WisdomTree US LargeCap Dividend Fund
239 hedge funds and large institutions have $1.38B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 47 reducing their positions, and 9 closing their positions.
356% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 9
62% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 47
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
13% more funds holding
Funds holding: 212 → 239 (+27)
12% more capital invested
Capital invested by funds: $1.23B → $1.38B (+$153M)
2.51% more ownership
Funds ownership: 112.02% → 114.53% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$10.3M |
| 2 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$6.94M |
| 3 |
Morgan Stanley
New York
|
+$6.12M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.37M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCPWM
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
-$6.66M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.18M |
| 3 |
PV
Private Vista
Chicago,
Illinois
|
-$2.47M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$2.08M |
| 5 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$2.01M |
DLN Hedge Fund Activity: Q4 2019 in Review
239 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q4 2019, worth a combined $1.38B — up 12% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new DLN positions and 9 closed out — a net gain of 32 holders — while 76 added to existing stakes and 47 trimmed.
The largest buyer was Truist Financial, adding an estimated $10.3M. The largest seller was Traverso Chambers Private Wealth Management, cutting an estimated $6.66M.
- 239 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q4 2019, up from 212 in Q3 2019.
- Funds reported $1.38B of WisdomTree US LargeCap Dividend Fund stock for Q4 2019, up 12% quarter-over-quarter.
- 41 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q4 2019 and 9 closed out, a net change of +32 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q4 2019 was Truist Financial, an estimated $10.3M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q4 2019 was Traverso Chambers Private Wealth Management, an estimated $6.66M sold.
Based on aggregated 13F filings for Q4 2019.