WisdomTree US LargeCap Dividend Fund
190 hedge funds and large institutions have $1.03B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 68 reducing their positions, and 11 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
2% less capital invested
Capital invested by funds: $1.05B → $1.03B (-$19.9M)
1.36% less ownership
Funds ownership: 108.35% → 106.99% (-1.4%)
2% less funds holding
Funds holding: 193 → 190 (-3)
40% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 68
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $522K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Sarasin & Partners
London,
United Kingdom
|
+$6.21M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.32M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.18M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$1.96M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$12.1M |
| 2 |
VF
Virtu Financial
New York
|
-$6.51M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$6.47M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$5.53M |
| 5 |
Morgan Stanley
New York
|
-$5.11M |
DLN Hedge Fund Activity: Q2 2018 in Review
190 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2018, worth a combined $1.03B — down 1.9% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DLN positions and 11 closed out — a net gain of 2 holders — while 41 added to existing stakes and 68 trimmed.
The largest buyer was Sarasin & Partners, opening a new position worth an estimated $6.21M. The largest seller was Wells Fargo, cutting an estimated $12.1M.
- 190 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2018, down from 193 in Q1 2018.
- Funds reported $1.03B of WisdomTree US LargeCap Dividend Fund stock for Q2 2018, down 1.9% quarter-over-quarter.
- 13 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2018 and 11 closed out, a net change of +2 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2018 was Sarasin & Partners, an estimated $6.21M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2018 was Wells Fargo, an estimated $12.1M sold.
Based on aggregated 13F filings for Q2 2018.