WisdomTree US Total Dividend Fund
128 hedge funds and large institutions have $272M invested in WisdomTree US Total Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
5% more capital invested
Capital invested by funds: $259M → $272M (+$13.2M)
4% more funds holding
Funds holding: 123 → 128 (+5)
2.3% more ownership
Funds ownership: 62.84% → 65.14% (+2.3%)
23% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 39
88% less call options, than puts
Call options by funds: $386K | Put options by funds: $3.13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$10.4M |
| 2 |
Bank of New York Mellon
New York
|
+$5.39M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.49M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.34M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$30.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.22M |
| 3 |
T
TRUADVICE
Sarasota,
Florida
|
-$3.62M |
| 4 |
Jane Street
New York
|
-$3.35M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.04M |
DTD Hedge Fund Activity: Q1 2021 in Review
128 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2021, worth a combined $272M — up 5.1% from $259M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DTD positions and 8 closed out — a net gain of 7 holders — while 30 added to existing stakes and 39 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $10.4M. The largest seller was Connecticut Wealth Management, exiting entirely with an estimated $30.4M sold.
- 128 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2021, up from 123 in Q4 2020.
- Funds reported $272M of WisdomTree US Total Dividend Fund stock for Q1 2021, up 5.1% quarter-over-quarter.
- 15 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2021 and 8 closed out, a net change of +7 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q1 2021 was HighTower Advisors, an estimated $10.4M added.
- The largest WisdomTree US Total Dividend Fund seller in Q1 2021 was Connecticut Wealth Management, an estimated $30.4M sold.
Based on aggregated 13F filings for Q1 2021.