WisdomTree US LargeCap Dividend Fund
149 hedge funds and large institutions have $872M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 54 reducing their positions, and 8 closing their positions.
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
10% more funds holding
Funds holding: 135 → 149 (+14)
4% less capital invested
Capital invested by funds: $907M → $872M (-$34.6M)
4.27% less ownership
Funds ownership: 105.32% → 101.04% (-4.3%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
30% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 54
100% less call options, than puts
Call options by funds: $1K | Put options by funds: $279K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PV
Private Vista
Chicago,
Illinois
|
+$7.63M |
| 2 |
Morgan Stanley
New York
|
+$7.32M |
| 3 |
EWM
Evercore Wealth Management
New York
|
+$2.83M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.3M |
| 5 |
SG Americas Securities
New York
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$19.4M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$18.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$15.9M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$12.2M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$4.89M |
DLN Hedge Fund Activity: Q1 2016 in Review
149 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2016, worth a combined $872M — down 3.8% from $907M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new DLN positions and 8 closed out — a net gain of 14 holders — while 38 added to existing stakes and 54 trimmed.
The largest buyer was Private Vista, adding an estimated $7.63M. The largest seller was RiverFront Investment Group, cutting an estimated $19.4M.
- 149 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2016, up from 135 in Q4 2015.
- Funds reported $872M of WisdomTree US LargeCap Dividend Fund stock for Q1 2016, down 3.8% quarter-over-quarter.
- 22 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2016 and 8 closed out, a net change of +14 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2016 was Private Vista, an estimated $7.63M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2016 was RiverFront Investment Group, an estimated $19.4M sold.
Based on aggregated 13F filings for Q1 2016.