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WisdomTree US Total Dividend Fund
DTD

111 hedge funds and large institutions have $260M invested in WisdomTree US Total Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

843% more call options, than puts

Call options by funds: $138M | Put options by funds: $14.6M

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

13% more capital invested

Capital invested by funds: $230M → $260M (+$29.6M)

4.92% more ownership

Funds ownership: 66.12% → 71.04% (+4.9%)

0% more funds holding

Funds holding: 111 → 111 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
111
Holders Change
–
Holders Change %
0%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
31
Reduced
27
Closed
11
Calls
$138M
Puts
$14.6M
Net Calls
+$123M
Net Calls Change
+$126M

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.33M
2
SMG
Smart Money Group
Texas
+$5.77M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.1M
4
LPL Financial
LPL Financial
California
+$2.77M
5
RC
RegentAtlantic Capital
New Jersey
+$1.76M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.46M
2
Morgan Stanley
Morgan Stanley
New York
-$2.24M
3
CWM
Connecticut Wealth Management
Connecticut
-$1.83M
4
CA
Clearstead Advisors
Ohio
-$1.08M
5
1WA
180 Wealth Advisors
Washington
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$1.8M +$1.16M +24,684 +182%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.79M +$26.3K +560 +1%
RC
28
RegentAtlantic Capital
New Jersey
$1.76M +$1.76M +37,424 New
MIAN
29
Mariner Independent Advisor Network
Kansas
$1.74M +$84.8K +1,802 +5%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.37M +$656K +13,944 +92%
William Blair & Company
31
William Blair & Company
Illinois
$1.26M -$110K -2,330 -8%
KCM
32
Kendall Capital Management
Maryland
$1.21M – – –
CCA
33
Clearwater Capital Advisors
Illinois
$1.2M -$8.19K -174 -0.7%
Stifel Financial
34
Stifel Financial
Missouri
$1.12M +$195K +4,148 +21%
JWA
35
JFS Wealth Advisors
Pennsylvania
$1.06M +$1.13K +24 +0.1%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.04M +$148K +3,148 +17%
PAG
37
Private Advisor Group
New Jersey
$1.02M +$131K +2,784 +15%
GW
38
GW & Wade
Massachusetts
$1.01M +$94 +2 +0%
LC
39
LCNB Corp
Ohio
$1.01M -$37.2K -790 -4%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$955K -$4.42K -94 -0.5%
EWM
41
Evercore Wealth Management
New York
$888K – – –
SCG
42
Sonata Capital Group
Washington
$876K – – –
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$838K +$2.73K +58 +0.3%
TRCT
44
Tower Research Capital (TRC)
New York
$786K -$444K -9,440 -36%
CAN
45
Cetera Advisor Networks
California
$721K -$1.32K -28 -0.2%
FAAS
46
First Allied Advisory Services
California
$718K -$76.2K -1,620 -10%
CAGAS
47
Capital Advisory Group Advisory Services
Minnesota
$700K +$5.64K +120 +0.8%
HB
48
Homrich & Berg
Georgia
$655K – – –
CSPIA
49
Cary Street Partners Investment Advisory
Virginia
$550K +$551K +11,704 New
CA
50
Cetera Advisors
Colorado
$512K +$45.3K +964 +10%
1
2
3 4 5

DTD Hedge Fund Activity: Q3 2020 in Review

111 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2020, worth a combined $260M — up 13% from $230M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DTD positions and 11 closed out — a net gain of 2 holders — while 31 added to existing stakes and 27 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $8.33M. The largest seller was UBS Group, cutting an estimated $2.46M.

  • 111 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $260M of WisdomTree US Total Dividend Fund stock for Q3 2020, up 13% quarter-over-quarter.
  • 13 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2020 and 11 closed out, a net change of +2 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q3 2020 was Royal Bank of Canada, an estimated $8.33M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q3 2020 was UBS Group, an estimated $2.46M sold.

Based on aggregated 13F filings for Q3 2020.