DTD icon

WisdomTree US Total Dividend Fund
DTD

Overview Fund Activity

174 hedge funds and large institutions have $494M invested in WisdomTree US Total Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
174
Holders Change
+5
Holders Change %
+2.96%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
19
Increased
46
Reduced
57
Closed
14
Calls
$2.15M
Puts
$6.37M
Net Calls
-$4.22M
Net Calls Change
+$34.1M

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$12.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$59.8M
3
PFO
3
Pathstone Family Office
New Jersey
$3.74M
4
LPL Financial
4
LPL Financial
California
$32.4M
5
Bank of America
5
Bank of America
North Carolina
$121M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.11M
2
RWA
2
Rooted Wealth Advisors
Illinois
$504K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$921K
4
Jane Street
4
Jane Street
New York
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
51
William Blair & Company
Illinois
$1.2M 19,896 -250 -1%
CA
52
Claro Advisors
Massachusetts
$1.14M 18,946 -57 -0.3%
EWM
53
Evercore Wealth Management
New York
$1.14M 18,900 – –
SCG
54
Sonata Capital Group
Washington
$1.12M 18,620 – –
CWM
55
Cherrydale Wealth Management
New Jersey
$1.08M 17,932 +114 +0.6%
RJA
56
Raymond James & Associates
Florida
$1.06M 17,624 +514 +3%
SWP
57
Stratos Wealth Partners
Ohio
$1.04M 17,358 +429 +3%
JWA
58
JFS Wealth Advisors
Pennsylvania
$986K 16,394 -772 -4%
SPC
59
Sigma Planning Corp
Michigan
$952K 15,825 -76 -0.5%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$933K 15,514 +15,514 New
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$921K 15,313 -51,181 -77%
AWS
62
Atria Wealth Solutions
New York
$919K 15,274 +1,280 +9%
MWM
63
Maripau Wealth Management
Indiana
$887K 14,742 +1,829 +14%
VCP
64
Verus Capital Partners
Arizona
$876K 14,566 +846 +6%
ERWM
65
Elk River Wealth Management
Colorado
$855K 14,209 – –
HWM
66
HB Wealth Management
Georgia
$839K 13,952 – –
PIAS
67
PCA Investment Advisory Services
Ohio
$832K 13,821 – –
AWM
68
Avior Wealth Management
Nebraska
$806K 13,399 +687 +5%
KCM
69
Kendall Capital Management
Maryland
$787K 13,080 -3,000 -19%
AWM
70
AE Wealth Management
Kansas
$745K 12,375 +240 +2%
IFWM
71
Institute for Wealth Management
Colorado
$724K 12,037 -319 -3%
SWM
72
Spire Wealth Management
Virginia
$718K 11,930 -96 -0.8%
CA
73
Cetera Advisors
Colorado
$689K 11,451 -3,518 -24%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$685K 11,381 -65 -0.6%
WTC
75
WhitTier Trust Company
Nevada
$630K 10,467 – –
1 2
3
4 5