WisdomTree US Total Dividend Fund
72 hedge funds and large institutions have $159M invested in WisdomTree US Total Dividend Fund in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
11% more capital invested
Capital invested by funds: $143M → $159M (+$15.4M)
11% more funds holding
Funds holding: 65 → 72 (+7)
3.73% more ownership
Funds ownership: 56.13% → 59.86% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
13% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 24
22% less call options, than puts
Call options by funds: $22.3M | Put options by funds: $28.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Waverton Investment Management
London,
United Kingdom
|
+$9.16M |
| 2 |
Goldman Sachs
New York
|
+$4.17M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$3.23M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.75M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$2.75M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.16M |
| 3 |
Morgan Stanley
New York
|
-$2.13M |
| 4 |
Bank of New York Mellon
New York
|
-$774K |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
-$171K |
DTD Hedge Fund Activity: Q3 2016 in Review
72 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2016, worth a combined $159M — up 11% from $143M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DTD positions and 3 closed out — a net gain of 9 holders — while 21 added to existing stakes and 24 trimmed.
The largest buyer was Waverton Investment Management, opening a new position worth an estimated $9.16M. The largest seller was JFS Wealth Advisors, cutting an estimated $2.75M.
- 72 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2016, up from 65 in Q2 2016.
- Funds reported $159M of WisdomTree US Total Dividend Fund stock for Q3 2016, up 11% quarter-over-quarter.
- 12 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2016 and 3 closed out, a net change of +9 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q3 2016 was Waverton Investment Management, an estimated $9.16M added.
- The largest WisdomTree US Total Dividend Fund seller in Q3 2016 was JFS Wealth Advisors, an estimated $2.75M sold.
Based on aggregated 13F filings for Q3 2016.