WisdomTree US Total Dividend Fund
45 hedge funds and large institutions have $131M invested in WisdomTree US Total Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
54% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 13
17% more capital invested
Capital invested by funds: $112M → $131M (+$19M)
7% more funds holding
Funds holding: 42 → 45 (+3)
3.42% more ownership
Funds ownership: 53.43% → 56.85% (+3.4%)
87% less call options, than puts
Call options by funds: $13.4M | Put options by funds: $104M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$9.11M |
| 2 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
+$5.09M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.93M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$1.02M |
| 5 |
ALA
Atherton Lane Advisers
Menlo Park,
California
|
+$771K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.83M |
| 2 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$2.68M |
| 3 |
Bank of New York Mellon
New York
|
-$1.3M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$291K |
| 5 |
EFS
Essex Financial Services
Essex,
Connecticut
|
-$211K |
DTD Hedge Fund Activity: Q2 2014 in Review
45 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2014, worth a combined $131M — up 17% from $112M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DTD positions and 4 closed out — a net gain of 3 holders — while 20 added to existing stakes and 13 trimmed.
The largest buyer was Dorsey Wright & Associates, opening a new position worth an estimated $9.11M. The largest seller was Susquehanna International Group, cutting an estimated $3.83M.
- 45 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2014, up from 42 in Q1 2014.
- Funds reported $131M of WisdomTree US Total Dividend Fund stock for Q2 2014, up 17% quarter-over-quarter.
- 7 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2014 and 4 closed out, a net change of +3 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q2 2014 was Dorsey Wright & Associates, an estimated $9.11M added.
- The largest WisdomTree US Total Dividend Fund seller in Q2 2014 was Susquehanna International Group, an estimated $3.83M sold.
Based on aggregated 13F filings for Q2 2014.