DTD icon

WisdomTree US Total Dividend Fund
DTD

Overview Fund Activity

169 hedge funds and large institutions have $496M invested in WisdomTree US Total Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-11
Holders Change %
-6.11%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
13
Increased
49
Reduced
49
Closed
19
Calls
$382K
Puts
$21.6M
Net Calls
-$21.3M
Net Calls Change
+$5.11M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$9.81M
2
Morgan Stanley
Morgan Stanley
New York
+$3.84M
3
LPL Financial
LPL Financial
California
+$2.67M
4
VPP
Vertex Planning Partners
Illinois
+$1.39M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.27M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$9.96M
2
AIA
Arrow Investment Advisors
Maryland
-$6.92M
3
CWM
Connecticut Wealth Management
Connecticut
-$3.19M
4
MPW
MGO Private Wealth
California
-$3.13M
5
DWA
Dorsey Wright & Associates
California
-$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCG
51
Sonata Capital Group
Washington
$1.13M – – –
RJA
52
Raymond James & Associates
Florida
$1.08M +$197K +3,246 +22%
CWM
53
Cherrydale Wealth Management
New Jersey
$1.07M +$6.48K +107 +0.6%
SWP
54
Stratos Wealth Partners
Ohio
$1.06M +$37.2K +614 +4%
JWA
55
JFS Wealth Advisors
Pennsylvania
$1.04M -$2.48K -41 -0.2%
PAG
56
Private Advisor Group
New Jersey
$1.03M -$156K -2,568 -13%
Jane Street
57
Jane Street
New York
$1.02M -$1.89M -31,131 -65%
KCM
58
Kendall Capital Management
Maryland
$974K -$90.9K -1,500 -9%
SPC
59
Sigma Planning Corp
Michigan
$963K +$135K +2,230 +16%
CA
60
Cetera Advisors
Colorado
$956K -$36.6K -604 -4%
ERWM
61
Elk River Wealth Management
Colorado
$861K – – –
HWM
62
HB Wealth Management
Georgia
$845K – – –
CA
63
Claro Advisors
Massachusetts
$842K +$289K +4,763 +52%
PIAS
64
PCA Investment Advisory Services
Ohio
$839K +$839K +13,846 New
VCP
65
Verus Capital Partners
Arizona
$795K +$198K +3,261 +33%
IFWM
66
Institute for Wealth Management
Colorado
$749K – – –
AWM
67
AE Wealth Management
Kansas
$742K -$39.4K -650 -5%
SWM
68
Spire Wealth Management
Virginia
$727K +$96.5K +1,593 +15%
NSAM
69
North Star Asset Management
Wisconsin
$715K -$441K -7,273 -38%
AWM
70
Avior Wealth Management
Nebraska
$690K +$690K +11,388 New
WTC
71
WhitTier Trust Company
Nevada
$634K – – –
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$590K +$233K +3,845 +65%
AWA
73
Alta Wealth Advisors
Massachusetts
$567K +$116K +1,907 +26%
CIC
74
Cutler Investment Counsel
Oregon
$564K -$286K -4,715 -34%
Goldman Sachs
75
Goldman Sachs
New York
$545K -$35.5K -586 -6%
1 2
3
4 5