WisdomTree US Total Dividend Fund
80 hedge funds and large institutions have $173M invested in WisdomTree US Total Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 8 closing their positions.
1,307% more call options, than puts
Call options by funds: $167M | Put options by funds: $11.9M
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
11% more funds holding
Funds holding: 72 → 80 (+8)
9% more capital invested
Capital invested by funds: $159M → $173M (+$14.1M)
2.65% more ownership
Funds ownership: 59.86% → 62.51% (+2.7%)
22% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 27
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$6.49M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.84M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.64M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.14M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Waverton Investment Management
London,
United Kingdom
|
-$9.13M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$3.23M |
| 3 |
Morgan Stanley
New York
|
-$2.59M |
| 4 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$2.55M |
| 5 |
Goldman Sachs
New York
|
-$648K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFA
76
JNBA Financial Advisors
Bloomington,
Minnesota
| $6K | +$5.66K | +144 | New |
|
|
PMFA
77
Plante Moran Financial Advisors
Southfield,
Michigan
| $2K | +$1.81K | +46 | New |
|
78
Creative Planning
Overland Park,
Kansas
| $1K | +$786 | +20 | New |
|
|
WIM
79
Waverton Investment Management
London,
United Kingdom
| – | -$9.13M | -233,802 | Closed |
|
|
VKH
80
Virtu KCG Holdings
New York
| – | -$3.23M | -82,564 | Closed |
|
|
WIC
81
Willis Investment Counsel
Gainesville,
Georgia
| – | -$331K | -8,482 | Closed |
|
|
FAAS
82
First Allied Advisory Services
San Diego,
California
| – | -$245K | -6,270 | Closed |
|
|
ACM
83
Argentus Capital Management
Dallas,
Texas
| – | -$87K | -2,226 | Closed |
|
|
RCG
84
Ruggie Capital Group
Tavares,
Florida
| – | -$58K | -1,476 | Closed |
|
|
GWA
85
Guidant Wealth Advisors
Palatine,
Illinois
| – | -$14K | -370 | Closed |
|
|
TRCT
86
Tower Research Capital (TRC)
New York
| – | -$7.24K | -184 | -96% |
|
|
FNBT
87
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$2K | -62 | Closed |
|
DTD Hedge Fund Activity: Q4 2016 in Review
80 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2016, worth a combined $173M — up 8.9% from $159M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new DTD positions and 8 closed out — a net gain of 8 holders — while 21 added to existing stakes and 27 trimmed.
The largest buyer was Jane Street, adding an estimated $6.49M. The largest seller was Waverton Investment Management, exiting entirely with an estimated $9.13M sold.
- 80 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2016, up from 72 in Q3 2016.
- Funds reported $173M of WisdomTree US Total Dividend Fund stock for Q4 2016, up 8.9% quarter-over-quarter.
- 16 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2016 and 8 closed out, a net change of +8 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q4 2016 was Jane Street, an estimated $6.49M added.
- The largest WisdomTree US Total Dividend Fund seller in Q4 2016 was Waverton Investment Management, an estimated $9.13M sold.
Based on aggregated 13F filings for Q4 2016.