WisdomTree US Total Dividend Fund
66 hedge funds and large institutions have $167M invested in WisdomTree US Total Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
102% more call options, than puts
Call options by funds: $151M | Put options by funds: $74.6M
12% more funds holding
Funds holding: 59 → 66 (+7)
6% less capital invested
Capital invested by funds: $177M → $167M (-$10M)
16% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 25
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
94.31% less ownership
Funds ownership: 162.58% → 68.27% (-94%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$25.8M |
| 2 |
Bank of New York Mellon
New York
|
+$5.03M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.85M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.32M |
| 5 |
WIM
Waverton Investment Management
London,
United Kingdom
|
+$743K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$224M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.11M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.37M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.82M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.25M |
DTD Hedge Fund Activity: Q4 2015 in Review
66 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2015, worth a combined $167M — down 5.7% from $177M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DTD positions and 5 closed out — a net gain of 8 holders — while 21 added to existing stakes and 25 trimmed.
The largest buyer was LPL Financial, adding an estimated $25.8M. The largest seller was SG Americas Securities, exiting entirely with an estimated $224M sold.
- 66 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2015, up from 59 in Q3 2015.
- Funds reported $167M of WisdomTree US Total Dividend Fund stock for Q4 2015, down 5.7% quarter-over-quarter.
- 13 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2015 and 5 closed out, a net change of +8 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q4 2015 was LPL Financial, an estimated $25.8M added.
- The largest WisdomTree US Total Dividend Fund seller in Q4 2015 was SG Americas Securities, an estimated $224M sold.
Based on aggregated 13F filings for Q4 2015.