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WisdomTree US Total Dividend Fund
DTD

44 hedge funds and large institutions have $97.3M invested in WisdomTree US Total Dividend Fund in 2013 Q2 according to their latest regulatory filings, with 44 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

732% more call options, than puts

Call options by funds: $16.3M | Put options by funds: $1.96M

59.52% more ownership

Funds ownership: 0% → 59.52% (+60%)

Holders
44
Holders Change
+44
Holders Change %
–
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
–
Reduced
–
Closed
–
Calls
$16.3M
Puts
$1.96M
Net Calls
+$14.3M
Net Calls Change
+$14.3M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
26
Bradley Foster & Sargent
Connecticut
$321K +$323K +10,630 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$299K +$300K +9,902 New
William Blair & Company
28
William Blair & Company
Illinois
$274K +$276K +9,100 New
WFG
29
Windsor Financial Group
Minnesota
$232K +$233K +7,690 New
TTWM
30
TCV Trust & Wealth Management
Virginia
$223K +$225K +7,400 New
US Bancorp
31
US Bancorp
Minnesota
$220K +$222K +7,300 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$219K +$220K +7,244 New
CA
33
Cetera Advisors
Colorado
$202K +$204K +6,734 New
WA
34
WFG Advisors
Texas
$146K +$147K +4,828 New
AIG
35
American International Group
New York
$134K +$134K +4,430 New
Deutsche Bank
36
Deutsche Bank
Germany
$102K +$103K +3,402 New
ECAM
37
East Coast Asset Management
Massachusetts
$40K +$40.1K +1,320 New
MFS
38
MSI Financial Services
Massachusetts
$36K +$35.9K +1,184 New
Jones Financial Companies
39
Jones Financial Companies
Missouri
$33K +$33.3K +1,096 New
Creative Planning
40
Creative Planning
Kansas
$25K +$24.9K +820 New
FANJ
41
Financial Architects (New Jersey)
New Jersey
$24K +$24.3K +800 New
T
42
Thomaspartners
Massachusetts
$19K +$16.2K +534 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.61K +86 New
HCM
44
Horrell Capital Management
Arkansas
$2K +$2.43K +80 New
1
2

DTD Hedge Fund Activity: Q2 2013 in Review

44 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2013, worth a combined $97.3M.

Buyers outnumbered sellers: 44 funds opened new DTD positions and 0 closed out — a net gain of 44 holders — while 0 added to existing stakes and 0 trimmed.

  • 44 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $97.3M of WisdomTree US Total Dividend Fund stock for Q2 2013.
  • 44 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2013 and 0 closed out, a net change of +44 holders.

Based on aggregated 13F filings for Q2 2013.