WisdomTree US Total Dividend Fund
79 hedge funds and large institutions have $187M invested in WisdomTree US Total Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 11 closing their positions.
3,904% more call options, than puts
Call options by funds: $43.3M | Put options by funds: $1.08M
1% more capital invested
Capital invested by funds: $185M → $187M (+$2.58M)
0% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 23
1.1% less ownership
Funds ownership: 63.01% → 61.9% (-1.1%)
6% less funds holding
Funds holding: 84 → 79 (-5)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.84M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.76M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$989K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$750K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$446K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.62M |
| 2 |
Bank of New York Mellon
New York
|
-$2.44M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.53M |
| 4 |
Morgan Stanley
New York
|
-$692K |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
-$539K |
DTD Hedge Fund Activity: Q3 2017 in Review
79 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2017, worth a combined $187M — up 1.4% from $185M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of DTD and 8 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 23 added.
The largest buyer was LPL Financial, adding an estimated $1.84M. The largest seller was Jane Street, cutting an estimated $2.62M.
- 79 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2017, down from 84 in Q2 2017.
- Funds reported $187M of WisdomTree US Total Dividend Fund stock for Q3 2017, up 1.4% quarter-over-quarter.
- 8 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2017 and 11 closed out, a net change of -3 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q3 2017 was LPL Financial, an estimated $1.84M added.
- The largest WisdomTree US Total Dividend Fund seller in Q3 2017 was Jane Street, an estimated $2.62M sold.
Based on aggregated 13F filings for Q3 2017.