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WisdomTree US Total Dividend Fund
DTD

79 hedge funds and large institutions have $187M invested in WisdomTree US Total Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,904% more call options, than puts

Call options by funds: $43.3M | Put options by funds: $1.08M

1% more capital invested

Capital invested by funds: $185M → $187M (+$2.58M)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

1.1% less ownership

Funds ownership: 63.01% → 61.9% (-1.1%)

6% less funds holding

Funds holding: 84 → 79 (-5)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
23
Closed
11
Calls
$43.3M
Puts
$1.08M
Net Calls
+$42.2M
Net Calls Change
+$40.2M

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.84M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.76M
3
Bank of America
Bank of America
North Carolina
+$989K
4
UBS Group
UBS Group
Switzerland
+$750K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$446K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.62M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.44M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.53M
4
Morgan Stanley
Morgan Stanley
New York
-$692K
5
CWM
Concert Wealth Management
California
-$539K
Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
76
JNBA Financial Advisors
Minnesota
$6K – – –
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$2K +$2.15K +50 New
CWM
79
Concert Wealth Management
California
– -$539K -12,620 Closed
IFWM
80
Institute for Wealth Management
Colorado
– -$480K -11,348 Closed
FAAS
81
First Allied Advisory Services
California
– -$243K -5,676 Closed
SFG
82
StrategIQ Financial Group
Indiana
– -$233K -5,472 Closed
DADC
83
D.A. Davidson & Co
Montana
– -$38K -900 Closed
SF
84
Synovus Financial
Georgia
– -$26K -600 Closed
YWP
85
YorkBridge Wealth Partners
New York
– -$26K -600 Closed
SEI Investments
86
SEI Investments
Pennsylvania
– -$25K -582 Closed
NFG
87
Next Financial Group
Texas
– -$19K -458 Closed
NA
88
NewEdge Advisors
Louisiana
– -$12.3K -290 Closed
TRCT
89
Tower Research Capital (TRC)
New York
– -$6K -148 Closed
1 2 3
4

DTD Hedge Fund Activity: Q3 2017 in Review

79 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2017, worth a combined $187M — up 1.4% from $185M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DTD and 8 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 23 added.

The largest buyer was LPL Financial, adding an estimated $1.84M. The largest seller was Jane Street, cutting an estimated $2.62M.

  • 79 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2017, down from 84 in Q2 2017.
  • Funds reported $187M of WisdomTree US Total Dividend Fund stock for Q3 2017, up 1.4% quarter-over-quarter.
  • 8 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2017 and 11 closed out, a net change of -3 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q3 2017 was LPL Financial, an estimated $1.84M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q3 2017 was Jane Street, an estimated $2.62M sold.

Based on aggregated 13F filings for Q3 2017.