WisdomTree US Total Dividend Fund
177 hedge funds and large institutions have $581M invested in WisdomTree US Total Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 13 closing their positions.
15% more call options, than puts
Call options by funds: $31.3M | Put options by funds: $27.1M
4% less capital invested
Capital invested by funds: $606M → $581M (-$24.9M)
10% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 61
1.99% less ownership
Funds ownership: 49.28% → 47.29% (-2%)
5% less funds holding
Funds holding: 186 → 177 (-9)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$4.79M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.34M |
| 3 |
Morgan Stanley
New York
|
+$2.22M |
| 4 |
Bank of New York Mellon
New York
|
+$1.83M |
| 5 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
+$948K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VPP
Vertex Planning Partners
Downers Grove,
Illinois
|
-$7.43M |
| 2 |
JP Morgan Chase
New York
|
-$1.07M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.04M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.04M |
| 5 |
CA
Claro Advisors
Boston,
Massachusetts
|
-$919K |
DTD Hedge Fund Activity: Q2 2024 in Review
177 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2024, worth a combined $581M — down 4.1% from $606M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of DTD and 8 opened new positions — a net loss of 5 holders — while 61 trimmed existing stakes and 55 added.
The largest buyer was Citadel Advisors, adding an estimated $4.79M. The largest seller was Vertex Planning Partners, cutting an estimated $7.43M.
- 177 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2024, down from 186 in Q1 2024.
- Funds reported $581M of WisdomTree US Total Dividend Fund stock for Q2 2024, down 4.1% quarter-over-quarter.
- 8 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2024 and 13 closed out, a net change of -5 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q2 2024 was Citadel Advisors, an estimated $4.79M added.
- The largest WisdomTree US Total Dividend Fund seller in Q2 2024 was Vertex Planning Partners, an estimated $7.43M sold.
Based on aggregated 13F filings for Q2 2024.