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WisdomTree US LargeCap Dividend Fund
DLN

191 hedge funds and large institutions have $1.06B invested in WisdomTree US LargeCap Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

3% more capital invested

Capital invested by funds: $1.03B → $1.06B (+$34.8M)

0% more funds holding

Funds holding: 191 → 191 (0)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

1.42% less ownership

Funds ownership: 107.32% → 105.9% (-1.4%)

26% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 62

Holders
191
Holders Change
–
Holders Change %
0%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
12
Increased
46
Reduced
62
Closed
11
Calls
$229K
Puts
–
Net Calls
+$229K
Net Calls Change
+$751K

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$7.55M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.19M
3
DADC
D.A. Davidson & Co
Montana
+$2.42M
4
SKK
Shepherd Kaplan Krochuk
Massachusetts
+$2.4M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$1.49M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$8.05M
2
PV
Private Vista
Illinois
-$5.9M
3
SWP
Stratos Wealth Partners
Ohio
-$4.26M
4
Morgan Stanley
Morgan Stanley
New York
-$4.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$3.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$227M -$3.78M -80,542 -2%
Morgan Stanley
2
Morgan Stanley
New York
$117M -$4.1M -87,490 -3%
RIG
3
RiverFront Investment Group
Virginia
$93.3M -$894K -19,056 -1%
Bank of America
4
Bank of America
North Carolina
$54.6M -$44.7K -954 -0.1%
GW
5
GW & Wade
Massachusetts
$35M +$544K +11,600 +2%
EWM
6
Evercore Wealth Management
New York
$31.3M -$2.66M -56,772 -8%
PV
7
Private Vista
Illinois
$28.1M -$5.9M -125,724 -18%
RJA
8
Raymond James & Associates
Florida
$25.7M -$141K -3,002 -0.6%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$25.5M -$3.23M -68,770 -11%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$23.3M -$843K -17,964 -4%
SWP
11
Stratos Wealth Partners
Ohio
$23.1M -$4.26M -90,756 -16%
UBS Group
12
UBS Group
Switzerland
$22.7M +$1.02M +21,804 +5%
Goldman Sachs
13
Goldman Sachs
New York
$20M -$2.82M -60,048 -13%
RCIM
14
Red Cedar Investment Management
Michigan
$19.2M +$18.9M +402,404 New
Ameriprise
15
Ameriprise
Minnesota
$18.7M +$290K +6,178 +2%
Creative Planning
16
Creative Planning
Kansas
$15.9M -$252K -5,364 -2%
Wells Fargo
17
Wells Fargo
California
$15.4M -$8.05M -171,722 -35%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$15.3M +$1.44M +30,702 +11%
LPL Financial
19
LPL Financial
California
$14.8M +$174K +3,708 +1%
CCA
20
Clearwater Capital Advisors
Illinois
$13.9M -$47.5K -1,012 -0.3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$12.8M +$1.4M +29,846 +13%
SPIA
22
Steward Partners Investment Advisory
New York
$10.5M +$7.55M +160,934 +272%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$8.48M +$101K +2,150 +1%
BTS
24
BB&T Securities
Virginia
$8.45M +$131K +2,798 +2%
LYV
25
Live Your Vision
Pennsylvania
$7.39M +$66K +1,408 +0.9%
1
2 3 4 5

DLN Hedge Fund Activity: Q3 2018 in Review

191 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q3 2018, worth a combined $1.06B — up 3.4% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DLN positions and 11 closed out — a net gain of 1 holder — while 46 added to existing stakes and 62 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $7.55M. The largest seller was Wells Fargo, cutting an estimated $8.05M.

  • 191 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $1.06B of WisdomTree US LargeCap Dividend Fund stock for Q3 2018, up 3.4% quarter-over-quarter.
  • 12 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q3 2018 and 11 closed out, a net change of +1 holder.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q3 2018 was Steward Partners Investment Advisory, an estimated $7.55M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q3 2018 was Wells Fargo, an estimated $8.05M sold.

Based on aggregated 13F filings for Q3 2018.