WisdomTree US LargeCap Dividend Fund
144 hedge funds and large institutions have $912M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 16 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
1.27% more ownership
Funds ownership: 101.04% → 102.31% (+1.3%)
5% more capital invested
Capital invested by funds: $872M → $912M (+$39.5M)
3% less funds holding
Funds holding: 149 → 144 (-5)
25% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 16
27% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 51
36% less call options, than puts
Call options by funds: $311K | Put options by funds: $485K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.27M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.23M |
| 4 |
PV
Private Vista
Chicago,
Illinois
|
+$1.91M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$7.51M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.07M |
| 3 |
LPL Financial
San Diego,
California
|
-$5.84M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3M |
| 5 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$1.53M |
DLN Hedge Fund Activity: Q2 2016 in Review
144 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2016, worth a combined $912M — up 4.5% from $872M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of DLN and 12 opened new positions — a net loss of 4 holders — while 51 trimmed existing stakes and 37 added.
The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was Goldman Sachs, cutting an estimated $7.51M.
- 144 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2016, down from 149 in Q1 2016.
- Funds reported $912M of WisdomTree US LargeCap Dividend Fund stock for Q2 2016, up 4.5% quarter-over-quarter.
- 12 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2016 and 16 closed out, a net change of -4 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2016 was Morgan Stanley, an estimated $11.4M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2016 was Goldman Sachs, an estimated $7.51M sold.
Based on aggregated 13F filings for Q2 2016.