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WisdomTree US Total Dividend Fund
DTD

44 hedge funds and large institutions have $97.3M invested in WisdomTree US Total Dividend Fund in 2013 Q2 according to their latest regulatory filings, with 44 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

732% more call options, than puts

Call options by funds: $16.3M | Put options by funds: $1.96M

59.52% more ownership

Funds ownership: 0% → 59.52% (+60%)

Holders
44
Holders Change
+44
Holders Change %
–
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
–
Reduced
–
Closed
–
Calls
$16.3M
Puts
$1.96M
Net Calls
+$14.3M
Net Calls Change
+$14.3M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1
JFS Wealth Advisors
Pennsylvania
$15.7M +$15.8M +521,488 New
LPL Financial
2
LPL Financial
California
$14M +$14.1M +465,514 New
Bank of America
3
Bank of America
North Carolina
$12.4M +$12.5M +411,020 New
Morgan Stanley
4
Morgan Stanley
New York
$8.66M +$8.71M +287,124 New
Wells Fargo
5
Wells Fargo
California
$6.65M +$6.69M +220,470 New
CS
6
Credit Suisse
Switzerland
$5.5M +$5.53M +182,346 New
JMPWA
7
JP Morgan Private Wealth Advisors
California
$4.88M +$4.91M +161,796 New
APU
8
Alpine Partners USVI
U.S. Virgin Islands
$4.1M +$5.46M +180,000 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3.45M +$3.47M +114,440 New
V
10
Veritable
Delaware
$2.67M +$2.69M +88,564 New
KCG
11
Knight Capital Group
$2.34M +$2.36M +77,650 New
U
12
UBS
Switzerland
$2.19M +$2.2M +72,630 New
Franklin Resources
13
Franklin Resources
California
$2.04M +$2.06M +67,730 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.61M +$1.62M +53,472 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.38M +$1.39M +45,744 New
CWM
16
Concert Wealth Management
California
$1.35M +$1.35M +44,614 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.29M +$1.3M +42,910 New
GW
18
GW & Wade
Massachusetts
$1.28M +$1.28M +42,310 New
SC
19
Scotia Capital
Ontario, Canada
$642K +$645K +21,270 New
Ameriprise
20
Ameriprise
Minnesota
$476K +$479K +15,776 New
CW
21
Cobiz Wealth
Colorado
$471K +$474K +15,606 New
FVCM
22
F&V Capital Management
Florida
$452K +$601K +19,820 New
SNC
23
Stifel Nicolaus & Co
Missouri
$430K +$432K +14,238 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$352K +$354K +11,660 New
ICAS
25
Investors Capital Advisory Services
Massachusetts
$327K +$330K +10,860 New
1
2

DTD Hedge Fund Activity: Q2 2013 in Review

44 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2013, worth a combined $97.3M.

Buyers outnumbered sellers: 44 funds opened new DTD positions and 0 closed out — a net gain of 44 holders — while 0 added to existing stakes and 0 trimmed.

  • 44 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $97.3M of WisdomTree US Total Dividend Fund stock for Q2 2013.
  • 44 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2013 and 0 closed out, a net change of +44 holders.

Based on aggregated 13F filings for Q2 2013.