WisdomTree US Total Dividend Fund
90 hedge funds and large institutions have $210M invested in WisdomTree US Total Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 6 closing their positions.
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
14% more funds holding
Funds holding: 79 → 90 (+11)
12% more capital invested
Capital invested by funds: $187M → $210M (+$22.1M)
3.43% more ownership
Funds ownership: 61.9% → 65.33% (+3.4%)
26% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 27
92% less call options, than puts
Call options by funds: $1.44M | Put options by funds: $18.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$5.22M |
| 2 |
Jane Street
New York
|
+$3.82M |
| 3 |
Goldman Sachs
New York
|
+$3.29M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.05M |
| 5 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.43M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.94M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.75M |
| 4 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$1.68M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$1.51M |
DTD Hedge Fund Activity: Q4 2017 in Review
90 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2017, worth a combined $210M — up 12% from $187M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DTD positions and 6 closed out — a net gain of 11 holders — while 20 added to existing stakes and 27 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $5.22M. The largest seller was Wells Fargo, cutting an estimated $4.43M.
- 90 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2017, up from 79 in Q3 2017.
- Funds reported $210M of WisdomTree US Total Dividend Fund stock for Q4 2017, up 12% quarter-over-quarter.
- 17 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2017 and 6 closed out, a net change of +11 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q4 2017 was Bank of New York Mellon, an estimated $5.22M added.
- The largest WisdomTree US Total Dividend Fund seller in Q4 2017 was Wells Fargo, an estimated $4.43M sold.
Based on aggregated 13F filings for Q4 2017.