We are live on ! Find out more
DTD icon

WisdomTree US Total Dividend Fund
DTD

197 hedge funds and large institutions have $695M invested in WisdomTree US Total Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,284% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $130K

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

53% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 45

9% more capital invested

Capital invested by funds: $637M → $695M (+$58.2M)

9% more funds holding

Funds holding: 181 → 197 (+16)

4.23% more ownership

Funds ownership: 47.59% → 51.82% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
197
Holders Change
+16
Holders Change %
+8.84%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
69
Reduced
45
Closed
8
Calls
$1.8M
Puts
$130K
Net Calls
+$1.67M
Net Calls Change
-$16.4M

Top Buyers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
+$22.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.29M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.89M
4
IAA
Independent Advisor Alliance
North Carolina
+$4.54M
5
SA
Sanctuary Advisors
Indiana
+$3.87M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.81M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.46M
3
NS
NBC Securities
Alabama
-$1.36M
4
BWP
Baldwin Wealth Partners
Massachusetts
-$1.21M
5
SFS
Sowell Financial Services
Arkansas
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.3M +$123K +1,579 +3%
SA
27
Sanctuary Advisors
Indiana
$4.25M +$3.87M +49,660 +1,166%
SPIA
28
Steward Partners Investment Advisory
New York
$3.74M +$46.6K +598 +1%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.69M +$37.5K +481 +1%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$3.54M -$797K -10,228 -18%
Osaic Holdings
31
Osaic Holdings
Arizona
$3.24M +$246K +3,161 +8%
AAS
32
Avantax Advisory Services
Texas
$3.11M -$262K -3,367 -8%
Corient Private Wealth
33
Corient Private Wealth
Florida
$2.85M -$511K -6,559 -15%
Creative Planning
34
Creative Planning
Kansas
$2.79M +$11.8K +152 +0.4%
Citadel Advisors
35
Citadel Advisors
Florida
$2.75M +$1.82M +23,332 +180%
MFG
36
Merit Financial Group
Georgia
$2.64M +$18.8K +241 +0.7%
CAC
37
Certified Advisory Corp
Florida
$2.59M +$9.82K +126 +0.4%
CAGAS
38
Capital Advisory Group Advisory Services
Minnesota
$2.52M +$14.9K +191 +0.6%
AC
39
Avant Capital
Louisiana
$2.28M +$2.34M +30,050 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$2.24M -$39.4K -506 -2%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$2.04M +$2.09M +26,842 New
LC
42
LCNB Corp
Ohio
$1.91M -$28.2K -362 -1%
ABTD
43
Arvest Bank Trust Division
Oklahoma
$1.55M -$696K -8,928 -30%
AIA
44
AssuredPartners Investment Advisors
Florida
$1.52M +$1.56M +19,993 New
SCG
45
Sonata Capital Group
Washington
$1.51M – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$1.51M +$220K +2,823 +17%
AI
47
Arvest Investments
Arkansas
$1.46M -$636K -8,157 -30%
CWM
48
Cherrydale Wealth Management
New Jersey
$1.4M +$7.87K +101 +0.6%
CCA
49
Clearwater Capital Advisors
Illinois
$1.39M -$70.6K -906 -5%
MPW
50
MGO Private Wealth
California
$1.38M -$129K -1,651 -8%
1
2
3 4 5

DTD Hedge Fund Activity: Q4 2024 in Review

197 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2024, worth a combined $695M — up 9.1% from $637M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DTD positions and 8 closed out — a net gain of 18 holders — while 69 added to existing stakes and 45 trimmed.

The largest buyer was Essential Planning, adding an estimated $22.4M. The largest seller was Goldman Sachs, cutting an estimated $1.81M.

  • 197 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2024, up from 181 in Q3 2024.
  • Funds reported $695M of WisdomTree US Total Dividend Fund stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 26 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2024 and 8 closed out, a net change of +18 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q4 2024 was Essential Planning, an estimated $22.4M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q4 2024 was Goldman Sachs, an estimated $1.81M sold.

Based on aggregated 13F filings for Q4 2024.