WisdomTree US Total Dividend Fund
91 hedge funds and large institutions have $178M invested in WisdomTree US Total Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
29% more call options, than puts
Call options by funds: $16.4M | Put options by funds: $12.7M
2% more funds holding
Funds holding: 89 → 91 (+2)
1% more capital invested
Capital invested by funds: $177M → $178M (+$960K)
0.66% less ownership
Funds ownership: 61.06% → 60.4% (-0.66%)
57% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$3.64M |
| 2 |
KCM
Kendall Capital Management
Rockville,
Maryland
|
+$1.45M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.3M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.03M |
| 5 |
HB
Homrich & Berg
Atlanta,
Georgia
|
+$633K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.15M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.85M |
| 3 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$1.67M |
| 4 |
LC
LCNB Corp
Lebanon,
Ohio
|
-$1.12M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$910K |
DTD Hedge Fund Activity: Q2 2018 in Review
91 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2018, worth a combined $178M — up 0.54% from $177M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DTD positions and 6 closed out — a net gain of 2 holders — while 15 added to existing stakes and 35 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $3.64M. The largest seller was Jane Street, cutting an estimated $2.15M.
- 91 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2018, up from 89 in Q1 2018.
- Funds reported $178M of WisdomTree US Total Dividend Fund stock for Q2 2018, up 0.54% quarter-over-quarter.
- 8 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2018 and 6 closed out, a net change of +2 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q2 2018 was Bank of New York Mellon, an estimated $3.64M added.
- The largest WisdomTree US Total Dividend Fund seller in Q2 2018 was Jane Street, an estimated $2.15M sold.
Based on aggregated 13F filings for Q2 2018.