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WisdomTree US Total Dividend Fund
DTD

90 hedge funds and large institutions have $210M invested in WisdomTree US Total Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

14% more funds holding

Funds holding: 79 → 90 (+11)

12% more capital invested

Capital invested by funds: $187M → $210M (+$22.1M)

3.43% more ownership

Funds ownership: 61.9% → 65.33% (+3.4%)

26% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 27

92% less call options, than puts

Call options by funds: $1.44M | Put options by funds: $18.4M

Holders
90
Holders Change
+11
Holders Change %
+13.92%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
20
Reduced
27
Closed
6
Calls
$1.44M
Puts
$18.4M
Net Calls
-$17M
Net Calls Change
-$59.2M

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.22M
2
Jane Street
Jane Street
New York
+$3.82M
3
Goldman Sachs
Goldman Sachs
New York
+$3.29M
4
LPL Financial
LPL Financial
California
+$3.05M
5
CIC
Cutler Investment Counsel
Oregon
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.43M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.94M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.75M
4
ICOA
Investment Centers of America
North Dakota
-$1.68M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
76
Alpha Omega Wealth Management
Virginia
$30K – – –
JCM
77
Jacobi Capital Management
Pennsylvania
$30K +$28.6K +632 New
WCAMG
78
Woodard & Company Asset Management Group
North Carolina
$25K +$24.6K +544 New
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$19K – – –
BFEC
80
Benjamin F. Edwards & Company
Missouri
$19K – – –
SPIA
81
Steward Partners Investment Advisory
New York
$18K – – –
MSFP
82
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
TIM
83
Tortoise Investment Management
New York
$14K – – –
BBPWM
84
Blue Bell Private Wealth Management
Pennsylvania
$11K -$9.04K -200 -45%
SIS
85
Sound Income Strategies
Florida
$11K +$10.6K +234 New
AIM
86
Anchor Investment Management
South Carolina
$9.48K +$9.22K +204 New
CPIG
87
Chicago Partners Investment Group
Illinois
$9K – – –
JFA
88
JNBA Financial Advisors
Minnesota
$7K – – –
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
ICOA
90
Investment Centers of America
North Dakota
– -$1.68M -38,222 Closed
MIAN
91
Mariner Independent Advisor Network
Kansas
– -$1.51M -34,398 Closed
Comerica Bank
92
Comerica Bank
Texas
– -$366K -8,242 Closed
PAG
93
Private Advisor Group
New Jersey
– -$342K -7,724 Closed
BF
94
BOK Financial
Oklahoma
– -$111K -2,528 Closed
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
– -$2K -50 Closed
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DTD Hedge Fund Activity: Q4 2017 in Review

90 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2017, worth a combined $210M — up 12% from $187M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DTD positions and 6 closed out — a net gain of 11 holders — while 20 added to existing stakes and 27 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $5.22M. The largest seller was Wells Fargo, cutting an estimated $4.43M.

  • 90 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2017, up from 79 in Q3 2017.
  • Funds reported $210M of WisdomTree US Total Dividend Fund stock for Q4 2017, up 12% quarter-over-quarter.
  • 17 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2017 and 6 closed out, a net change of +11 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q4 2017 was Bank of New York Mellon, an estimated $5.22M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q4 2017 was Wells Fargo, an estimated $4.43M sold.

Based on aggregated 13F filings for Q4 2017.