WisdomTree US Total Dividend Fund
95 hedge funds and large institutions have $184M invested in WisdomTree US Total Dividend Fund in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 15 closing their positions.
1.28% more ownership
Funds ownership: 63.73% → 65.01% (+1.3%)
4% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 25
2% less funds holding
Funds holding: 97 → 95 (-2)
6% less capital invested
Capital invested by funds: $196M → $184M (-$12.6M)
13% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 15
26% less call options, than puts
Call options by funds: $9.35M | Put options by funds: $12.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$5.67M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.38M |
| 3 |
Goldman Sachs
New York
|
+$1.94M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.73M |
| 5 |
LPL Financial
San Diego,
California
|
+$611K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.7M |
| 2 |
Jane Street
New York
|
-$1.46M |
| 3 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
-$702K |
| 4 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$445K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$361K |
DTD Hedge Fund Activity: Q4 2018 in Review
95 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2018, worth a combined $184M — down 6.4% from $196M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of DTD and 13 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 26 added.
The largest buyer was Bank of New York Mellon, adding an estimated $5.67M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $1.7M sold.
- 95 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2018, down from 97 in Q3 2018.
- Funds reported $184M of WisdomTree US Total Dividend Fund stock for Q4 2018, down 6.4% quarter-over-quarter.
- 13 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2018 and 15 closed out, a net change of -2 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q4 2018 was Bank of New York Mellon, an estimated $5.67M added.
- The largest WisdomTree US Total Dividend Fund seller in Q4 2018 was Sowell Financial Services, an estimated $1.7M sold.
Based on aggregated 13F filings for Q4 2018.