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WisdomTree US Total Dividend Fund
DTD

125 hedge funds and large institutions have $268M invested in WisdomTree US Total Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

241% more call options, than puts

Call options by funds: $75.8M | Put options by funds: $22.2M

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

18% more funds holding

Funds holding: 106 → 125 (+19)

11% more capital invested

Capital invested by funds: $242M → $268M (+$26.7M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.78% less ownership

Funds ownership: 69.36% → 66.57% (-2.8%)

Holders
125
Holders Change
+19
Holders Change %
+17.92%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
35
Reduced
26
Closed
6
Calls
$75.8M
Puts
$22.2M
Net Calls
+$53.6M
Net Calls Change
+$12.9M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.08M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.74M
3
EW
Evoke Wealth
California
+$2.66M
4
Jane Street
Jane Street
New York
+$2.65M
5
LPL Financial
LPL Financial
California
+$2.39M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.98M
2
Citadel Advisors
Citadel Advisors
Florida
-$900K
3
LC
LCNB Corp
Ohio
-$532K
4
CCA
Clearwater Capital Advisors
Illinois
-$404K
5
CWM
Connecticut Wealth Management
Connecticut
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$255K -$41.5K -816 -14%
RFC
77
Regions Financial Corp
Alabama
$253K – – –
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$251K – – –
Creative Planning
79
Creative Planning
Kansas
$245K +$237K +4,650 New
ECM
80
ETrade Capital Management
Virginia
$242K +$1.73K +34 +0.7%
BOS
81
Bingham Osborn & Scarborough
California
$218K – – –
GWM
82
Geneos Wealth Management
Colorado
$216K – – –
FHC
83
First Heartland Consultants
Missouri
$212K +$204K +4,018 New
FVWA
84
Foster Victor Wealth Advisors
South Carolina
$208K +$200K +3,940 New
SS
85
Sunbelt Securities
Texas
$204K +$197K +3,862 New
TPWA
86
TRUE Private Wealth Advisors
Oregon
$199K +$193K +3,786 New
ASN
87
Advisory Services Network
Georgia
$165K – – –
ACA
88
Aptus Capital Advisors
Alabama
$152K +$147K +2,888 New
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$135K – – –
IA
90
IFP Advisors
Florida
$118K -$73.4K -1,442 -39%
FHA
91
Flagship Harbor Advisors
Massachusetts
$111K +$407 +8 +0.4%
SBSB
92
Sullivan, Bruyette, Speros & Blaney
Virginia
$106K +$102K +2,000 New
US Bancorp
93
US Bancorp
Minnesota
$100K – – –
S
94
SignatureFD
Georgia
$100K +$63.3K +1,244 +193%
SCA
95
Stonebridge Capital Advisors
Minnesota
$95K – – –
Fidelity Investments
96
Fidelity Investments
Massachusetts
$85K -$102 -2 -0.1%
TF
97
Tompkins Financial
New York
$78K – – –
CFGS
98
Concourse Financial Group Securities
Alabama
$76K +$73.3K +1,440 New
SIAS
99
Shine Investment Advisory Services
Colorado
$74K – – –
Citigroup
100
Citigroup
New York
$61K +$3.15K +62 +6%
2 3
4
5 6

DTD Hedge Fund Activity: Q4 2019 in Review

125 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2019, worth a combined $268M — up 11% from $242M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DTD positions and 6 closed out — a net gain of 20 holders — while 35 added to existing stakes and 26 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $3.08M. The largest seller was Goldman Sachs, cutting an estimated $3.98M.

  • 125 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2019, up from 106 in Q3 2019.
  • Funds reported $268M of WisdomTree US Total Dividend Fund stock for Q4 2019, up 11% quarter-over-quarter.
  • 26 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2019 and 6 closed out, a net change of +20 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q4 2019 was Envestnet Asset Management, an estimated $3.08M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q4 2019 was Goldman Sachs, an estimated $3.98M sold.

Based on aggregated 13F filings for Q4 2019.