WisdomTree US LargeCap Dividend Fund
119 hedge funds and large institutions have $887M invested in WisdomTree US LargeCap Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 18 closing their positions.
6% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 18
2% less funds holding
Funds holding: 122 → 119 (-3)
8.37% less ownership
Funds ownership: 105.66% → 97.29% (-8.4%)
20% less capital invested
Capital invested by funds: $1.11B → $887M (-$227M)
20% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 44
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $290K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$16.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.67M |
| 3 |
SG Americas Securities
New York
|
+$4.44M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.38M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$3.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$175M |
| 2 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$13M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$11.4M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$10.8M |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$10.4M |
DLN Hedge Fund Activity: Q2 2015 in Review
119 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2015, worth a combined $887M — down 20% from $1.11B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of DLN and 17 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 35 added.
The largest buyer was Raymond James & Associates, adding an estimated $16.5M. The largest seller was RiverFront Investment Group, cutting an estimated $175M.
- 119 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2015, down from 122 in Q1 2015.
- Funds reported $887M of WisdomTree US LargeCap Dividend Fund stock for Q2 2015, down 20% quarter-over-quarter.
- 17 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2015 and 18 closed out, a net change of -1 holder.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2015 was Raymond James & Associates, an estimated $16.5M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2015 was RiverFront Investment Group, an estimated $175M sold.
Based on aggregated 13F filings for Q2 2015.