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WisdomTree US Total Dividend Fund
DTD

111 hedge funds and large institutions have $260M invested in WisdomTree US Total Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

843% more call options, than puts

Call options by funds: $138M | Put options by funds: $14.6M

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

13% more capital invested

Capital invested by funds: $230M → $260M (+$29.6M)

4.92% more ownership

Funds ownership: 66.12% → 71.04% (+4.9%)

0% more funds holding

Funds holding: 111 → 111 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
111
Holders Change
–
Holders Change %
0%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
31
Reduced
27
Closed
11
Calls
$138M
Puts
$14.6M
Net Calls
+$123M
Net Calls Change
+$126M

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.33M
2
SMG
Smart Money Group
Texas
+$5.77M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.1M
4
LPL Financial
LPL Financial
California
+$2.77M
5
RC
RegentAtlantic Capital
New Jersey
+$1.76M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.46M
2
Morgan Stanley
Morgan Stanley
New York
-$2.24M
3
CWM
Connecticut Wealth Management
Connecticut
-$1.83M
4
CA
Clearstead Advisors
Ohio
-$1.08M
5
1WA
180 Wealth Advisors
Washington
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
76
Regions Financial Corp
Alabama
$225K – – –
PA
77
Parallel Advisors
California
$223K -$12.2K -260 -5%
RCAG
78
Rehmann Capital Advisory Group
Michigan
$218K +$218K +4,644 New
PFGIA
79
Patriot Financial Group Insurance Agency
Massachusetts
$204K -$33.7K -716 -14%
EH
80
Equitable Holdings
New York
$201K -$10.9K -232 -5%
GWM
81
Geneos Wealth Management
Colorado
$189K – – –
TPWA
82
TRUE Private Wealth Advisors
Oregon
$177K – – –
AA
83
AlphaMark Advisors
Kentucky
$160K +$160K +3,410 New
ASN
84
Advisory Services Network
Georgia
$147K +$147K +3,130 New
BFG
85
Baron Financial Group
New Jersey
$132K +$132K +2,800 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$121K – – –
CA
87
Clearstead Advisors
Ohio
$120K -$1.08M -23,050 -90%
IA
88
IFP Advisors
Florida
$104K – – –
CFGS
89
Concourse Financial Group Securities
Alabama
$68K – – –
TF
90
Tompkins Financial
New York
$61K -$8.47K -180 -12%
FHA
91
Flagship Harbor Advisors
Massachusetts
$50K +$282 +6 +0.6%
AA
92
Ancora Advisors
Ohio
$41K – – –
SFS
93
Sowell Financial Services
Arkansas
$41K – – –
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$40K – – –
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.5K – – –
IWP
96
IAG Wealth Partners
Wisconsin
$35K – – –
JCM
97
Jacobi Capital Management
Pennsylvania
$32K +$188 +4 +0.6%
1IA
98
1834 Investment Advisors
Wisconsin
$30K – – –
CFO
99
CVA Family Office
Colorado
$24K +$94 +2 +0.4%
AIC
100
Archer Investment Corporation
Indiana
$23.5K – – –
1 2 3
4
5

DTD Hedge Fund Activity: Q3 2020 in Review

111 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2020, worth a combined $260M — up 13% from $230M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DTD positions and 11 closed out — a net gain of 2 holders — while 31 added to existing stakes and 27 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $8.33M. The largest seller was UBS Group, cutting an estimated $2.46M.

  • 111 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $260M of WisdomTree US Total Dividend Fund stock for Q3 2020, up 13% quarter-over-quarter.
  • 13 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2020 and 11 closed out, a net change of +2 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q3 2020 was Royal Bank of Canada, an estimated $8.33M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q3 2020 was UBS Group, an estimated $2.46M sold.

Based on aggregated 13F filings for Q3 2020.