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WisdomTree US Total Dividend Fund
DTD

169 hedge funds and large institutions have $496M invested in WisdomTree US Total Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 49

0.62% less ownership

Funds ownership: 46.85% → 46.24% (-0.62%)

4% less capital invested

Capital invested by funds: $518M → $496M (-$21.5M)

6% less funds holding

Funds holding: 180 → 169 (-11)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

98% less call options, than puts

Call options by funds: $382K | Put options by funds: $21.6M

Holders
169
Holders Change
-11
Holders Change %
-6.11%
% of All Funds
2.69%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
13
Increased
49
Reduced
49
Closed
19
Calls
$382K
Puts
$21.6M
Net Calls
-$21.3M
Net Calls Change
+$5.11M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$9.89M
2
Morgan Stanley
Morgan Stanley
New York
+$3.87M
3
LPL Financial
LPL Financial
California
+$2.69M
4
VPP
Vertex Planning Partners
Illinois
+$1.4M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$10M
2
AIA
Arrow Investment Advisors
Maryland
-$6.92M
3
CWM
Connecticut Wealth Management
Connecticut
-$3.22M
4
MPW
MGO Private Wealth
California
-$3.16M
5
DWA
Dorsey Wright & Associates
California
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
26
Certified Advisory Corp
Florida
$2.46M +$90.8K +1,487 +4%
CAN
27
Cetera Advisor Networks
California
$2.38M +$139K +2,277 +6%
Corient Private Wealth
28
Corient Private Wealth
Florida
$2.32M – – –
AT
29
Arvest Trust
Oklahoma
$2.31M +$506K +8,279 +28%
SS
30
Sunbelt Securities
Texas
$2.25M +$11.4K +187 +0.5%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.24M +$730K +11,955 +48%
Creative Planning
32
Creative Planning
Kansas
$2.16M -$8.13K -133 -0.4%
TWD
33
True Wealth Design
Ohio
$2.1M -$322K -5,263 -13%
CAGAS
34
Capital Advisory Group Advisory Services
Minnesota
$2.04M +$15.4K +252 +0.8%
MLA
35
My Legacy Advisors
Oregon
$2M +$244K +3,992 +14%
JWCA
36
J.W. Cole Advisors
Florida
$1.7M -$210K -3,445 -11%
AAS
37
Avantax Advisory Services
Texas
$1.67M -$13.6K -223 -0.8%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$1.65M +$1.28M +20,907 +332%
LC
39
LCNB Corp
Ohio
$1.64M +$2.26K +37 +0.1%
AC
40
Avant Capital
Louisiana
$1.63M +$243K +3,973 +17%
MPW
41
MGO Private Wealth
California
$1.63M -$3.16M -51,735 -66%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$1.59M -$17.8K -292 -1%
GW
43
GW & Wade
Massachusetts
$1.57M +$122 +2 +0%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.45M -$2.16M -35,432 -60%
KIA
45
KLR Investment Advisors
Rhode Island
$1.42M +$50.1K +820 +4%
SG
46
Sharper & Granite
California
$1.42M – – –
CPRC
47
Consolidated Portfolio Review Corp
New York
$1.31M +$1.32M +21,629 New
CCA
48
Clearwater Capital Advisors
Illinois
$1.29M -$55.3K -906 -4%
William Blair & Company
49
William Blair & Company
Illinois
$1.22M – – –
EWM
50
Evercore Wealth Management
New York
$1.15M – – –
1
2
3 4 5

DTD Hedge Fund Activity: Q1 2023 in Review

169 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2023, worth a combined $496M — down 4.1% from $518M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of DTD and 13 opened new positions — a net loss of 6 holders — while 49 trimmed existing stakes and 49 added.

The largest buyer was Bank of America, adding an estimated $9.89M. The largest seller was Wells Fargo, cutting an estimated $10M.

  • 169 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2023, down from 180 in Q4 2022.
  • Funds reported $496M of WisdomTree US Total Dividend Fund stock for Q1 2023, down 4.1% quarter-over-quarter.
  • 13 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2023 and 19 closed out, a net change of -6 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q1 2023 was Bank of America, an estimated $9.89M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q1 2023 was Wells Fargo, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2023.