WisdomTree US Total Dividend Fund
84 hedge funds and large institutions have $185M invested in WisdomTree US Total Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 10 closing their positions.
301% more call options, than puts
Call options by funds: $2.61M | Put options by funds: $650K
2% less funds holding
Funds holding: 86 → 84 (-2)
15% less capital invested
Capital invested by funds: $217M → $185M (-$32.4M)
19% less ownership
Funds ownership: 82% → 63.01% (-19%)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
21% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 29
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$6.92M |
| 2 |
Bank of New York Mellon
New York
|
+$4.6M |
| 3 |
Jane Street
New York
|
+$1.45M |
| 4 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
+$1.12M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$441K |
Top Sellers
DTD Hedge Fund Activity: Q2 2017 in Review
84 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2017, worth a combined $185M — down 15% from $217M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of DTD and 8 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 23 added.
The largest buyer was LPL Financial, adding an estimated $6.92M. The largest seller was MML Investors Services, exiting entirely with an estimated $31.6M sold.
- 84 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2017, down from 86 in Q1 2017.
- Funds reported $185M of WisdomTree US Total Dividend Fund stock for Q2 2017, down 15% quarter-over-quarter.
- 8 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2017 and 10 closed out, a net change of -2 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q2 2017 was LPL Financial, an estimated $6.92M added.
- The largest WisdomTree US Total Dividend Fund seller in Q2 2017 was MML Investors Services, an estimated $31.6M sold.
Based on aggregated 13F filings for Q2 2017.