WisdomTree US Total Dividend Fund
125 hedge funds and large institutions have $268M invested in WisdomTree US Total Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 6 closing their positions.
333% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 6
241% more call options, than puts
Call options by funds: $75.8M | Put options by funds: $22.2M
35% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 26
18% more funds holding
Funds holding: 106 → 125 (+19)
11% more capital invested
Capital invested by funds: $242M → $268M (+$26.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.78% less ownership
Funds ownership: 69.36% → 66.57% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.08M |
| 2 |
Bank of New York Mellon
New York
|
+$2.74M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
+$2.66M |
| 4 |
Jane Street
New York
|
+$2.65M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.98M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$900K |
| 3 |
LC
LCNB Corp
Lebanon,
Ohio
|
-$532K |
| 4 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$404K |
| 5 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$390K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
126
Citadel Advisors
Miami,
Florida
| – | -$900K | -18,166 | Closed |
|
|
FCI
127
Financial Counselors Inc
Overland Park,
Kansas
| – | -$230K | -4,648 | Closed |
|
|
GWAG
128
Garrett Wealth Advisory Group
Weatherford,
Texas
| – | -$52.3K | -1,054 | Closed |
|
|
AIC
129
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$44K | -878 | Closed |
|
|
GRP
130
Global Retirement Partners
San Rafael,
California
| – | -$23K | -470 | Closed |
|
131
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$10K | -206 | Closed |
|
DTD Hedge Fund Activity: Q4 2019 in Review
125 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2019, worth a combined $268M — up 11% from $242M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new DTD positions and 6 closed out — a net gain of 20 holders — while 35 added to existing stakes and 26 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $3.08M. The largest seller was Goldman Sachs, cutting an estimated $3.98M.
- 125 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2019, up from 106 in Q3 2019.
- Funds reported $268M of WisdomTree US Total Dividend Fund stock for Q4 2019, up 11% quarter-over-quarter.
- 26 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2019 and 6 closed out, a net change of +20 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q4 2019 was Envestnet Asset Management, an estimated $3.08M added.
- The largest WisdomTree US Total Dividend Fund seller in Q4 2019 was Goldman Sachs, an estimated $3.98M sold.
Based on aggregated 13F filings for Q4 2019.