WisdomTree US LargeCap Dividend Fund
212 hedge funds and large institutions have $1.23B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 8 closing their positions.
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
7% more funds holding
Funds holding: 199 → 212 (+13)
5% more capital invested
Capital invested by funds: $1.17B → $1.23B (+$54.8M)
0.24% more ownership
Funds ownership: 111.79% → 112.02% (+0.24%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Evercore Wealth Management
New York
|
+$13.5M |
| 2 |
Bank of New York Mellon
New York
|
+$6.94M |
| 3 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
+$4.39M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$4.26M |
| 5 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$3.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$7.05M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.56M |
| 3 |
Jane Street
New York
|
-$3.17M |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
-$2.84M |
| 5 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$1.79M |
DLN Hedge Fund Activity: Q3 2019 in Review
212 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q3 2019, worth a combined $1.23B — up 4.7% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new DLN positions and 8 closed out — a net gain of 13 holders — while 58 added to existing stakes and 58 trimmed.
The largest buyer was Evercore Wealth Management, adding an estimated $13.5M. The largest seller was PNC Financial Services Group, cutting an estimated $7.05M.
- 212 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q3 2019, up from 199 in Q2 2019.
- Funds reported $1.23B of WisdomTree US LargeCap Dividend Fund stock for Q3 2019, up 4.7% quarter-over-quarter.
- 21 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q3 2019 and 8 closed out, a net change of +13 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q3 2019 was Evercore Wealth Management, an estimated $13.5M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q3 2019 was PNC Financial Services Group, an estimated $7.05M sold.
Based on aggregated 13F filings for Q3 2019.