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WisdomTree US Total Dividend Fund
DTD

106 hedge funds and large institutions have $242M invested in WisdomTree US Total Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $75.5M | Put options by funds: $34.8M

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

11% more capital invested

Capital invested by funds: $217M → $242M (+$24.7M)

5.03% more ownership

Funds ownership: 64.32% → 69.36% (+5%)

3% more funds holding

Funds holding: 103 → 106 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
36
Reduced
27
Closed
8
Calls
$75.5M
Puts
$34.8M
Net Calls
+$40.7M
Net Calls Change
+$50.3M

Top Buyers

1
RCAG
Rehmann Capital Advisory Group
Michigan
+$15.1M
2
LPL Financial
LPL Financial
California
+$3.69M
3
Morgan Stanley
Morgan Stanley
New York
+$2.67M
4
Goldman Sachs
Goldman Sachs
New York
+$1.74M
5
UBS Group
UBS Group
Switzerland
+$688K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$2.33M
2
Jane Street
Jane Street
New York
-$1.71M
3
MML Investors Services
MML Investors Services
Massachusetts
-$359K
4
CCA
Clearwater Capital Advisors
Illinois
-$291K
5
TTWM
TCV Trust & Wealth Management
Virginia
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$51.6M +$79K +1,620 +0.2%
CWM
2
Connecticut Wealth Management
Connecticut
$40.6M +$257K +5,282 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$17.3M +$2.67M +54,832 +19%
LPL Financial
4
LPL Financial
California
$15M +$3.69M +75,636 +33%
HighTower Advisors
5
HighTower Advisors
Illinois
$10.8M +$531K +10,898 +5%
UBS Group
6
UBS Group
Switzerland
$10.6M +$688K +14,108 +7%
Wells Fargo
7
Wells Fargo
California
$9.68M +$399K +8,194 +4%
RCAG
8
Rehmann Capital Advisory Group
Michigan
$6.71M +$15.1M +309,088 New
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$5.44M – – –
Bank of New York Mellon
10
Bank of New York Mellon
New York
$5.19M +$71.9K +1,474 +1%
Goldman Sachs
11
Goldman Sachs
New York
$5.13M +$1.74M +35,630 +52%
IAA
12
Independent Advisor Alliance
North Carolina
$4.63M +$5.95K +122 +0.1%
V
13
Veritable
Delaware
$3.91M – – –
JMPWA
14
JP Morgan Private Wealth Advisors
California
$3.47M -$66.8K -1,370 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.37M +$145K +2,978 +5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.07M +$43.1K +884 +1%
UCFA
17
United Capital Financial Advisors
Texas
$3.06M +$423K +8,676 +16%
CCA
18
Clearwater Capital Advisors
Illinois
$2.34M -$291K -5,968 -11%
William Blair & Company
19
William Blair & Company
Illinois
$2.11M +$195 +4 +0%
SPIA
20
Steward Partners Investment Advisory
New York
$1.87M -$3.51K -72 -0.2%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.77M +$448K +9,186 +35%
MIAN
22
Mariner Independent Advisor Network
Kansas
$1.66M +$59.1K +1,212 +4%
LC
23
LCNB Corp
Ohio
$1.66M -$9.75K -200 -0.6%
CIC
24
Cutler Investment Counsel
Oregon
$1.46M -$34.9K -716 -2%
KCM
25
Kendall Capital Management
Maryland
$1.27M -$195K -4,000 -13%
1
2 3 4 5

DTD Hedge Fund Activity: Q3 2019 in Review

106 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2019, worth a combined $242M — up 11% from $217M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DTD positions and 8 closed out — a net gain of 3 holders — while 36 added to existing stakes and 27 trimmed.

The largest buyer was Rehmann Capital Advisory Group, opening a new position worth an estimated $15.1M. The largest seller was Citadel Advisors, cutting an estimated $2.33M.

  • 106 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2019, up from 103 in Q2 2019.
  • Funds reported $242M of WisdomTree US Total Dividend Fund stock for Q3 2019, up 11% quarter-over-quarter.
  • 11 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2019 and 8 closed out, a net change of +3 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q3 2019 was Rehmann Capital Advisory Group, an estimated $15.1M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q3 2019 was Citadel Advisors, an estimated $2.33M sold.

Based on aggregated 13F filings for Q3 2019.