WisdomTree US Total Dividend Fund
151 hedge funds and large institutions have $382M invested in WisdomTree US Total Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 12 closing their positions.
125% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 12
38% more capital invested
Capital invested by funds: $277M → $382M (+$105M)
8% more funds holding
Funds holding: 140 → 151 (+11)
5% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 41
23.44% less ownership
Funds ownership: 59.79% → 36.35% (-23%)
38% less call options, than puts
Call options by funds: $667K | Put options by funds: $1.07M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.2M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.82M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.61M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$1.17M |
| 5 |
Jane Street
New York
|
+$985K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$3.74M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$1.74M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.09M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$989K |
| 5 |
LPL Financial
San Diego,
California
|
-$950K |
DTD Hedge Fund Activity: Q4 2021 in Review
151 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2021, worth a combined $382M — up 38% from $277M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DTD positions and 12 closed out — a net gain of 15 holders — while 43 added to existing stakes and 41 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15.2M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $3.74M sold.
- 151 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2021, up from 140 in Q3 2021.
- Funds reported $382M of WisdomTree US Total Dividend Fund stock for Q4 2021, up 38% quarter-over-quarter.
- 27 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2021 and 12 closed out, a net change of +15 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q4 2021 was Morgan Stanley, an estimated $15.2M added.
- The largest WisdomTree US Total Dividend Fund seller in Q4 2021 was Flow Traders U.S., an estimated $3.74M sold.
Based on aggregated 13F filings for Q4 2021.