of +3 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2015 was Envestnet Asset Management, an estimated $11.1M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2015 was RiverFront Investment Group, an estimated $202M sold.
Based on aggregated 13F filings for Q1 2015.