WisdomTree US Total Dividend Fund
132 hedge funds and large institutions have $288M invested in WisdomTree US Total Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
6% more capital invested
Capital invested by funds: $272M → $288M (+$15.4M)
3% more funds holding
Funds holding: 128 → 132 (+4)
3.71% less ownership
Funds ownership: 65.14% → 61.44% (-3.7%)
18% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 39
77% less call options, than puts
Call options by funds: $1.01M | Put options by funds: $4.45M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$32.1M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$5.14M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.32M |
| 4 |
JFS
JD Financial Services
Carlisle,
Pennsylvania
|
+$2.31M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$15.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.68M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.15M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$948K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$860K |
DTD Hedge Fund Activity: Q2 2021 in Review
132 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2021, worth a combined $288M — up 5.7% from $272M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new DTD positions and 9 closed out — a net gain of 7 holders — while 32 added to existing stakes and 39 trimmed.
The largest buyer was Connecticut Wealth Management, opening a new position worth an estimated $32.1M. The largest seller was LPL Financial, cutting an estimated $15.2M.
- 132 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2021, up from 128 in Q1 2021.
- Funds reported $288M of WisdomTree US Total Dividend Fund stock for Q2 2021, up 5.7% quarter-over-quarter.
- 16 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2021 and 9 closed out, a net change of +7 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q2 2021 was Connecticut Wealth Management, an estimated $32.1M added.
- The largest WisdomTree US Total Dividend Fund seller in Q2 2021 was LPL Financial, an estimated $15.2M sold.
Based on aggregated 13F filings for Q2 2021.