WisdomTree US Total Dividend Fund
111 hedge funds and large institutions have $230M invested in WisdomTree US Total Dividend Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 15 closing their positions.
4% more capital invested
Capital invested by funds: $220M → $230M (+$9.81M)
4% less funds holding
Funds holding: 116 → 111 (-5)
16.81% less ownership
Funds ownership: 82.93% → 66.12% (-17%)
23% less call options, than puts
Call options by funds: $10.7M | Put options by funds: $13.9M
25% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 32
27% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 15
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.18M |
| 2 |
1WA
180 Wealth Advisors
Federal Way,
Washington
|
+$4.41M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$2.11M |
| 4 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
+$1.18M |
| 5 |
SMG
Smart Money Group
Eastland,
Texas
|
+$910K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$44.6M |
| 2 |
Bank of New York Mellon
New York
|
-$8.5M |
| 3 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$5.86M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.06M |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$4.72M |
DTD Hedge Fund Activity: Q2 2020 in Review
111 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2020, worth a combined $230M — up 4.5% from $220M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of DTD and 11 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 24 added.
The largest buyer was LPL Financial, adding an estimated $6.18M. The largest seller was Osaic Holdings, cutting an estimated $44.6M.
- 111 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2020, down from 116 in Q1 2020.
- Funds reported $230M of WisdomTree US Total Dividend Fund stock for Q2 2020, up 4.5% quarter-over-quarter.
- 11 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2020 and 15 closed out, a net change of -4 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q2 2020 was LPL Financial, an estimated $6.18M added.
- The largest WisdomTree US Total Dividend Fund seller in Q2 2020 was Osaic Holdings, an estimated $44.6M sold.
Based on aggregated 13F filings for Q2 2020.