WisdomTree US LargeCap Dividend Fund
171 hedge funds and large institutions have $1.03B invested in WisdomTree US LargeCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 9 closing their positions.
121% more call options, than puts
Call options by funds: $1.16M | Put options by funds: $522K
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
2% more funds holding
Funds holding: 168 → 171 (+3)
1.28% more ownership
Funds ownership: 104.04% → 105.33% (+1.3%)
3% more capital invested
Capital invested by funds: $1,000M → $1.03B (+$33.7M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.2M |
| 2 |
TSS
Two Sigma Securities
New York
|
+$7.74M |
| 3 |
PA
Paracle Advisors
Mercer Island,
Washington
|
+$3.27M |
| 4 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
+$3.26M |
| 5 |
VF
Virtu Financial
New York
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$15.6M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$8.42M |
| 3 |
Bank of New York Mellon
New York
|
-$4.13M |
| 4 |
PV
Private Vista
Chicago,
Illinois
|
-$2.84M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$1.32M |
DLN Hedge Fund Activity: Q3 2017 in Review
171 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q3 2017, worth a combined $1.03B — up 3.4% from $1,000M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DLN positions and 9 closed out — a net gain of 5 holders — while 50 added to existing stakes and 52 trimmed.
The largest buyer was Ameriprise, adding an estimated $13.2M. The largest seller was Morgan Stanley, cutting an estimated $15.6M.
- 171 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q3 2017, up from 168 in Q2 2017.
- Funds reported $1.03B of WisdomTree US LargeCap Dividend Fund stock for Q3 2017, up 3.4% quarter-over-quarter.
- 14 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q3 2017 and 9 closed out, a net change of +5 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q3 2017 was Ameriprise, an estimated $13.2M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q3 2017 was Morgan Stanley, an estimated $15.6M sold.
Based on aggregated 13F filings for Q3 2017.