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WisdomTree US Total Dividend Fund
DTD

140 hedge funds and large institutions have $277M invested in WisdomTree US Total Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

6% more funds holding

Funds holding: 132 → 140 (+8)

4% less capital invested

Capital invested by funds: $288M → $277M (-$10.2M)

1.64% less ownership

Funds ownership: 61.44% → 59.79% (-1.6%)

20% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.26M

Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
45
Reduced
32
Closed
7
Calls
$1.01M
Puts
$1.26M
Net Calls
-$246K
Net Calls Change
+$3.19M

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.84M
2
Bank of America
Bank of America
North Carolina
+$2.77M
3
Creative Planning
Creative Planning
Kansas
+$1.02M
4
FTUS
Flow Traders U.S.
New York
+$832K
5
Morgan Stanley
Morgan Stanley
New York
+$671K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$5.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.19M
3
LPL Financial
LPL Financial
California
-$2.41M
4
JWCA
J.W. Cole Advisors
Florida
-$656K
5
CAC
Certified Advisory Corp
Florida
-$654K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$517K +$196K +3,236 +58%
BP
52
Ballentine Partners
Massachusetts
$507K – – –
MIM
53
Moseley Investment Management
Florida
$488K – – –
BAM
54
Belpointe Asset Management
Nevada
$470K – – –
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$455K +$90.2K +1,492 +24%
GCA
56
Gradient Capital Advisors
California
$451K – – –
C
57
Certuity
Florida
$448K – – –
NFG
58
Next Financial Group
Texas
$448K +$42.1K +696 +10%
BTWM
59
Baker Tilly Wealth Management
Wisconsin
$446K – – –
Baird Financial Group
60
Baird Financial Group
Wisconsin
$435K – – –
VWA
61
V Wealth Advisors
Kansas
$432K +$7.5K +124 +2%
APA
62
American Portfolios Advisors
New York
$431K -$6.05K -100 -1%
JP Morgan Chase
63
JP Morgan Chase
New York
$421K -$24.2K -400 -5%
RJA
64
Raymond James & Associates
Florida
$403K -$10K -166 -2%
FLPIM
65
F.L. Putnam Investment Management
Massachusetts
$394K -$9.56K -158 -2%
APW
66
Aurora Private Wealth
New Jersey
$391K +$403K +6,662 New
WIC
67
Willis Investment Counsel
Georgia
$374K – – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$359K +$4.72K +78 +1%
HIM
69
Hotaling Investment Management
Pennsylvania
$345K – – –
CIAS
70
CFS Investment Advisory Services
New Jersey
$332K +$342K +5,652 New
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$324K -$3.15K -52 -0.9%
5L
72
55I LLC
Massachusetts
$324K +$86.9K +1,436 +35%
EP
73
EPIQ Partners
Minnesota
$317K -$133K -2,200 -29%
GWM
74
Geneos Wealth Management
Colorado
$305K – – –
CAM
75
Crestone Asset Management
Colorado
$301K – – –
1 2
3
4 5

DTD Hedge Fund Activity: Q3 2021 in Review

140 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2021, worth a combined $277M — down 3.5% from $288M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DTD positions and 7 closed out — a net gain of 10 holders — while 45 added to existing stakes and 32 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.84M. The largest seller was Citadel Advisors, cutting an estimated $5.1M.

  • 140 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2021, up from 132 in Q2 2021.
  • Funds reported $277M of WisdomTree US Total Dividend Fund stock for Q3 2021, down 3.5% quarter-over-quarter.
  • 17 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2021 and 7 closed out, a net change of +10 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q3 2021 was Susquehanna International Group, an estimated $2.84M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q3 2021 was Citadel Advisors, an estimated $5.1M sold.

Based on aggregated 13F filings for Q3 2021.