We are live on ! Find out more
DTD icon

WisdomTree US Total Dividend Fund

210 hedge funds and large institutions have $752M invested in WisdomTree US Total Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

734% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $2.03M

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

1% more funds holding

Funds holding: 207210 (+3)

7% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 61

2% more capital invested

Capital invested by funds: $737M → $752M (+$15.1M)

0.73% more ownership

Funds ownership: 49.75%50.48% (+0.73%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
210
Holders Change
+3
Holders Change %
+1.45%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
20
Increased
65
Reduced
61
Closed
14
Calls
$16.9M
Puts
$2.03M
Net Calls
+$14.9M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
26
FFG Retirement Advisors
Colorado
$5.2M -$1.35M -15,376 -20%
EF
27
Envision Financial
Wisconsin
$4.81M -$866K -9,853 -15%
SPIA
28
Steward Partners Investment Advisory
New York
$4.53M +$189K +2,155 +4%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$4.5M
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$4.2M -$37.9K -431 -0.9%
MFG
31
Merit Financial Group
Georgia
$3.35M -$50.3K -572 -1%
Corient Private Wealth
32
Corient Private Wealth
Florida
$3.28M -$3.33M -37,860 -50%
Creative Planning
33
Creative Planning
Kansas
$2.92M -$23.4K -266 -0.8%
LC
34
LCNB Corp
Ohio
$2.88M
CAC
35
Certified Advisory Corp
Florida
$2.77M -$171K -1,947 -6%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$2.76M -$273K -3,113 -9%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$2.7M -$24.7K -281 -0.9%
AC
38
Avant Capital
Louisiana
$2.68M -$57.7K -657 -2%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$2.57M +$9.14K +104 +0.4%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.35M +$95.8K +1,090 +4%
UBS AM
41
UBS AM
Illinois
$2.24M +$2.28M +25,952 New
Mariner
42
Mariner
Kansas
$2.14M -$6.41K -73 -0.3%
GWP
43
Gateway Wealth Partners
Wisconsin
$1.92M +$1.01M +11,525 +108%
AIA
44
AssuredPartners Investment Advisors
Florida
$1.76M -$56.6K -644 -3%
SWP
45
Stratos Wealth Partners
Ohio
$1.74M +$96.8K +1,102 +6%
VCP
46
Verus Capital Partners
Arizona
$1.74M +$12.8K +146 +0.7%
SCG
47
Sonata Capital Group
Washington
$1.65M -$30.7K -350 -2%
Goldman Sachs
48
Goldman Sachs
New York
$1.64M -$463K -5,266 -22%
CWM
49
Cherrydale Wealth Management
New Jersey
$1.61M +$6.94K +79 +0.4%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$1.61M +$108K +1,227 +7%

DTD Hedge Fund Activity: Q1 2026 in Review

210 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2026, worth a combined $752M — up 2% from $737M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DTD positions and 14 closed out — a net gain of 6 holders — while 65 added to existing stakes and 61 trimmed.

The largest buyer was Sanctuary Advisors, adding an estimated $7.12M. The largest seller was Bank of America, cutting an estimated $12.4M.

  • 210 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2026, up from 207 in Q4 2025.
  • Funds reported $752M of WisdomTree US Total Dividend Fund stock for Q1 2026, up 2% quarter-over-quarter.
  • 20 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2026 and 14 closed out, a net change of +6 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q1 2026 was Sanctuary Advisors, an estimated $7.12M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q1 2026 was Bank of America, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2026.