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WisdomTree US Total Dividend Fund

174 hedge funds and large institutions have $494M invested in WisdomTree US Total Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

1% less capital invested

Capital invested by funds: $498M → $494M (-$4.78M)

19% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 57

66% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $6.37M

Holders
174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.15M
Puts
$6.37M
Net Calls
Net Calls Change

Top Buyers

1 +$10.3M
2 +$3.94M
3 +$3.74M
4
LPL Financial
LPL Financial
California
+$3.52M
5
Bank of America
Bank of America
North Carolina
+$3.5M

Top Sellers

1 -$3.35M
2 -$3.1M
3 -$3.08M
4
Jane Street
Jane Street
New York
-$2.49M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.34M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$626K
77
$622K
78
$579K
79
$577K
80
$572K
81
$567K
82
$546K
83
$520K
84
$504K
85
$484K
86
$482K
87
$476K
88
$469K
89
$466K
90
$462K
91
$458K
92
$440K
93
$440K
94
$435K
95
$434K
96
$428K
97
$421K
98
$395K
99
$388K
100
$382K