WisdomTree US LargeCap Dividend Fund
161 hedge funds and large institutions have $1B invested in WisdomTree US LargeCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 67 reducing their positions, and 9 closing their positions.
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
6% more funds holding
Funds holding: 152 → 161 (+9)
1.37% more ownership
Funds ownership: 101.54% → 102.91% (+1.4%)
1% more capital invested
Capital invested by funds: $992M → $1B (+$8.59M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
48% less call options, than puts
Call options by funds: $307K | Put options by funds: $589K
51% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$7.88M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.95M |
| 3 |
EWM
Evercore Wealth Management
New York
|
+$2.83M |
| 4 |
VF
Virtu Financial
New York
|
+$1.9M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PV
Private Vista
Chicago,
Illinois
|
-$8.25M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$7.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$5.22M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.88M |
| 5 |
VC
Vestor Capital
Chicago,
Illinois
|
-$3.7M |
DLN Hedge Fund Activity: Q1 2017 in Review
161 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2017, worth a combined $1B — up 0.87% from $992M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new DLN positions and 9 closed out — a net gain of 10 holders — while 33 added to existing stakes and 67 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $7.88M. The largest seller was Private Vista, cutting an estimated $8.25M.
- 161 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2017, up from 152 in Q4 2016.
- Funds reported $1B of WisdomTree US LargeCap Dividend Fund stock for Q1 2017, up 0.87% quarter-over-quarter.
- 19 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2017 and 9 closed out, a net change of +10 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2017 was JP Morgan Private Wealth Advisors, an estimated $7.88M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2017 was Private Vista, an estimated $8.25M sold.
Based on aggregated 13F filings for Q1 2017.