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WisdomTree US LargeCap Dividend Fund

228 hedge funds and large institutions have $1.1B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more call options, than puts

Call options by funds: $396K | Put options by funds: $355K

6.67% more ownership

Funds ownership: 114.58%121.25% (+6.7%)

8% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 65

4% less funds holding

Funds holding: 238228 (-10)

19% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 32

20% less capital invested

Capital invested by funds: $1.38B → $1.1B (-$277M)

Holders
228
Holders Change
-10
Holders Change %
-4.2%
% of All Funds
5.02%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
26
Increased
70
Reduced
65
Closed
32
Calls
$396K
Puts
$355K
Net Calls
+$41K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$183M +$2.89M +59,094 +1%
Morgan Stanley
2
Morgan Stanley
New York
$117M +$36.6M +746,434 +35%
Bank of America
3
Bank of America
North Carolina
$98.3M +$46.3M +946,024 +64%
GW
4
GW & Wade
Massachusetts
$58.2M -$7.78M -158,814 -10%
EWM
5
Evercore Wealth Management
New York
$39.1M -$335K -6,836 -0.7%
Creative Planning
6
Creative Planning
Kansas
$36.8M +$18.7M +381,184 +72%
UBS Group
7
UBS Group
Switzerland
$36.6M +$9.19M +187,644 +26%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$35.6M +$12.9M +263,530 +43%
Ameriprise
9
Ameriprise
Minnesota
$28M +$7.57M +154,556 +29%
RIG
10
RiverFront Investment Group
Virginia
$23.2M -$57.4M -1,172,308 -67%
SWP
11
Stratos Wealth Partners
Ohio
$22.7M +$575K +11,740 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$22M +$1.67M +34,142 +7%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$21.2M -$807K -16,476 -3%
Goldman Sachs
14
Goldman Sachs
New York
$17.2M -$3.59M -73,306 -15%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$16.9M +$14.1M +288,796 +223%
LPL Financial
16
LPL Financial
California
$16.7M -$12.2M -248,808 -38%
RCIM
17
Red Cedar Investment Management
Michigan
$14.8M -$1.2M -24,556 -6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$14.2M +$1.13M +23,070 +7%
RJA
19
Raymond James & Associates
Florida
$14.2M -$18.2M -371,358 -51%
Wells Fargo
20
Wells Fargo
California
$13.9M -$3.49M -71,210 -17%
SPIA
21
Steward Partners Investment Advisory
New York
$13.8M -$59.6K -1,216 -0.4%
CI
22
CX Institutional
Indiana
$13.4M +$9.39M +191,828 +137%
PV
23
Private Vista
Illinois
$11.1M -$2.24M -45,830 -14%
MHS
24
M Holdings Securities
Oregon
$10.3M +$7.82M +159,668 +167%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$9.56M -$783K -15,990 -6%

DLN Hedge Fund Activity: Q1 2020 in Review

228 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q1 2020, worth a combined $1.1B — down 20% from $1.38B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of DLN and 26 opened new positions — a net loss of 6 holders — while 65 trimmed existing stakes and 70 added.

The largest buyer was Bank of America, adding an estimated $46.3M. The largest seller was RiverFront Investment Group, cutting an estimated $57.4M.

  • 228 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q1 2020, down from 238 in Q4 2019.
  • Funds reported $1.1B of WisdomTree US LargeCap Dividend Fund stock for Q1 2020, down 20% quarter-over-quarter.
  • 26 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q1 2020 and 32 closed out, a net change of -6 holders.
  • The largest WisdomTree US LargeCap Dividend Fund buyer in Q1 2020 was Bank of America, an estimated $46.3M added.
  • The largest WisdomTree US LargeCap Dividend Fund seller in Q1 2020 was RiverFront Investment Group, an estimated $57.4M sold.

Based on aggregated 13F filings for Q1 2020.