We are live on ! Find out more
DTD icon

WisdomTree US Total Dividend Fund
DTD

61 hedge funds and large institutions have $288M invested in WisdomTree US Total Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

43% more capital invested

Capital invested by funds: $201M → $288M (+$87.1M)

33.68% more ownership

Funds ownership: 78.26% → 111.94% (+34%)

11% more funds holding

Funds holding: 55 → 61 (+6)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

92% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $313M

Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
14
Increased
24
Reduced
12
Closed
7
Calls
$25.6M
Puts
$313M
Net Calls
-$288M
Net Calls Change
-$78.8M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.39M
2
Bank of America
Bank of America
North Carolina
+$6.51M
3
Wells Fargo
Wells Fargo
California
+$2.34M
4
Jane Street
Jane Street
New York
+$2.19M
5
SG Americas Securities
SG Americas Securities
New York
+$1.6M

Top Sellers

Rank Fund Capital Flow
1
DWA
Dorsey Wright & Associates
California
-$23M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.59M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$868K
4
Goldman Sachs
Goldman Sachs
New York
-$313K
5
JWA
JFS Wealth Advisors
Pennsylvania
-$288K
Name Holding Trade Value Shares
Change 		Change in
Stake
GW
26
GW & Wade
Massachusetts
$1.22M -$11.8K -322 -1%
ALA
27
Atherton Lane Advisers
California
$916K -$20.1K -550 -2%
Ameriprise
28
Ameriprise
Minnesota
$823K +$101K +2,766 +14%
Citadel Advisors
29
Citadel Advisors
Florida
$762K +$745K +20,396 New
SCG
30
Sonata Capital Group
Washington
$752K +$735K +20,120 New
Franklin Resources
31
Franklin Resources
California
$671K -$37.2K -1,020 -5%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$639K -$868K -23,764 -58%
Stifel Financial
33
Stifel Financial
Missouri
$541K – – –
CW
34
Cobiz Wealth
Colorado
$404K -$15.8K -432 -4%
FAAS
35
First Allied Advisory Services
California
$377K +$123K +3,374 +50%
WFG
36
Windsor Financial Group
Minnesota
$352K – – –
JPTCCM
37
J.P. Turner & Co Capital Management
Georgia
$347K +$339K +9,298 New
CAN
38
Cetera Advisor Networks
California
$333K +$61K +1,670 +23%
CA
39
Cetera Advisors
Colorado
$319K – – –
BFA
40
Benedict Financial Advisors
Georgia
$308K +$301K +8,254 New
SPC
41
Sigma Planning Corp
Michigan
$293K +$286K +7,840 New
William Blair & Company
42
William Blair & Company
Illinois
$284K -$7.3K -200 -3%
HighTower Advisors
43
HighTower Advisors
Illinois
$241K – – –
TTWM
44
TCV Trust & Wealth Management
Virginia
$239K – – –
AIG
45
American International Group
New York
$228K +$4.45K +122 +2%
CIC
46
Cutler Investment Counsel
Oregon
$225K +$12.1K +332 +6%
BRWM
47
B. Riley Wealth Management
Tennessee
$173K – – –
US Bancorp
48
US Bancorp
Minnesota
$142K – – –
Deutsche Bank
49
Deutsche Bank
Germany
$137K -$43.7K -1,196 -25%
WA
50
WFG Advisors
Texas
$80K +$219 +6 +0.3%
1
2
3

DTD Hedge Fund Activity: Q4 2014 in Review

61 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2014, worth a combined $288M — up 43% from $201M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DTD positions and 7 closed out — a net gain of 7 holders — while 24 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.39M. The largest seller was Dorsey Wright & Associates, cutting an estimated $23M.

  • 61 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2014, up from 55 in Q3 2014.
  • Funds reported $288M of WisdomTree US Total Dividend Fund stock for Q4 2014, up 43% quarter-over-quarter.
  • 14 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2014 and 7 closed out, a net change of +7 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q4 2014 was Morgan Stanley, an estimated $9.39M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q4 2014 was Dorsey Wright & Associates, an estimated $23M sold.

Based on aggregated 13F filings for Q4 2014.