WisdomTree US Total Dividend Fund
68 hedge funds and large institutions have $162M invested in WisdomTree US Total Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
47% more call options, than puts
Call options by funds: $71.7M | Put options by funds: $48.8M
3% more funds holding
Funds holding: 66 → 68 (+2)
5% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 22
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $167M → $162M (-$4.95M)
2.46% less ownership
Funds ownership: 68.27% → 65.81% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Waverton Investment Management
London,
United Kingdom
|
+$3.88M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$2.61M |
| 3 |
Bank of New York Mellon
New York
|
+$2.45M |
| 4 |
Morgan Stanley
New York
|
+$2.09M |
| 5 |
TCM
Tradition Capital Management
Summit,
New Jersey
|
+$539K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$8.55M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.66M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.37M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.74M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.46M |
DTD Hedge Fund Activity: Q1 2016 in Review
68 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2016, worth a combined $162M — down 3% from $167M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DTD positions and 8 closed out — a net gain of 4 holders — while 23 added to existing stakes and 22 trimmed.
The largest buyer was Waverton Investment Management, adding an estimated $3.88M. The largest seller was LPL Financial, cutting an estimated $8.55M.
- 68 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2016, up from 66 in Q4 2015.
- Funds reported $162M of WisdomTree US Total Dividend Fund stock for Q1 2016, down 3% quarter-over-quarter.
- 12 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2016 and 8 closed out, a net change of +4 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q1 2016 was Waverton Investment Management, an estimated $3.88M added.
- The largest WisdomTree US Total Dividend Fund seller in Q1 2016 was LPL Financial, an estimated $8.55M sold.
Based on aggregated 13F filings for Q1 2016.