WisdomTree US Total Dividend Fund
180 hedge funds and large institutions have $518M invested in WisdomTree US Total Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 9 closing their positions.
311% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 9
50% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 40
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
28% more capital invested
Capital invested by funds: $404M → $518M (+$114M)
15% more funds holding
Funds holding: 157 → 180 (+23)
3.6% more ownership
Funds ownership: 43.25% → 46.85% (+3.6%)
98% less call options, than puts
Call options by funds: $411K | Put options by funds: $26.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.08M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.15M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$2.91M |
| 4 |
Bank of New York Mellon
New York
|
+$2.78M |
| 5 |
JP Morgan Chase
New York
|
+$2.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$3.88M |
| 2 |
MPW
MGO Private Wealth
Irvine,
California
|
-$3M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.96M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.61M |
| 5 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$664K |
DTD Hedge Fund Activity: Q4 2022 in Review
180 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2022, worth a combined $518M — up 28% from $404M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new DTD positions and 9 closed out — a net gain of 28 holders — while 60 added to existing stakes and 40 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.08M. The largest seller was Flow Traders U.S., cutting an estimated $3.88M.
- 180 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2022, up from 157 in Q3 2022.
- Funds reported $518M of WisdomTree US Total Dividend Fund stock for Q4 2022, up 28% quarter-over-quarter.
- 37 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2022 and 9 closed out, a net change of +28 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q4 2022 was Morgan Stanley, an estimated $5.08M added.
- The largest WisdomTree US Total Dividend Fund seller in Q4 2022 was Flow Traders U.S., an estimated $3.88M sold.
Based on aggregated 13F filings for Q4 2022.