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WisdomTree US Total Dividend Fund
DTD

128 hedge funds and large institutions have $272M invested in WisdomTree US Total Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

5% more capital invested

Capital invested by funds: $259M → $272M (+$13.2M)

4% more funds holding

Funds holding: 123 → 128 (+5)

2.3% more ownership

Funds ownership: 62.84% → 65.14% (+2.3%)

23% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 39

88% less call options, than puts

Call options by funds: $386K | Put options by funds: $3.13M

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
30
Reduced
39
Closed
8
Calls
$386K
Puts
$3.13M
Net Calls
-$2.74M
Net Calls Change
-$3.83M

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$10.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.39M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.49M
4
LPL Financial
LPL Financial
California
+$2.34M
5
Bank of America
Bank of America
North Carolina
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
CWM
Connecticut Wealth Management
Connecticut
-$30.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.22M
3
T
TRUADVICE
Florida
-$3.62M
4
Jane Street
Jane Street
New York
-$3.35M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFS
26
JD Financial Services
Pennsylvania
$1.59M +$1.52M +28,164 New
AAS
27
Avantax Advisory Services
Texas
$1.51M +$36.6K +676 +3%
CCA
28
Clearwater Capital Advisors
Illinois
$1.39M -$47.1K -870 -3%
SPC
29
Sigma Planning Corp
Michigan
$1.35M +$1.29M +23,808 New
KCM
30
Kendall Capital Management
Maryland
$1.34M -$108K -2,000 -8%
William Blair & Company
31
William Blair & Company
Illinois
$1.26M -$211K -3,894 -15%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.25M -$329K -6,076 -22%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$1.25M – – –
JWA
34
JFS Wealth Advisors
Pennsylvania
$1.23M -$78.8K -1,456 -6%
GW
35
GW & Wade
Massachusetts
$1.21M -$25.1K -464 -2%
Jane Street
36
Jane Street
New York
$1.2M -$3.35M -61,930 -74%
CAGAS
37
Capital Advisory Group Advisory Services
Minnesota
$1.16M +$541 +10 +0%
LC
38
LCNB Corp
Ohio
$1.09M -$64.9K -1,200 -6%
EWM
39
Evercore Wealth Management
New York
$1.07M – – –
SCG
40
Sonata Capital Group
Washington
$1.05M -$216K -4,000 -18%
CA
41
Cetera Advisors
Colorado
$1.05M +$159K +2,936 +19%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$934K -$2.49K -46 -0.3%
SWP
43
Stratos Wealth Partners
Ohio
$910K +$158K +2,912 +22%
CIC
44
Cutler Investment Counsel
Oregon
$864K -$1.31M -24,242 -61%
SWM
45
Spire Wealth Management
Virginia
$862K +$825K +15,248 New
CAN
46
Cetera Advisor Networks
California
$833K +$36K +666 +5%
PAG
47
Private Advisor Group
New Jersey
$802K -$307K -5,664 -29%
HB
48
Homrich & Berg
Georgia
$789K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$706K -$314K -5,804 -32%
IFWM
50
Institute for Wealth Management
Colorado
$603K – – –
1
2
3 4 5

DTD Hedge Fund Activity: Q1 2021 in Review

128 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2021, worth a combined $272M — up 5.1% from $259M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DTD positions and 8 closed out — a net gain of 7 holders — while 30 added to existing stakes and 39 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $10.4M. The largest seller was Connecticut Wealth Management, exiting entirely with an estimated $30.4M sold.

  • 128 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2021, up from 123 in Q4 2020.
  • Funds reported $272M of WisdomTree US Total Dividend Fund stock for Q1 2021, up 5.1% quarter-over-quarter.
  • 15 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2021 and 8 closed out, a net change of +7 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q1 2021 was HighTower Advisors, an estimated $10.4M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q1 2021 was Connecticut Wealth Management, an estimated $30.4M sold.

Based on aggregated 13F filings for Q1 2021.