DTD icon

WisdomTree US Total Dividend Fund
DTD

Overview Fund Activity

165 hedge funds and large institutions have $419M invested in WisdomTree US Total Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
17
Increased
59
Reduced
40
Closed
14
Calls
$2.42M
Puts
$1.4M
Net Calls
+$1.02M
Net Calls Change
+$1.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$87.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.2M
3
Wells Fargo
3
Wells Fargo
California
$29.7M
4
Ameriprise
4
Ameriprise
Minnesota
$10.9M
5
LPL Financial
5
LPL Financial
California
$28.2M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$327K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$399K
3
Creative Planning
3
Creative Planning
Kansas
$2.08M
4
AT
4
American Trust
Kentucky
$0
5
WWM
5
Windsor Wealth Management
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$1.05M 18,066 +3,086 +21%
KCM
52
Kendall Capital Management
Maryland
$1.02M 17,580 – –
CWM
53
Cherrydale Wealth Management
New Jersey
$1M 17,344 +131 +0.8%
CA
54
Cetera Advisors
Colorado
$1M 17,328 -414 -2%
SPC
55
Sigma Planning Corp
Michigan
$841K 14,519 +4,948 +52%
CIC
56
Cutler Investment Counsel
Oregon
$826K 14,257 +168 +1%
HWM
57
HB Wealth Management
Georgia
$820K 14,153 +201 +1%
SWM
58
Spire Wealth Management
Virginia
$770K 13,305 +28 +0.2%
TRCT
59
Tower Research Capital (TRC)
New York
$701K 12,101 +4,699 +63%
IFWM
60
Institute for Wealth Management
Colorado
$697K 12,030 -75 -0.6%
NSAM
61
North Star Asset Management
Wisconsin
$682K 11,776 +2,322 +25%
SCFS
62
S.C. Financial Services
Arizona
$652K 11,254 +6,243 +125%
OFS
63
OneAscent Financial Services
Alabama
$639K 11,035 +11,035 New
WTC
64
WhitTier Trust Company
Nevada
$606K 10,467 – –
Mariner
65
Mariner
Kansas
$600K 10,352 -1,466 -12%
BAM
66
Belpointe Asset Management
Nevada
$586K 10,128 +2,364 +30%
BP
67
Ballentine Partners
Massachusetts
$500K 8,640 – –
CA
68
CoreCap Advisors
Michigan
$497K 8,583 -788 -8%
Stifel Financial
69
Stifel Financial
Missouri
$496K 8,563 -200 -2%
ASN
70
Advisory Services Network
Georgia
$465K 8,030 – –
TB
71
Treynor Bancshares
Iowa
$452K 7,800 – –
AWA
72
Amplius Wealth Advisors
Pennsylvania
$445K 7,686 -3,406 -31%
GCA
73
Gradient Capital Advisors
California
$445K 7,686 – –
VWA
74
V Wealth Advisors
Kansas
$433K 7,471 +46 +0.6%
OPPS
75
Obsidian Personal Planning Solutions
Maryland
$428K 7,392 +7,392 New
1 2
3
4 5