WisdomTree US Total Dividend Fund
65 hedge funds and large institutions have $158M invested in WisdomTree US Total Dividend Fund in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 9 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 23
3% less funds holding
Funds holding: 67 → 65 (-2)
12.06% less ownership
Funds ownership: 120.12% → 108.06% (-12%)
20% less capital invested
Capital invested by funds: $199M → $158M (-$40.6M)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
91% less call options, than puts
Call options by funds: $39.6M | Put options by funds: $429M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$2.62M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.58M |
| 3 |
Comerica Bank
Dallas,
Texas
|
+$2.35M |
| 4 |
Morgan Stanley
New York
|
+$2.17M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AH
Achievement Holdings
Chicago,
Illinois
|
-$23.9M |
| 2 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$23.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$10.7M |
| 4 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$9.5M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.25M |
DTD Hedge Fund Activity: Q2 2015 in Review
65 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2015, worth a combined $158M — down 20% from $199M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of DTD and 7 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 25 added.
The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $2.62M. The largest seller was Achievement Holdings, cutting an estimated $23.9M.
- 65 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2015, down from 67 in Q1 2015.
- Funds reported $158M of WisdomTree US Total Dividend Fund stock for Q2 2015, down 20% quarter-over-quarter.
- 7 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2015 and 9 closed out, a net change of -2 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q2 2015 was JP Morgan Private Wealth Advisors, an estimated $2.62M added.
- The largest WisdomTree US Total Dividend Fund seller in Q2 2015 was Achievement Holdings, an estimated $23.9M sold.
Based on aggregated 13F filings for Q2 2015.