WisdomTree US Total Dividend Fund
116 hedge funds and large institutions have $220M invested in WisdomTree US Total Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 35 reducing their positions, and 24 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
16.35% more ownership
Funds ownership: 66.57% → 82.93% (+16%)
7% less funds holding
Funds holding: 125 → 116 (-9)
18% less capital invested
Capital invested by funds: $268M → $220M (-$47.9M)
29% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 24
31% less call options, than puts
Call options by funds: $9.02M | Put options by funds: $13.1M
37% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$11.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$5.89M |
| 3 |
SMG
Smart Money Group
Eastland,
Texas
|
+$5.13M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.93M |
| 5 |
Bank of New York Mellon
New York
|
+$2.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$6.72M |
| 2 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$1.64M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
-$1.64M |
| 4 |
Goldman Sachs
New York
|
-$1.34M |
| 5 |
Morgan Stanley
New York
|
-$652K |
DTD Hedge Fund Activity: Q1 2020 in Review
116 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2020, worth a combined $220M — down 18% from $268M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of DTD and 17 opened new positions — a net loss of 7 holders — while 35 trimmed existing stakes and 22 added.
The largest buyer was LPL Financial, adding an estimated $11.5M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $6.72M sold.
- 116 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2020, down from 125 in Q4 2019.
- Funds reported $220M of WisdomTree US Total Dividend Fund stock for Q1 2020, down 18% quarter-over-quarter.
- 17 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2020 and 24 closed out, a net change of -7 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q1 2020 was LPL Financial, an estimated $11.5M added.
- The largest WisdomTree US Total Dividend Fund seller in Q1 2020 was Independent Advisor Alliance, an estimated $6.72M sold.
Based on aggregated 13F filings for Q1 2020.