WisdomTree US Total Dividend Fund
39 hedge funds and large institutions have $100M invested in WisdomTree US Total Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
15% more call options, than puts
Call options by funds: $73.9M | Put options by funds: $64.5M
3% more capital invested
Capital invested by funds: $97.3M → $100M (+$2.72M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.24% less ownership
Funds ownership: 59.52% → 55.28% (-4.2%)
11% less funds holding
Funds holding: 44 → 39 (-5)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.21M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.18M |
| 3 |
LPL Financial
San Diego,
California
|
+$556K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$548K |
| 5 |
Morgan Stanley
New York
|
+$467K |
Top Sellers
| 1 |
APU
Alpine Partners USVI
St. Thomas,
U.S. Virgin Islands
|
-$4.1M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.88M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$1.01M |
| 4 |
Bank of New York Mellon
New York
|
-$311K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$266K |
DTD Hedge Fund Activity: Q3 2013 in Review
39 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2013, worth a combined $100M — up 2.8% from $97.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of DTD and 1 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 18 added.
The largest buyer was Bank of America, adding an estimated $4.21M. The largest seller was Alpine Partners USVI, exiting entirely with an estimated $4.1M sold.
- 39 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2013, down from 44 in Q2 2013.
- Funds reported $100M of WisdomTree US Total Dividend Fund stock for Q3 2013, up 2.8% quarter-over-quarter.
- 1 fund opened new WisdomTree US Total Dividend Fund positions in Q3 2013 and 5 closed out, a net change of -4 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q3 2013 was Bank of America, an estimated $4.21M added.
- The largest WisdomTree US Total Dividend Fund seller in Q3 2013 was Alpine Partners USVI, an estimated $4.1M sold.
Based on aggregated 13F filings for Q3 2013.