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WisdomTree US LargeCap Dividend Fund

191 hedge funds and large institutions have $1.11B invested in WisdomTree US LargeCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

12% more funds holding

Funds holding: 171191 (+20)

8% more capital invested

Capital invested by funds: $1.03B → $1.11B (+$77.9M)

3.14% more ownership

Funds ownership: 105.33%108.47% (+3.1%)

16% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 55

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
191
Holders Change
+20
Holders Change %
+11.7%
% of All Funds
4.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
34
Increased
46
Reduced
55
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$231M -$7.19M -160,490 -3%
Morgan Stanley
2
Morgan Stanley
New York
$127M -$4.34M -96,822 -3%
RIG
3
RiverFront Investment Group
Virginia
$96.3M +$314K +7,010 +0.3%
Bank of America
4
Bank of America
North Carolina
$59.7M +$781K +17,426 +1%
PV
5
Private Vista
Illinois
$38.9M -$4.51M -100,550 -11%
EWM
6
Evercore Wealth Management
New York
$38.7M -$393K -8,762 -1%
Wells Fargo
7
Wells Fargo
California
$34.3M +$285K +6,354 +0.9%
GW
8
GW & Wade
Massachusetts
$30.7M +$1.1M +24,504 +4%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$28.3M -$343K -7,644 -1%
Goldman Sachs
10
Goldman Sachs
New York
$26.9M +$1.66M +37,000 +7%
SWP
11
Stratos Wealth Partners
Ohio
$26.9M +$127K +2,826 +0.5%
RJA
12
Raymond James & Associates
Florida
$26.5M +$853K +19,032 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$24.2M -$1.03M -23,016 -4%
UBS Group
14
UBS Group
Switzerland
$21M +$54.1K +1,206 +0.3%
DDPOM
15
Delta Dental Plan of Michigan
Michigan
$17.5M +$17.6M +393,236 New
Ameriprise
16
Ameriprise
Minnesota
$16.5M +$1.27M +28,318 +9%
LPL Financial
17
LPL Financial
California
$13.7M +$273K +6,084 +2%
CCA
18
Clearwater Capital Advisors
Illinois
$12.3M +$50.8K +1,134 +0.4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11.6M +$217K +4,840 +2%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$11.1M +$275K +6,130 +3%
Creative Planning
21
Creative Planning
Kansas
$11.1M -$115K -2,572 -1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$9.12M -$119K -2,646 -1%
BTS
23
BB&T Securities
Virginia
$8.15M -$581K -12,962 -7%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$8.13M +$53.2K +1,186 +0.7%
VF
25
Virtu Financial
New York
$7.13M -$560K -12,488 -7%

DLN Hedge Fund Activity: Q4 2017 in Review

191 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2017, worth a combined $1.11B — up 7.5% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DLN positions and 14 closed out — a net gain of 20 holders — while 46 added to existing stakes and 55 trimmed.

The largest buyer was Guidant Wealth Advisors, adding an estimated $7.45M. The largest seller was Two Sigma Securities, exiting entirely with an estimated $7.89M sold.

  • 191 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2017, up from 171 in Q3 2017.
  • Funds reported $1.11B of WisdomTree US LargeCap Dividend Fund stock for Q4 2017, up 7.5% quarter-over-quarter.
  • 34 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2017 and 14 closed out, a net change of +20 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2017 was Guidant Wealth Advisors, an estimated $7.45M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2017 was Two Sigma Securities, an estimated $7.89M sold.

Based on aggregated 13F filings for Q4 2017.