WisdomTree US Total Dividend Fund
125 hedge funds and large institutions have $268M invested in WisdomTree US Total Dividend Fund in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
11% more capital invested
Capital invested by funds: $242M → $268M (+$26.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.78% less ownership
Funds ownership: 69.36% → 66.57% (-2.8%)
Holders
125
Holding in Top 10
1
Calls
$75.8M
Puts
$22.2M
Top Buyers
| 1 | +$3.2M | |
| 2 | +$2.84M | |
| 3 | +$2.75M | |
| 4 |
LPL Financial
San Diego,
California
|
+$2.48M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.95M |
Top Sellers
| 1 | -$4.12M | |
| 2 | -$900K | |
| 3 | -$552K | |
| 4 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$419K |
| 5 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$404K |