WisdomTree US Total Dividend Fund
103 hedge funds and large institutions have $217M invested in WisdomTree US Total Dividend Fund in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
13% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 23
11% more funds holding
Funds holding: 93 → 103 (+10)
0% less capital invested
Capital invested by funds: $218M → $217M (-$651K)
3.73% less ownership
Funds ownership: 68.06% → 64.32% (-3.7%)
31% less call options, than puts
Call options by funds: $21.7M | Put options by funds: $31.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$39M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.79M |
| 3 |
Jane Street
New York
|
+$1.69M |
| 4 |
Goldman Sachs
New York
|
+$874K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$488K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$36.3M |
| 2 |
Bank of New York Mellon
New York
|
-$9.56M |
| 3 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$2.52M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.34M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$502K |
DTD Hedge Fund Activity: Q2 2019 in Review
103 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2019, worth a combined $217M — down 0.3% from $218M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DTD positions and 3 closed out — a net gain of 12 holders — while 26 added to existing stakes and 23 trimmed.
The largest buyer was Connecticut Wealth Management, opening a new position worth an estimated $39M. The largest seller was LPL Financial, cutting an estimated $36.3M.
- 103 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2019, up from 93 in Q1 2019.
- Funds reported $217M of WisdomTree US Total Dividend Fund stock for Q2 2019, down 0.3% quarter-over-quarter.
- 15 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2019 and 3 closed out, a net change of +12 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q2 2019 was Connecticut Wealth Management, an estimated $39M added.
- The largest WisdomTree US Total Dividend Fund seller in Q2 2019 was LPL Financial, an estimated $36.3M sold.
Based on aggregated 13F filings for Q2 2019.