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WisdomTree US Total Dividend Fund
DTD

186 hedge funds and large institutions have $606M invested in WisdomTree US Total Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

6% more funds holding

Funds holding: 175 → 186 (+11)

5% more call options, than puts

Call options by funds: $7.45M | Put options by funds: $7.11M

0% more capital invested

Capital invested by funds: $605M → $606M (+$939K)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4.23% less ownership

Funds ownership: 53.51% → 49.28% (-4.2%)

21% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 61

Holders
186
Holders Change
+11
Holders Change %
+6.29%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
24
Increased
48
Reduced
61
Closed
12
Calls
$7.45M
Puts
$7.11M
Net Calls
+$345K
Net Calls Change
-$39.7M

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$19.9M
2
CAN
Cetera Advisor Networks
California
+$5M
3
MFG
Merit Financial Group
Georgia
+$3.09M
4
LPL Financial
LPL Financial
California
+$2.76M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$67.2M
2
Mariner
Mariner
Kansas
-$3.46M
3
Ameriprise
Ameriprise
Minnesota
-$1.93M
4
FRA
FFG Retirement Advisors
Colorado
-$1.32M
5
Bank of America
Bank of America
North Carolina
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
26
Merit Financial Group
Georgia
$3.15M +$3.09M +45,942 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.07M -$24.8K -369 -0.8%
AAS
28
Avantax Advisory Services
Texas
$2.99M +$247K +3,671 +9%
Goldman Sachs
29
Goldman Sachs
New York
$2.82M -$357K -5,316 -12%
BCM
30
Brookstone Capital Management
Illinois
$2.63M -$717K -10,665 -22%
Creative Planning
31
Creative Planning
Kansas
$2.57M – – –
CAGAS
32
Capital Advisory Group Advisory Services
Minnesota
$2.42M +$43.8K +652 +2%
CAC
33
Certified Advisory Corp
Florida
$2.39M -$86.6K -1,288 -4%
AT
34
Arvest Trust
Oklahoma
$2.31M -$84.7K -1,260 -4%
AI
35
Arvest Investments
Arkansas
$2.23M -$336K -4,998 -14%
MLA
36
My Legacy Advisors
Oregon
$2.16M -$238K -3,540 -10%
TWD
37
True Wealth Design
Ohio
$2.14M -$51.6K -767 -2%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$2.12M +$7.8K +116 +0.4%
LC
39
LCNB Corp
Ohio
$1.81M -$40.3K -600 -2%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$1.71M +$1.71M +25,418 New
CA
41
Cetera Advisors
Colorado
$1.66M +$520K +7,734 +49%
FIA
42
Foundations Investment Advisors
Arizona
$1.58M +$1.51M +22,410 New
AI
43
Atria Investments
North Carolina
$1.51M -$299K -4,450 -17%
MPW
44
MGO Private Wealth
California
$1.44M -$116K -1,733 -8%
SCG
45
Sonata Capital Group
Washington
$1.42M +$54.5K +811 +4%
CCA
46
Clearwater Capital Advisors
Illinois
$1.41M -$35.4K -527 -3%
SWP
47
Stratos Wealth Partners
Ohio
$1.41M +$55.2K +821 +4%
SG
48
Sharper & Granite
California
$1.41M -$62.5K -930 -4%
KIA
49
KLR Investment Advisors
Rhode Island
$1.4M -$231K -3,430 -14%
RJA
50
Raymond James & Associates
Florida
$1.37M +$71.2K +1,059 +6%
1
2
3 4 5

DTD Hedge Fund Activity: Q1 2024 in Review

186 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2024, worth a combined $606M — up 0.16% from $605M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DTD positions and 12 closed out — a net gain of 12 holders — while 48 added to existing stakes and 61 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $19.9M. The largest seller was Morgan Stanley, cutting an estimated $67.2M.

  • 186 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2024, up from 175 in Q4 2023.
  • Funds reported $606M of WisdomTree US Total Dividend Fund stock for Q1 2024, up 0.16% quarter-over-quarter.
  • 24 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2024 and 12 closed out, a net change of +12 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $19.9M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $67.2M sold.

Based on aggregated 13F filings for Q1 2024.