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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
FTUS
51
Flow Traders U.S.
New York
$504K +$504K +10,724 New
IFWM
52
Institute for Wealth Management
Colorado
$501K – – –
APW
53
Aurora Private Wealth
New Jersey
$420K +$3.29K +70 +0.8%
BP
54
Ballentine Partners
Massachusetts
$406K – – –
BAM
55
Belpointe Asset Management
Nevada
$396K – – –
MIM
56
Moseley Investment Management
Florida
$386K – – –
RJA
57
Raymond James & Associates
Florida
$379K – – –
EP
58
EPIQ Partners
Minnesota
$378K -$56.4K -1,200 -13%
GCA
59
Gradient Capital Advisors
California
$375K – – –
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$371K – – –
JP Morgan Chase
61
JP Morgan Chase
New York
$352K – – –
Baird Financial Group
62
Baird Financial Group
Wisconsin
$328K – – –
APA
63
American Portfolios Advisors
New York
$327K -$38.4K -816 -10%
FLPIM
64
F.L. Putnam Investment Management
Massachusetts
$322K – – –
SWP
65
Stratos Wealth Partners
Ohio
$321K +$321K +6,826 New
QCM
66
Quest Capital Management
Texas
$319K – – –
WIC
67
Willis Investment Counsel
Georgia
$308K -$3.29K -70 -1%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$299K +$67.6K +1,438 +29%
JWCA
69
J.W. Cole Advisors
Florida
$296K +$296K +6,296 New
HIM
70
Hotaling Investment Management
Pennsylvania
$276K – – –
CAM
71
Crestone Asset Management
Colorado
$261K +$50.1K +1,064 +24%
NFG
72
Next Financial Group
Texas
$256K +$4.99K +106 +2%
ECM
73
ETrade Capital Management
Virginia
$241K +$11K +234 +5%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$239K – – –
RIG
75
Roosevelt Investment Group
New York
$226K +$226K +4,814 New
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.