WisdomTree US Total Dividend Fund
123 hedge funds and large institutions have $259M invested in WisdomTree US Total Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
11% more funds holding
Funds holding: 111 → 123 (+12)
7% more call options, than puts
Call options by funds: $15.7M | Put options by funds: $14.6M
0% less capital invested
Capital invested by funds: $260M → $259M (-$885K)
8.2% less ownership
Funds ownership: 71.04% → 62.84% (-8.2%)
14% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 35
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.24M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.9M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.25M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.16M |
| 5 |
LPL Financial
San Diego,
California
|
+$925K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMG
Smart Money Group
Eastland,
Texas
|
-$11.7M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$9.08M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.58M |
| 4 |
Bank of New York Mellon
New York
|
-$3.83M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
126
HighTower Advisors
Chicago,
Illinois
| – | -$9.08M | -193,422 | Closed |
|
|
RIG
127
Roosevelt Investment Group
New York
| – | -$226K | -4,814 | Closed |
|
|
FHA
128
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$50K | -1,076 | Closed |
|
|
CFO
129
CVA Family Office
Denver,
Colorado
| – | -$24K | -514 | Closed |
|
DTD Hedge Fund Activity: Q4 2020 in Review
123 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2020, worth a combined $259M — down 0.34% from $260M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DTD positions and 6 closed out — a net gain of 14 holders — while 30 added to existing stakes and 35 trimmed.
The largest buyer was Jane Street, adding an estimated $2.24M. The largest seller was Smart Money Group, exiting entirely with an estimated $11.7M sold.
- 123 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2020, up from 111 in Q3 2020.
- Funds reported $259M of WisdomTree US Total Dividend Fund stock for Q4 2020, down 0.34% quarter-over-quarter.
- 20 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2020 and 6 closed out, a net change of +14 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q4 2020 was Jane Street, an estimated $2.24M added.
- The largest WisdomTree US Total Dividend Fund seller in Q4 2020 was Smart Money Group, an estimated $11.7M sold.
Based on aggregated 13F filings for Q4 2020.