WisdomTree US LargeCap Dividend Fund
152 hedge funds and large institutions have $992M invested in WisdomTree US LargeCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 15 closing their positions.
33% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 15
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
7% more capital invested
Capital invested by funds: $926M → $992M (+$66.5M)
6.29% more ownership
Funds ownership: 95.26% → 101.54% (+6.3%)
3% more funds holding
Funds holding: 148 → 152 (+4)
6% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 47
13% less call options, than puts
Call options by funds: $208K | Put options by funds: $240K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.8M |
| 2 |
EWM
Evercore Wealth Management
New York
|
+$8.61M |
| 3 |
VC
Vestor Capital
Chicago,
Illinois
|
+$6.68M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$3.39M |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$2.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$5.4M |
| 2 |
PV
Private Vista
Chicago,
Illinois
|
-$4.77M |
| 3 |
SG Americas Securities
New York
|
-$3.44M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.05M |
| 5 |
Jane Street
New York
|
-$1.6M |
DLN Hedge Fund Activity: Q4 2016 in Review
152 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2016, worth a combined $992M — up 7.2% from $926M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DLN positions and 15 closed out — a net gain of 5 holders — while 44 added to existing stakes and 47 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $11.8M. The largest seller was RiverFront Investment Group, cutting an estimated $5.4M.
- 152 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2016, up from 148 in Q3 2016.
- Funds reported $992M of WisdomTree US LargeCap Dividend Fund stock for Q4 2016, up 7.2% quarter-over-quarter.
- 20 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2016 and 15 closed out, a net change of +5 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2016 was Morgan Stanley, an estimated $11.8M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2016 was RiverFront Investment Group, an estimated $5.4M sold.
Based on aggregated 13F filings for Q4 2016.