WisdomTree US Total Dividend Fund
106 hedge funds and large institutions have $242M invested in WisdomTree US Total Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 8 closing their positions.
117% more call options, than puts
Call options by funds: $75.5M | Put options by funds: $34.8M
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
33% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 27
11% more capital invested
Capital invested by funds: $217M → $242M (+$24.7M)
5.03% more ownership
Funds ownership: 64.32% → 69.36% (+5%)
3% more funds holding
Funds holding: 103 → 106 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$15.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.69M |
| 3 |
Morgan Stanley
New York
|
+$2.67M |
| 4 |
Goldman Sachs
New York
|
+$1.74M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$688K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.33M |
| 2 |
Jane Street
New York
|
-$1.71M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$359K |
| 4 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$291K |
| 5 |
TTWM
TCV Trust & Wealth Management
Richmond,
Virginia
|
-$240K |
DTD Hedge Fund Activity: Q3 2019 in Review
106 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2019, worth a combined $242M — up 11% from $217M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DTD positions and 8 closed out — a net gain of 3 holders — while 36 added to existing stakes and 27 trimmed.
The largest buyer was Rehmann Capital Advisory Group, opening a new position worth an estimated $15.1M. The largest seller was Citadel Advisors, cutting an estimated $2.33M.
- 106 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2019, up from 103 in Q2 2019.
- Funds reported $242M of WisdomTree US Total Dividend Fund stock for Q3 2019, up 11% quarter-over-quarter.
- 11 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2019 and 8 closed out, a net change of +3 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q3 2019 was Rehmann Capital Advisory Group, an estimated $15.1M added.
- The largest WisdomTree US Total Dividend Fund seller in Q3 2019 was Citadel Advisors, an estimated $2.33M sold.
Based on aggregated 13F filings for Q3 2019.