WisdomTree US Total Dividend Fund
61 hedge funds and large institutions have $288M invested in WisdomTree US Total Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
100% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 12
43% more capital invested
Capital invested by funds: $201M → $288M (+$87.1M)
33.68% more ownership
Funds ownership: 78.26% → 111.94% (+34%)
11% more funds holding
Funds holding: 55 → 61 (+6)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
92% less call options, than puts
Call options by funds: $25.6M | Put options by funds: $313M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.39M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.51M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.34M |
| 4 |
Jane Street
New York
|
+$2.19M |
| 5 |
SG Americas Securities
New York
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$23M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.59M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$868K |
| 4 |
Goldman Sachs
New York
|
-$313K |
| 5 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$288K |
DTD Hedge Fund Activity: Q4 2014 in Review
61 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2014, worth a combined $288M — up 43% from $201M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DTD positions and 7 closed out — a net gain of 7 holders — while 24 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.39M. The largest seller was Dorsey Wright & Associates, cutting an estimated $23M.
- 61 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2014, up from 55 in Q3 2014.
- Funds reported $288M of WisdomTree US Total Dividend Fund stock for Q4 2014, up 43% quarter-over-quarter.
- 14 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2014 and 7 closed out, a net change of +7 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q4 2014 was Morgan Stanley, an estimated $9.39M added.
- The largest WisdomTree US Total Dividend Fund seller in Q4 2014 was Dorsey Wright & Associates, an estimated $23M sold.
Based on aggregated 13F filings for Q4 2014.