WisdomTree US Total Dividend Fund
89 hedge funds and large institutions have $177M invested in WisdomTree US Total Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 7 closing their positions.
159% more call options, than puts
Call options by funds: $10.8M | Put options by funds: $4.16M
1% less funds holding
Funds holding: 90 → 89 (-1)
4.28% less ownership
Funds ownership: 65.33% → 61.06% (-4.3%)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
16% less capital invested
Capital invested by funds: $210M → $177M (-$32.7M)
52% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.62M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$946K |
| 3 |
LPL Financial
San Diego,
California
|
+$617K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$375K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$334K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$8.18M |
| 2 |
Bank of New York Mellon
New York
|
-$8M |
| 3 |
Jane Street
New York
|
-$4.76M |
| 4 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$2.41M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.21M |
DTD Hedge Fund Activity: Q1 2018 in Review
89 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2018, worth a combined $177M — down 16% from $210M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of DTD and 6 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 16 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.62M. The largest seller was Goldman Sachs, exiting entirely with an estimated $8.18M sold.
- 89 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2018, down from 90 in Q4 2017.
- Funds reported $177M of WisdomTree US Total Dividend Fund stock for Q1 2018, down 16% quarter-over-quarter.
- 6 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2018 and 7 closed out, a net change of -1 holder.
- The largest WisdomTree US Total Dividend Fund buyer in Q1 2018 was Susquehanna International Group, an estimated $1.62M added.
- The largest WisdomTree US Total Dividend Fund seller in Q1 2018 was Goldman Sachs, an estimated $8.18M sold.
Based on aggregated 13F filings for Q1 2018.