WisdomTree US Total Dividend Fund
67 hedge funds and large institutions have $199M invested in WisdomTree US Total Dividend Fund in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
47% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 17
10% more funds holding
Funds holding: 61 → 67 (+6)
8.18% more ownership
Funds ownership: 111.94% → 120.12% (+8.2%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
31% less capital invested
Capital invested by funds: $288M → $199M (-$88.9M)
93% less call options, than puts
Call options by funds: $24.6M | Put options by funds: $337M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AH
Achievement Holdings
Chicago,
Illinois
|
+$38.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.23M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.89M |
| 4 |
LI
LVZ Inc
Holland,
Michigan
|
+$1.59M |
| 5 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$21.1M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$3.39M |
| 3 |
Jane Street
New York
|
-$1.98M |
| 4 |
SG Americas Securities
New York
|
-$1.36M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$985K |
DTD Hedge Fund Activity: Q1 2015 in Review
67 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2015, worth a combined $199M — down 31% from $288M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DTD positions and 5 closed out — a net gain of 6 holders — while 25 added to existing stakes and 17 trimmed.
The largest buyer was Achievement Holdings, adding an estimated $38.7M. The largest seller was Morgan Stanley, cutting an estimated $21.1M.
- 67 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2015, up from 61 in Q4 2014.
- Funds reported $199M of WisdomTree US Total Dividend Fund stock for Q1 2015, down 31% quarter-over-quarter.
- 11 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2015 and 5 closed out, a net change of +6 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q1 2015 was Achievement Holdings, an estimated $38.7M added.
- The largest WisdomTree US Total Dividend Fund seller in Q1 2015 was Morgan Stanley, an estimated $21.1M sold.
Based on aggregated 13F filings for Q1 2015.