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WisdomTree US Total Dividend Fund
DTD

180 hedge funds and large institutions have $518M invested in WisdomTree US Total Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 9

50% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 40

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

28% more capital invested

Capital invested by funds: $404M → $518M (+$114M)

15% more funds holding

Funds holding: 157 → 180 (+23)

3.6% more ownership

Funds ownership: 43.25% → 46.85% (+3.6%)

98% less call options, than puts

Call options by funds: $411K | Put options by funds: $26.8M

Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
2.89%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
37
Increased
60
Reduced
40
Closed
9
Calls
$411K
Puts
$26.8M
Net Calls
-$26.4M
Net Calls Change
-$26.9M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.08M
2
Bank of America
Bank of America
North Carolina
+$3.15M
3
Mariner
Mariner
Kansas
+$2.91M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.78M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.56M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$3.88M
2
MPW
MGO Private Wealth
California
-$3M
3
AWM
AE Wealth Management
Kansas
-$2.96M
4
Ameriprise
Ameriprise
Minnesota
-$1.61M
5
OFS
OneAscent Financial Services
Alabama
-$664K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$3.01M +$2.56M +42,712 +612%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.94M +$214K +3,563 +8%
Jane Street
28
Jane Street
New York
$2.91M -$181K -3,019 -6%
SPIA
29
Steward Partners Investment Advisory
New York
$2.82M -$20.4K -340 -0.7%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.64M +$223K +3,721 +9%
DWA
31
Dorsey Wright & Associates
California
$2.56M +$2.53M +42,224 New
TWD
32
True Wealth Design
Ohio
$2.43M +$2.4M +39,992 New
CAC
33
Certified Advisory Corp
Florida
$2.38M +$78.3K +1,305 +3%
Corient Private Wealth
34
Corient Private Wealth
Florida
$2.32M +$2.3M +38,332 New
SS
35
Sunbelt Securities
Texas
$2.27M +$207K +3,443 +10%
CAN
36
Cetera Advisor Networks
California
$2.24M +$257K +4,281 +13%
Creative Planning
37
Creative Planning
Kansas
$2.17M +$96.7K +1,611 +5%
CAGAS
38
Capital Advisory Group Advisory Services
Minnesota
$2.03M -$14.1K -235 -0.7%
JWCA
39
J.W. Cole Advisors
Florida
$1.91M +$386K +6,436 +26%
MLA
40
My Legacy Advisors
Oregon
$1.81M -$301K -5,018 -15%
AT
41
Arvest Trust
Oklahoma
$1.81M +$97.1K +1,618 +6%
AAS
42
Avantax Advisory Services
Texas
$1.69M -$27.6K -460 -2%
FTUS
43
Flow Traders U.S.
New York
$1.67M -$3.88M -64,593 -70%
LC
44
LCNB Corp
Ohio
$1.64M +$420K +7,000 +35%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$1.61M +$2.4K +40 +0.2%
GW
46
GW & Wade
Massachusetts
$1.57M +$180 +3 +0%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.51M +$194K +3,232 +15%
SG
48
Sharper & Granite
California
$1.42M +$1.4M +23,410 New
AI
49
Atria Investments
North Carolina
$1.41M +$1.39M +23,204 New
AC
50
Avant Capital
Louisiana
$1.39M -$74.2K -1,236 -5%
1
2
3 4 5

DTD Hedge Fund Activity: Q4 2022 in Review

180 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2022, worth a combined $518M — up 28% from $404M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DTD positions and 9 closed out — a net gain of 28 holders — while 60 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.08M. The largest seller was Flow Traders U.S., cutting an estimated $3.88M.

  • 180 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2022, up from 157 in Q3 2022.
  • Funds reported $518M of WisdomTree US Total Dividend Fund stock for Q4 2022, up 28% quarter-over-quarter.
  • 37 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2022 and 9 closed out, a net change of +28 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q4 2022 was Morgan Stanley, an estimated $5.08M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q4 2022 was Flow Traders U.S., an estimated $3.88M sold.

Based on aggregated 13F filings for Q4 2022.