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WisdomTree US Total Dividend Fund
DTD

181 hedge funds and large institutions have $637M invested in WisdomTree US Total Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $12.8M

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

10% more capital invested

Capital invested by funds: $581M → $637M (+$55.5M)

2% more funds holding

Funds holding: 177 → 181 (+4)

0.3% more ownership

Funds ownership: 47.29% → 47.59% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
181
Holders Change
+4
Holders Change %
+2.26%
% of All Funds
2.6%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
49
Reduced
57
Closed
14
Calls
$30.8M
Puts
$12.8M
Net Calls
+$18.1M
Net Calls Change
+$13.9M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.12M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.96M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.7M
4
FIA
Foundations Investment Advisors
Arizona
+$2.12M
5
BWP
Baldwin Wealth Partners
Massachusetts
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$5.35M
2
TWD
True Wealth Design
Ohio
-$2.11M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.86M
4
MLA
My Legacy Advisors
Oregon
-$1.27M
5
PFG
Pinnacle Financial Group
Illinois
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.7M -$95.8K -1,301 -3%
AAS
27
Avantax Advisory Services
Texas
$3.4M -$42K -570 -1%
Corient Private Wealth
28
Corient Private Wealth
Florida
$3.38M -$165K -2,245 -5%
Osaic Holdings
29
Osaic Holdings
Arizona
$3.03M +$108K +1,466 +4%
Creative Planning
30
Creative Planning
Kansas
$2.81M +$26.9K +366 +1%
MFG
31
Merit Financial Group
Georgia
$2.65M -$826K -11,224 -25%
CAC
32
Certified Advisory Corp
Florida
$2.61M +$7.95K +108 +0.3%
Goldman Sachs
33
Goldman Sachs
New York
$2.56M -$94.8K -1,288 -4%
CAGAS
34
Capital Advisory Group Advisory Services
Minnesota
$2.53M -$11.5K -156 -0.5%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$2.3M -$6.55K -89 -0.3%
ABTD
36
Arvest Bank Trust Division
Oklahoma
$2.25M +$2.16M +29,335 New
AI
37
Arvest Investments
Arkansas
$2.1M -$225K -3,051 -10%
LC
38
LCNB Corp
Ohio
$1.95M – – –
SCG
39
Sonata Capital Group
Washington
$1.53M -$11.8K -160 -0.8%
MPW
40
MGO Private Wealth
California
$1.52M -$23K -312 -2%
CCA
41
Clearwater Capital Advisors
Illinois
$1.47M -$9.2K -125 -0.6%
BWP
42
Baldwin Wealth Partners
Massachusetts
$1.45M +$1.39M +18,853 New
CWM
43
Cherrydale Wealth Management
New Jersey
$1.41M +$7.21K +98 +0.5%
RJA
44
Raymond James & Associates
Florida
$1.35M +$44K +598 +4%
NS
45
NBC Securities
Alabama
$1.34M +$243K +3,302 +23%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$1.31M +$2.43K +33 +0.2%
VCP
47
Verus Capital Partners
Arizona
$1.3M -$2.43K -33 -0.2%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$1.27M +$51.6K +701 +4%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$1.26M +$2.06K +28 +0.2%
SWP
50
Stratos Wealth Partners
Ohio
$1.26M -$957 -13 -0.1%
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DTD Hedge Fund Activity: Q3 2024 in Review

181 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2024, worth a combined $637M — up 9.5% from $581M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DTD positions and 14 closed out — a net gain of 6 holders — while 49 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.12M. The largest seller was Citadel Advisors, cutting an estimated $5.35M.

  • 181 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2024, up from 177 in Q2 2024.
  • Funds reported $637M of WisdomTree US Total Dividend Fund stock for Q3 2024, up 9.5% quarter-over-quarter.
  • 20 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2024 and 14 closed out, a net change of +6 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q3 2024 was Morgan Stanley, an estimated $5.12M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q3 2024 was Citadel Advisors, an estimated $5.35M sold.

Based on aggregated 13F filings for Q3 2024.