WisdomTree US LargeCap Dividend Fund
218 hedge funds and large institutions have $1.29B invested in WisdomTree US LargeCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 19 closing their positions.
100% more call options, than puts
Call options by funds: $873K | Put options by funds: $437K
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
3% more capital invested
Capital invested by funds: $1.25B → $1.29B (+$36.7M)
2% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 66
1% less funds holding
Funds holding: 220 → 218 (-2)
1.13% less ownership
Funds ownership: 114.27% → 113.14% (-1.1%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$18.5M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.37M |
| 3 |
Bank of New York Mellon
New York
|
+$4.91M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$3.45M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$27.2M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
-$8.26M |
| 3 |
Jane Street
New York
|
-$5.47M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$4.11M |
| 5 |
Morgan Stanley
New York
|
-$3.6M |
DLN Hedge Fund Activity: Q3 2020 in Review
218 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Dividend Fund (DLN) for Q3 2020, worth a combined $1.29B — up 2.9% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new DLN positions and 19 closed out — a net gain of 2 holders — while 67 added to existing stakes and 66 trimmed.
The largest buyer was LPL Financial, adding an estimated $18.5M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $27.2M sold.
- 218 institutional investors held WisdomTree US LargeCap Dividend Fund (DLN) as of Q3 2020, down from 220 in Q2 2020.
- Funds reported $1.29B of WisdomTree US LargeCap Dividend Fund stock for Q3 2020, up 2.9% quarter-over-quarter.
- 21 funds opened new WisdomTree US LargeCap Dividend Fund positions in Q3 2020 and 19 closed out, a net change of +2 holders.
- The largest WisdomTree US LargeCap Dividend Fund buyer in Q3 2020 was LPL Financial, an estimated $18.5M added.
- The largest WisdomTree US LargeCap Dividend Fund seller in Q3 2020 was RiverFront Investment Group, an estimated $27.2M sold.
Based on aggregated 13F filings for Q3 2020.