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WisdomTree US Total Dividend Fund
DTD

125 hedge funds and large institutions have $268M invested in WisdomTree US Total Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

241% more call options, than puts

Call options by funds: $75.8M | Put options by funds: $22.2M

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

18% more funds holding

Funds holding: 106 → 125 (+19)

11% more capital invested

Capital invested by funds: $242M → $268M (+$26.7M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.78% less ownership

Funds ownership: 69.36% → 66.57% (-2.8%)

Holders
125
Holders Change
+19
Holders Change %
+17.92%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
35
Reduced
26
Closed
6
Calls
$75.8M
Puts
$22.2M
Net Calls
+$53.6M
Net Calls Change
+$12.9M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.08M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.74M
3
EW
Evoke Wealth
California
+$2.66M
4
Jane Street
Jane Street
New York
+$2.65M
5
LPL Financial
LPL Financial
California
+$2.39M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.98M
2
Citadel Advisors
Citadel Advisors
Florida
-$900K
3
LC
LCNB Corp
Ohio
-$532K
4
CCA
Clearwater Capital Advisors
Illinois
-$404K
5
CWM
Connecticut Wealth Management
Connecticut
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
51
Gradient Capital Advisors
California
$484K – – –
CA
52
Cetera Advisors
Colorado
$479K +$461K +9,068 New
Ameriprise
53
Ameriprise
Minnesota
$470K -$101K -1,994 -18%
BP
54
Ballentine Partners
Massachusetts
$456K – – –
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$453K +$28.4K +558 +7%
BAM
56
Belpointe Asset Management
Nevada
$445K -$1.02K -20 -0.2%
MIM
57
Moseley Investment Management
Florida
$434K – – –
JIC
58
Joel Isaacson & Co
New York
$422K +$407K +8,000 New
APA
59
American Portfolios Advisors
New York
$411K – – –
FLPIM
60
F.L. Putnam Investment Management
Massachusetts
$375K – – –
Baird Financial Group
61
Baird Financial Group
Wisconsin
$368K -$1.73K -34 -0.5%
QCM
62
Quest Capital Management
Texas
$359K – – –
CAC
63
Certified Advisory Corp
Florida
$355K +$814 +16 +0.2%
LWAC
64
Laurel Wealth Advisors (California)
California
$351K +$96.2K +1,890 +40%
WIC
65
Willis Investment Counsel
Georgia
$350K -$9.67K -190 -3%
VCP
66
Verus Capital Partners
Arizona
$340K +$328K +6,446 New
DAS
67
Dynamic Advisor Solutions
Arizona
$333K -$22.3K -438 -6%
BFPW
68
BOK Financial Private Wealth
Colorado
$321K +$309K +6,076 New
IC
69
Intersect Capital
California
$315K -$16.7K -328 -5%
HIM
70
Hotaling Investment Management
Pennsylvania
$310K – – –
TRCT
71
Tower Research Capital (TRC)
New York
$304K +$24.5K +482 +9%
NFG
72
Next Financial Group
Texas
$278K +$61.1K +1,200 +30%
ACM
73
AlphaStar Capital Management
North Carolina
$274K -$14.1K -278 -5%
PA
74
Parallel Advisors
California
$264K – – –
NA
75
NewEdge Advisors
Louisiana
$263K +$254K +4,992 New
1 2
3
4 5

DTD Hedge Fund Activity: Q4 2019 in Review

125 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2019, worth a combined $268M — up 11% from $242M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DTD positions and 6 closed out — a net gain of 20 holders — while 35 added to existing stakes and 26 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $3.08M. The largest seller was Goldman Sachs, cutting an estimated $3.98M.

  • 125 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2019, up from 106 in Q3 2019.
  • Funds reported $268M of WisdomTree US Total Dividend Fund stock for Q4 2019, up 11% quarter-over-quarter.
  • 26 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2019 and 6 closed out, a net change of +20 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q4 2019 was Envestnet Asset Management, an estimated $3.08M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q4 2019 was Goldman Sachs, an estimated $3.98M sold.

Based on aggregated 13F filings for Q4 2019.