WisdomTree US Total Dividend Fund
93 hedge funds and large institutions have $218M invested in WisdomTree US Total Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 10 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 20
18% more capital invested
Capital invested by funds: $184M → $218M (+$33.8M)
3.05% more ownership
Funds ownership: 65.01% → 68.06% (+3.1%)
2% less call options, than puts
Call options by funds: $15.9M | Put options by funds: $16.2M
2% less funds holding
Funds holding: 95 → 93 (-2)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$4.35M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$4.27M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.91M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.99M |
| 2 |
Jane Street
New York
|
-$2.82M |
| 3 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
-$1.01M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$685K |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$536K |
DTD Hedge Fund Activity: Q1 2019 in Review
93 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2019, worth a combined $218M — up 18% from $184M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of DTD and 8 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 28 added.
The largest buyer was Bank of New York Mellon, adding an estimated $4.35M. The largest seller was Wells Fargo, cutting an estimated $4.99M.
- 93 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2019, down from 95 in Q4 2018.
- Funds reported $218M of WisdomTree US Total Dividend Fund stock for Q1 2019, up 18% quarter-over-quarter.
- 8 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2019 and 10 closed out, a net change of -2 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q1 2019 was Bank of New York Mellon, an estimated $4.35M added.
- The largest WisdomTree US Total Dividend Fund seller in Q1 2019 was Wells Fargo, an estimated $4.99M sold.
Based on aggregated 13F filings for Q1 2019.