WisdomTree US Total Dividend Fund
140 hedge funds and large institutions have $277M invested in WisdomTree US Total Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 7 closing their positions.
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
45% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 31
6% more funds holding
Funds holding: 132 → 140 (+8)
4% less capital invested
Capital invested by funds: $287M → $277M (-$10.1M)
1.62% less ownership
Funds ownership: 61.41% → 59.79% (-1.6%)
20% less call options, than puts
Call options by funds: $1.01M | Put options by funds: $1.26M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.84M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.77M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$1.02M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$832K |
| 5 |
Morgan Stanley
New York
|
+$671K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$5.1M |
| 2 |
Bank of New York Mellon
New York
|
-$4.19M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.41M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$656K |
| 5 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
-$654K |
DTD Hedge Fund Activity: Q3 2021 in Review
140 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2021, worth a combined $277M — down 3.5% from $287M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DTD positions and 7 closed out — a net gain of 10 holders — while 45 added to existing stakes and 31 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.84M. The largest seller was Citadel Advisors, cutting an estimated $5.1M.
- 140 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2021, up from 132 in Q2 2021.
- Funds reported $277M of WisdomTree US Total Dividend Fund stock for Q3 2021, down 3.5% quarter-over-quarter.
- 17 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2021 and 7 closed out, a net change of +10 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q3 2021 was Susquehanna International Group, an estimated $2.84M added.
- The largest WisdomTree US Total Dividend Fund seller in Q3 2021 was Citadel Advisors, an estimated $5.1M sold.
Based on aggregated 13F filings for Q3 2021.