WisdomTree US Total Dividend Fund
86 hedge funds and large institutions have $217M invested in WisdomTree US Total Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 6 closing their positions.
566% more capital inflows, than outflows
Capital inflows: $65.1M | Capital outflows: $9.8M
309% more call options, than puts
Call options by funds: $15.1M | Put options by funds: $3.7M
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
12% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 26
9.75% more ownership
Funds ownership: 31.25% → 41% (+9.7%)
8% more funds holding
Funds holding: 80 → 86 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$45.7M |
| 2 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$3.66M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.48M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.24M |
| 5 |
Credit Agricole
Montrouge Cedex,
France
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.63M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.92M |
| 3 |
Bank of New York Mellon
New York
|
-$1.69M |
| 4 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$507K |
| 5 |
LPL Financial
San Diego,
California
|
-$507K |
DTD Hedge Fund Activity: Q1 2017 in Review
86 of the 4,035 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2017, worth a combined $217M — up 26% from $173M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DTD positions and 6 closed out — a net gain of 7 holders — while 29 added to existing stakes and 26 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $45.7M. The largest seller was Jane Street, cutting an estimated $3.63M.
- 86 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2017, up from 80 in Q4 2016.
- Funds reported $217M of WisdomTree US Total Dividend Fund stock for Q1 2017, up 26% quarter-over-quarter.
- 13 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2017 and 6 closed out, a net change of +7 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q1 2017 was MML Investors Services, an estimated $45.7M added.
- The largest WisdomTree US Total Dividend Fund seller in Q1 2017 was Jane Street, an estimated $3.63M sold.
Based on aggregated 13F filings for Q1 2017.