WisdomTree US LargeCap Dividend Fund
220 hedge funds and large institutions have $1.25B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 29 closing their positions.
14% more capital invested
Capital invested by funds: $1.1B → $1.25B (+$149M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
3% less funds holding
Funds holding: 227 → 220 (-7)
6.98% less ownership
Funds ownership: 121.25% → 114.27% (-7%)
14% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 29
14% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$16.1M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$7.2M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$7.04M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$4.52M |
| 5 |
Jane Street
New York
|
+$4.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCIM
Red Cedar Investment Management
Grand Rapids,
Michigan
|
-$14.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$14.3M |
| 3 |
Bank of New York Mellon
New York
|
-$10.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.1M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$5.34M |
DLN Hedge Fund Activity: Q2 2020 in Review
220 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q2 2020, worth a combined $1.25B — up 14% from $1.1B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of DLN and 25 opened new positions — a net loss of 4 holders — while 70 trimmed existing stakes and 60 added.
The largest buyer was LPL Financial, adding an estimated $16.1M. The largest seller was Red Cedar Investment Management, exiting entirely with an estimated $14.8M sold.
- 220 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q2 2020, down from 227 in Q1 2020.
- Funds reported $1.25B of WisdomTree US LargeCap Dividend Fund stock for Q2 2020, up 14% quarter-over-quarter.
- 25 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q2 2020 and 29 closed out, a net change of -4 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q2 2020 was LPL Financial, an estimated $16.1M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q2 2020 was Red Cedar Investment Management, an estimated $14.8M sold.
Based on aggregated 13F filings for Q2 2020.