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WisdomTree US Total Dividend Fund
DTD

162 hedge funds and large institutions have $410M invested in WisdomTree US Total Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

35% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 40

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

7% more capital invested

Capital invested by funds: $382M → $410M (+$28M)

7% more funds holding

Funds holding: 151 → 162 (+11)

3.79% more ownership

Funds ownership: 36.35% → 40.14% (+3.8%)

23% less call options, than puts

Call options by funds: $1.31M | Put options by funds: $1.69M

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
54
Reduced
40
Closed
6
Calls
$1.31M
Puts
$1.69M
Net Calls
-$385K
Net Calls Change
+$16K

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$22.9M
2
Wells Fargo
Wells Fargo
California
+$12.8M
3
Bank of America
Bank of America
North Carolina
+$6.74M
4
Ameriprise
Ameriprise
Minnesota
+$5.4M
5
AIA
Arrow Investment Advisors
Maryland
+$4.86M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$7.67M
2
6F
626 Financial
Michigan
-$4.17M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.16M
4
PFG
Pinnacle Financial Group
Illinois
-$1.24M
5
SFS
Sowell Financial Services
Arkansas
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.75M -$463K -7,283 -15%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.49M +$50.5K +794 +2%
RC
28
RegentAtlantic Capital
New Jersey
$2.42M – – –
CAC
29
Certified Advisory Corp
Florida
$2.37M -$31.2K -491 -1%
CAGAS
30
Capital Advisory Group Advisory Services
Minnesota
$2.16M +$182K +2,858 +9%
GVAG
31
Great Valley Advisor Group
Delaware
$1.96M -$1.07M -16,828 -36%
SS
32
Sunbelt Securities
Texas
$1.83M +$803K +12,617 +82%
GW
33
GW & Wade
Massachusetts
$1.69M -$38.6K -607 -2%
AAS
34
Avantax Advisory Services
Texas
$1.61M -$36K -565 -2%
PAG
35
Private Advisor Group
New Jersey
$1.55M +$407K +6,400 +36%
AC
36
Avant Capital
Louisiana
$1.51M -$38.7K -608 -3%
CCA
37
Clearwater Capital Advisors
Illinois
$1.48M -$9.67K -152 -0.7%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$1.46M -$28.1K -441 -2%
William Blair & Company
39
William Blair & Company
Illinois
$1.44M +$382 +6 +0%
JWA
40
JFS Wealth Advisors
Pennsylvania
$1.26M -$34.6K -544 -3%
EWM
41
Evercore Wealth Management
New York
$1.22M – – –
SCG
42
Sonata Capital Group
Washington
$1.2M – – –
CA
43
Cetera Advisors
Colorado
$1.15M -$283K -4,451 -20%
KCM
44
Kendall Capital Management
Maryland
$1.14M -$146K -2,300 -12%
LC
45
LCNB Corp
Ohio
$1.14M – – –
SWP
46
Stratos Wealth Partners
Ohio
$1.12M +$30K +471 +3%
CWM
47
Cherrydale Wealth Management
New Jersey
$1.11M +$4.07K +64 +0.4%
AT
48
Arvest Trust
Oklahoma
$1.1M -$152K -2,390 -12%
JWCA
49
J.W. Cole Advisors
Florida
$1.1M +$87.4K +1,373 +9%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$1.07M +$3.82K +60 +0.4%
1
2
3 4 5

DTD Hedge Fund Activity: Q1 2022 in Review

162 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2022, worth a combined $410M — up 7.3% from $382M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DTD positions and 6 closed out — a net gain of 14 holders — while 54 added to existing stakes and 40 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $22.9M. The largest seller was LPL Financial, cutting an estimated $7.67M.

  • 162 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2022, up from 151 in Q4 2021.
  • Funds reported $410M of WisdomTree US Total Dividend Fund stock for Q1 2022, up 7.3% quarter-over-quarter.
  • 20 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2022 and 6 closed out, a net change of +14 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $22.9M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q1 2022 was LPL Financial, an estimated $7.67M sold.

Based on aggregated 13F filings for Q1 2022.