WisdomTree US Total Dividend Fund
59 hedge funds and large institutions have $177M invested in WisdomTree US Total Dividend Fund in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 6 closing their positions.
54.52% more ownership
Funds ownership: 108.06% → 162.58% (+55%)
12% more capital invested
Capital invested by funds: $158M → $177M (+$18.6M)
9% less funds holding
Funds holding: 65 → 59 (-6)
32% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 28
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
48% less call options, than puts
Call options by funds: $66.9M | Put options by funds: $129M
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$221M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.45M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.18M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$559K |
| 5 |
WIC
Willis Investment Counsel
Gainesville,
Georgia
|
+$355K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AH
Achievement Holdings
Chicago,
Illinois
|
-$85.6M |
| 2 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
-$7.14M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$5.72M |
| 4 |
Morgan Stanley
New York
|
-$2.68M |
| 5 |
Bank of New York Mellon
New York
|
-$1.84M |
DTD Hedge Fund Activity: Q3 2015 in Review
59 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2015, worth a combined $177M — up 12% from $158M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of DTD and 2 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 19 added.
The largest buyer was SG Americas Securities, adding an estimated $221M. The largest seller was Achievement Holdings, cutting an estimated $85.6M.
- 59 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2015, down from 65 in Q2 2015.
- Funds reported $177M of WisdomTree US Total Dividend Fund stock for Q3 2015, up 12% quarter-over-quarter.
- 2 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2015 and 6 closed out, a net change of -4 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q3 2015 was SG Americas Securities, an estimated $221M added.
- The largest WisdomTree US Total Dividend Fund seller in Q3 2015 was Achievement Holdings, an estimated $85.6M sold.
Based on aggregated 13F filings for Q3 2015.