WisdomTree US Total Dividend Fund
42 hedge funds and large institutions have $112M invested in WisdomTree US Total Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 3 closing their positions.
234% more call options, than puts
Call options by funds: $180M | Put options by funds: $53.9M
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
12% more capital invested
Capital invested by funds: $99.9M → $112M (+$12.3M)
11% more funds holding
Funds holding: 38 → 42 (+4)
2.43% more ownership
Funds ownership: 51% → 53.43% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
19% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$9.04M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$3.89M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.98M |
| 4 |
Bank of New York Mellon
New York
|
+$807K |
| 5 |
LPL Financial
San Diego,
California
|
+$680K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$2.67M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.71M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$1.05M |
| 4 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$915K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$864K |
DTD Hedge Fund Activity: Q1 2014 in Review
42 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2014, worth a combined $112M — up 12% from $99.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DTD positions and 3 closed out — a net gain of 4 holders — while 13 added to existing stakes and 16 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $9.04M. The largest seller was JFS Wealth Advisors, cutting an estimated $2.67M.
- 42 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2014, up from 38 in Q4 2013.
- Funds reported $112M of WisdomTree US Total Dividend Fund stock for Q1 2014, up 12% quarter-over-quarter.
- 7 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2014 and 3 closed out, a net change of +4 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q1 2014 was Susquehanna International Group, an estimated $9.04M added.
- The largest WisdomTree US Total Dividend Fund seller in Q1 2014 was JFS Wealth Advisors, an estimated $2.67M sold.
Based on aggregated 13F filings for Q1 2014.