WisdomTree US Total Dividend Fund
65 hedge funds and large institutions have $143M invested in WisdomTree US Total Dividend Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 26 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
4% less funds holding
Funds holding: 68 → 65 (-3)
9.67% less ownership
Funds ownership: 65.81% → 56.13% (-9.7%)
12% less capital invested
Capital invested by funds: $162M → $143M (-$18.8M)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
38% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 26
40% less call options, than puts
Call options by funds: $31.7M | Put options by funds: $52.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
+$2.41M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.34M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.16M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.01M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$497K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$20.1M |
| 2 |
WIM
Waverton Investment Management
London,
United Kingdom
|
-$4.88M |
| 3 |
Bank of New York Mellon
New York
|
-$4.76M |
| 4 |
Morgan Stanley
New York
|
-$1.4M |
| 5 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$1.27M |
DTD Hedge Fund Activity: Q2 2016 in Review
65 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2016, worth a combined $143M — down 12% from $162M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of DTD and 7 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 16 added.
The largest buyer was William Blair & Company, adding an estimated $2.41M. The largest seller was LPL Financial, cutting an estimated $20.1M.
- 65 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2016, down from 68 in Q1 2016.
- Funds reported $143M of WisdomTree US Total Dividend Fund stock for Q2 2016, down 12% quarter-over-quarter.
- 7 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2016 and 9 closed out, a net change of -2 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q2 2016 was William Blair & Company, an estimated $2.41M added.
- The largest WisdomTree US Total Dividend Fund seller in Q2 2016 was LPL Financial, an estimated $20.1M sold.
Based on aggregated 13F filings for Q2 2016.