DTD icon

WisdomTree US Total Dividend Fund
DTD

Overview Fund Activity

132 hedge funds and large institutions have $288M invested in WisdomTree US Total Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
32
Reduced
39
Closed
9
Calls
$1.01M
Puts
$4.45M
Net Calls
-$3.43M
Net Calls Change
-$691K

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$32.4M
2
CAN
2
Cetera Advisor Networks
California
$6.05M
3
Bank of America
3
Bank of America
North Carolina
$65.7M
4
JFS
4
JD Financial Services
Pennsylvania
$4M
5
FTUS
5
Flow Traders U.S.
New York
$2.96M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$35M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$0
4
SPIA
4
Steward Partners Investment Advisory
New York
$2.61M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.88M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$1.55M 13,102 -287 -2%
SPC
27
Sigma Planning Corp
Michigan
$1.48M 12,516 +612 +5%
CCA
28
Clearwater Capital Advisors
Illinois
$1.46M 12,278 -40 -0.3%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.42M 11,962 -3,041 -20%
KCM
30
Kendall Capital Management
Maryland
$1.34M 11,340 -500 -4%
William Blair & Company
31
William Blair & Company
Illinois
$1.32M 11,134 -45 -0.4%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.31M 11,090 +64 +0.6%
CAGAS
33
Capital Advisory Group Advisory Services
Minnesota
$1.28M 10,800 +580 +6%
GW
34
GW & Wade
Massachusetts
$1.26M 10,632 -77 -0.7%
JWA
35
JFS Wealth Advisors
Pennsylvania
$1.25M 10,568 -309 -3%
CA
36
Cetera Advisors
Colorado
$1.2M 10,131 +820 +9%
EWM
37
Evercore Wealth Management
New York
$1.12M 9,450 – –
LC
38
LCNB Corp
Ohio
$1.12M 9,419 -200 -2%
SCG
39
Sonata Capital Group
Washington
$1.1M 9,320 – –
PAG
40
Private Advisor Group
New Jersey
$1.07M 8,993 +1,896 +27%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$979K 8,261 – –
Ameriprise
42
Ameriprise
Minnesota
$965K 8,147 +3,790 +87%
SWM
43
Spire Wealth Management
Virginia
$905K 7,634 +10 +0.1%
SWP
44
Stratos Wealth Partners
Ohio
$891K 7,521 -532 -7%
HB
45
Homrich & Berg
Georgia
$827K 6,976 – –
CIC
46
Cutler Investment Counsel
Oregon
$798K 6,739 -901 -12%
Jane Street
47
Jane Street
New York
$763K 6,437 -4,207 -40%
SS
48
Sunbelt Securities
Texas
$756K 6,319 +3,372 +114%
JWCA
49
J.W. Cole Advisors
Florida
$656K 5,539 +877 +19%
IFWM
50
Institute for Wealth Management
Colorado
$632K 5,332 – –
1
2
3 4 5