DTD icon

WisdomTree US Total Dividend Fund
DTD

Overview Fund Activity

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.

Holders
177
Holders Change
-9
Holders Change %
-4.84%
% of All Funds
2.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
8
Increased
55
Reduced
61
Closed
13
Calls
$31.3M
Puts
$27.1M
Net Calls
+$4.12M
Net Calls Change
+$3.78M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$6.07M
2
LPL Financial
2
LPL Financial
California
$45.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$79.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.25M
5
CPRC
5
Consolidated Portfolio Review Corp
New York
$965K

Top Sellers

1
VPP
1
Vertex Planning Partners
Illinois
$6.73M
2
BCM
2
Brookstone Capital Management
Illinois
$1.65M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.35M
4
AI
4
Atria Investments
North Carolina
$456K
5
CA
5
Claro Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VCP
51
Verus Capital Partners
Arizona
$1.2M 16,987 +666 +4%
William Blair & Company
52
William Blair & Company
Illinois
$1.18M 16,724 – –
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$1.17M 16,459 +30 +0.2%
SWP
54
Stratos Wealth Partners
Ohio
$1.16M 16,390 -3,548 -18%
PAG
55
Private Advisor Group
New Jersey
$1.16M 16,370 -923 -5%
JWA
56
JFS Wealth Advisors
Pennsylvania
$1.16M 16,315 +9 +0.1%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$1.13M 15,916 +266 +2%
SFS
58
Sowell Financial Services
Arkansas
$1.03M 14,581 -782 -5%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$1.02M 14,462 +4,282 +42%
NS
60
NBC Securities
Alabama
$1.01M 14,201 +32 +0.2%
CPRC
61
Consolidated Portfolio Review Corp
New York
$965K 13,627 +13,627 New
AWS
62
Atria Wealth Solutions
New York
$947K 13,376 +2,881 +27%
PIAS
63
PCA Investment Advisory Services
Ohio
$942K 13,293 – –
HWM
64
HB Wealth Management
Georgia
$913K 12,885 +5 +0%
Mariner
65
Mariner
Kansas
$901K 12,724 – –
SWM
66
Spire Wealth Management
Virginia
$843K 11,900 +23 +0.2%
IFWM
67
Institute for Wealth Management
Colorado
$828K 11,693 – –
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$828K 11,687 -7,559 -39%
KCM
69
Kendall Capital Management
Maryland
$785K 11,080 -1,000 -8%
WTC
70
WhitTier Trust Company
Nevada
$758K 10,707 +240 +2%
SS
71
Sunbelt Securities
Texas
$744K 10,503 -2,591 -20%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$685K 9,665 -633 -6%
RCM
73
RMR Capital Management
California
$676K 9,542 +8 +0.1%
CIC
74
Cutler Investment Counsel
Oregon
$672K 9,484 -198 -2%
PAS
75
Park Avenue Securities
New York
$647K 9,133 +182 +2%
1 2
3
4 5