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WisdomTree US Total Dividend Fund
DTD

97 hedge funds and large institutions have $196M invested in WisdomTree US Total Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

10% more capital invested

Capital invested by funds: $178M → $196M (+$18.5M)

7% more funds holding

Funds holding: 91 → 97 (+6)

3.33% more ownership

Funds ownership: 60.4% → 63.73% (+3.3%)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

9% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $12.5M

Holders
97
Holders Change
+6
Holders Change %
+6.59%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
24
Closed
7
Calls
$11.4M
Puts
$12.5M
Net Calls
-$1.17M
Net Calls Change
-$4.83M

Top Buyers

Rank Fund Capital Flow
1
SFS
Sowell Financial Services
Arkansas
+$4.67M
2
Jane Street
Jane Street
New York
+$4.05M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$1.63M
4
LC
LCNB Corp
Ohio
+$1.45M
5
EWM
Evercore Wealth Management
New York
+$896K

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.45M
2
CA
Clearstead Advisors
Ohio
-$890K
3
CCA
Clearwater Capital Advisors
Illinois
-$357K
4
FAIM
Financial Advocates Investment Management
Washington
-$283K
5
SFWA
Summit Financial Wealth Advisors
Louisiana
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$255K -$67.9K -1,432 -21%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$251K – – –
TTWM
53
TCV Trust & Wealth Management
Virginia
$247K – – –
PA
54
Parallel Advisors
California
$240K – – –
RFC
55
Regions Financial Corp
Alabama
$230K – – –
BFPW
56
BOK Financial Private Wealth
Colorado
$218K – – –
CW
57
Cobiz Wealth
Colorado
$217K – – –
BFA
58
Benedict Financial Advisors
Georgia
$215K -$4.08K -86 -2%
GWM
59
Geneos Wealth Management
Colorado
$196K – – –
US Bancorp
60
US Bancorp
Minnesota
$182K – – –
TPWA
61
TRUE Private Wealth Advisors
Oregon
$182K +$179K +3,786 New
ASN
62
Advisory Services Network
Georgia
$150K – – –
S
63
SignatureFD
Georgia
$135K +$104K +2,186 +353%
FANJ
64
Financial Architects (New Jersey)
New Jersey
$134K – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$123K -$5.12K -108 -4%
SEIA
66
Signature Estate & Investment Advisors
California
$105K -$10.7K -226 -9%
FHA
67
Flagship Harbor Advisors
Massachusetts
$100K +$379 +8 +0.4%
IGGA
68
Iron Gate Global Advisors
Utah
$95K – – –
CAC
69
Certified Advisory Corp
Florida
$87K +$379 +8 +0.4%
PCM
70
Peak Capital Management
Colorado
$83K -$93.2K -1,966 -52%
SWP
71
Stratos Wealth Partners
Ohio
$83K +$82.4K +1,738 New
TF
72
Tompkins Financial
New York
$77K -$4.74K -100 -6%
BlackRock
73
BlackRock
New York
$72K – – –
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$71K +$70K +1,476 New
SIAS
75
Shine Investment Advisory Services
Colorado
$67K – – –
1 2
3
4 5

DTD Hedge Fund Activity: Q3 2018 in Review

97 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2018, worth a combined $196M — up 10% from $178M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DTD positions and 7 closed out — a net gain of 6 holders — while 25 added to existing stakes and 24 trimmed.

The largest buyer was Sowell Financial Services, opening a new position worth an estimated $4.67M. The largest seller was Bank of New York Mellon, cutting an estimated $3.45M.

  • 97 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2018, up from 91 in Q2 2018.
  • Funds reported $196M of WisdomTree US Total Dividend Fund stock for Q3 2018, up 10% quarter-over-quarter.
  • 13 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2018 and 7 closed out, a net change of +6 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q3 2018 was Sowell Financial Services, an estimated $4.67M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q3 2018 was Bank of New York Mellon, an estimated $3.45M sold.

Based on aggregated 13F filings for Q3 2018.