WisdomTree US LargeCap Dividend Fund
148 hedge funds and large institutions have $926M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 51 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
3% more funds holding
Funds holding: 144 → 148 (+4)
9% more call options, than puts
Call options by funds: $269K | Put options by funds: $246K
2% more capital invested
Capital invested by funds: $912M → $926M (+$14M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
7.06% less ownership
Funds ownership: 102.31% → 95.26% (-7.1%)
25% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Evercore Wealth Management
New York
|
+$12.6M |
| 2 |
Jane Street
New York
|
+$3.26M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.21M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$3.16M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$6.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.07M |
| 3 |
VF
Virtu Financial
New York
|
-$4.03M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.13M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$2.47M |
DLN Hedge Fund Activity: Q3 2016 in Review
148 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q3 2016, worth a combined $926M — up 1.5% from $912M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DLN positions and 11 closed out — a net gain of 7 holders — while 38 added to existing stakes and 51 trimmed.
The largest buyer was Evercore Wealth Management, adding an estimated $12.6M. The largest seller was RiverFront Investment Group, cutting an estimated $6.4M.
- 148 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q3 2016, up from 144 in Q2 2016.
- Funds reported $926M of WisdomTree US LargeCap Dividend Fund stock for Q3 2016, up 1.5% quarter-over-quarter.
- 18 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q3 2016 and 11 closed out, a net change of +7 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q3 2016 was Evercore Wealth Management, an estimated $12.6M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q3 2016 was RiverFront Investment Group, an estimated $6.4M sold.
Based on aggregated 13F filings for Q3 2016.