WisdomTree US Total Dividend Fund
38 hedge funds and large institutions have $99.9M invested in WisdomTree US Total Dividend Fund in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.
1,359% more call options, than puts
Call options by funds: $93M | Put options by funds: $6.37M
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0% less capital invested
Capital invested by funds: $100M → $99.9M (-$142K)
3% less funds holding
Funds holding: 39 → 38 (-1)
4.28% less ownership
Funds ownership: 55.28% → 51% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$1.82M |
| 2 |
Bank of New York Mellon
New York
|
+$1.16M |
| 3 |
Goldman Sachs
New York
|
+$432K |
| 4 |
ICAS
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
+$425K |
| 5 |
FVCM
F&V Capital Management
Boca Raton,
Florida
|
+$284K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.69M |
| 2 |
Morgan Stanley
New York
|
-$2.51M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1M |
| 4 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$573K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$485K |
DTD Hedge Fund Activity: Q4 2013 in Review
38 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2013, worth a combined $99.9M — down 0.14% from $100M a quarter earlier.
Fund positioning in DTD was balanced in Q4 2013: 4 funds opened new positions, 4 closed out, 15 added to existing stakes and 13 trimmed.
The largest buyer was UBS, adding an estimated $1.82M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $6.69M sold.
- 38 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2013, down from 39 in Q3 2013.
- Funds reported $99.9M of WisdomTree US Total Dividend Fund stock for Q4 2013, down 0.14% quarter-over-quarter.
- 4 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2013 and 4 closed out, a net change of 0 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q4 2013 was UBS, an estimated $1.82M added.
- The largest WisdomTree US Total Dividend Fund seller in Q4 2013 was Susquehanna International Group, an estimated $6.69M sold.
Based on aggregated 13F filings for Q4 2013.