WisdomTree US Total Dividend Fund
97 hedge funds and large institutions have $196M invested in WisdomTree US Total Dividend Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
10% more capital invested
Capital invested by funds: $178M → $196M (+$18.5M)
7% more funds holding
Funds holding: 91 → 97 (+6)
3.33% more ownership
Funds ownership: 60.4% → 63.73% (+3.3%)
4% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 24
9% less call options, than puts
Call options by funds: $11.4M | Put options by funds: $12.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$4.67M |
| 2 |
Jane Street
New York
|
+$4.05M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$1.63M |
| 4 |
LC
LCNB Corp
Lebanon,
Ohio
|
+$1.45M |
| 5 |
EWM
Evercore Wealth Management
New York
|
+$896K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$3.45M |
| 2 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$890K |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$357K |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$283K |
| 5 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
-$211K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$30K | -658 | Closed |
|
|
BCA
102
Bay Colony Advisors
Concord,
Massachusetts
| – | -$21K | -470 | Closed |
|
103
SEI Investments
Oaks,
Pennsylvania
| – | -$9K | -192 | Closed |
|
DTD Hedge Fund Activity: Q3 2018 in Review
97 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2018, worth a combined $196M — up 10% from $178M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DTD positions and 7 closed out — a net gain of 6 holders — while 25 added to existing stakes and 24 trimmed.
The largest buyer was Sowell Financial Services, opening a new position worth an estimated $4.67M. The largest seller was Bank of New York Mellon, cutting an estimated $3.45M.
- 97 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2018, up from 91 in Q2 2018.
- Funds reported $196M of WisdomTree US Total Dividend Fund stock for Q3 2018, up 10% quarter-over-quarter.
- 13 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2018 and 7 closed out, a net change of +6 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q3 2018 was Sowell Financial Services, an estimated $4.67M added.
- The largest WisdomTree US Total Dividend Fund seller in Q3 2018 was Bank of New York Mellon, an estimated $3.45M sold.
Based on aggregated 13F filings for Q3 2018.