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WisdomTree US Total Dividend Fund
DTD

90 hedge funds and large institutions have $210M invested in WisdomTree US Total Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

14% more funds holding

Funds holding: 79 → 90 (+11)

12% more capital invested

Capital invested by funds: $187M → $210M (+$22.1M)

3.43% more ownership

Funds ownership: 61.9% → 65.33% (+3.4%)

26% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 27

92% less call options, than puts

Call options by funds: $1.44M | Put options by funds: $18.4M

Holders
90
Holders Change
+11
Holders Change %
+13.92%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
20
Reduced
27
Closed
6
Calls
$1.44M
Puts
$18.4M
Net Calls
-$17M
Net Calls Change
-$59.2M

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.22M
2
Jane Street
Jane Street
New York
+$3.82M
3
Goldman Sachs
Goldman Sachs
New York
+$3.29M
4
LPL Financial
LPL Financial
California
+$3.05M
5
CIC
Cutler Investment Counsel
Oregon
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.43M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.94M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.75M
4
ICOA
Investment Centers of America
North Dakota
-$1.68M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
26
Financial Advocates Investment Management
Washington
$1.17M +$1.14M +25,252 New
SCG
27
Sonata Capital Group
Washington
$872K -$81.4K -1,800 -9%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$756K -$1.75M -38,654 -70%
Ameriprise
29
Ameriprise
Minnesota
$753K +$1.18K +26 +0.2%
RJA
30
Raymond James & Associates
Florida
$718K -$222K -4,910 -24%
AG
31
Advisor Group
Arizona
$665K +$47.1K +1,042 +8%
SMFS
32
Squar Milner Financial Services
California
$640K +$598K +13,216 New
IFWM
33
Institute for Wealth Management
Colorado
$629K +$609K +13,462 New
APA
34
American Portfolios Advisors
New York
$568K +$553K +12,222 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$550K -$1.94M -42,928 -78%
GCA
36
Gradient Capital Advisors
California
$545K +$530K +11,724 New
TCM
37
Tradition Capital Management
New Jersey
$538K +$13.1K +290 +3%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$482K -$181 -4 -0%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$434K +$53.5K +1,184 +15%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$434K +$379K +8,386 +883%
Stifel Financial
41
Stifel Financial
Missouri
$425K -$14.4K -318 -3%
BAM
42
Belpointe Asset Management
Nevada
$399K +$69K +1,526 +22%
BOS
43
Bingham Osborn & Scarborough
California
$350K +$340K +7,524 New
WIC
44
Willis Investment Counsel
Georgia
$330K -$7.69K -170 -2%
LI
45
LVZ Inc
Michigan
$310K -$24.7K -546 -8%
BFPW
46
BOK Financial Private Wealth
Colorado
$253K – – –
TTWM
47
TCV Trust & Wealth Management
Virginia
$244K -$4.52K -100 -2%
CW
48
Cobiz Wealth
Colorado
$244K – – –
BFA
49
Benedict Financial Advisors
Georgia
$236K -$3.08K -68 -1%
CAN
50
Cetera Advisor Networks
California
$236K – – –
1
2
3 4

DTD Hedge Fund Activity: Q4 2017 in Review

90 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2017, worth a combined $210M — up 12% from $187M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DTD positions and 6 closed out — a net gain of 11 holders — while 20 added to existing stakes and 27 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $5.22M. The largest seller was Wells Fargo, cutting an estimated $4.43M.

  • 90 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2017, up from 79 in Q3 2017.
  • Funds reported $210M of WisdomTree US Total Dividend Fund stock for Q4 2017, up 12% quarter-over-quarter.
  • 17 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2017 and 6 closed out, a net change of +11 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q4 2017 was Bank of New York Mellon, an estimated $5.22M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q4 2017 was Wells Fargo, an estimated $4.43M sold.

Based on aggregated 13F filings for Q4 2017.