WisdomTree US Total Dividend Fund
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.33M |
| 2 |
SMG
Smart Money Group
Eastland,
Texas
|
+$5.77M |
| 3 |
Bank of New York Mellon
New York
|
+$3.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.77M |
| 5 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.46M |
| 2 |
Morgan Stanley
New York
|
-$2.24M |
| 3 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$1.83M |
| 4 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$1.08M |
| 5 |
1WA
180 Wealth Advisors
Federal Way,
Washington
|
-$1.08M |
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.