We are live on ! Find out more
DTD icon

WisdomTree US Total Dividend Fund
DTD

128 hedge funds and large institutions have $272M invested in WisdomTree US Total Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

5% more capital invested

Capital invested by funds: $259M → $272M (+$13.2M)

4% more funds holding

Funds holding: 123 → 128 (+5)

2.3% more ownership

Funds ownership: 62.84% → 65.14% (+2.3%)

23% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 39

88% less call options, than puts

Call options by funds: $386K | Put options by funds: $3.13M

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
30
Reduced
39
Closed
8
Calls
$386K
Puts
$3.13M
Net Calls
-$2.74M
Net Calls Change
-$3.83M

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$10.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.39M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.49M
4
LPL Financial
LPL Financial
California
+$2.34M
5
Bank of America
Bank of America
North Carolina
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
CWM
Connecticut Wealth Management
Connecticut
-$30.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.22M
3
T
TRUADVICE
Florida
-$3.62M
4
Jane Street
Jane Street
New York
-$3.35M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
76
Next Financial Group
Texas
$345K -$1.41K -26 -0.4%
SS
77
Sunbelt Securities
Texas
$333K +$319K +5,894 New
HIM
78
Hotaling Investment Management
Pennsylvania
$332K – – –
CAM
79
Crestone Asset Management
Colorado
$314K – – –
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$288K – – –
RFC
81
Regions Financial Corp
Alabama
$271K – – –
GWM
82
Geneos Wealth Management
Colorado
$271K +$18.9K +350 +8%
RCAG
83
Rehmann Capital Advisory Group
Michigan
$240K -$21.3K -394 -8%
LWAC
84
Laurel Wealth Advisors (California)
California
$240K +$433 +8 +0.2%
EH
85
Equitable Holdings
New York
$239K +$108 +2 +0%
MSFS
86
Main Street Financial Solutions
Pennsylvania
$235K +$216 +4 +0.1%
BOS
87
Bingham Osborn & Scarborough
California
$233K – – –
AA
88
AlphaMark Advisors
Kentucky
$230K +$29.9K +552 +16%
IAN
89
Integrated Advisors Network
Texas
$228K +$218K +4,032 New
T
90
TRUADVICE
Florida
$216K -$3.62M -66,912 -95%
TPWA
91
TRUE Private Wealth Advisors
Oregon
$214K – – –
MHS
92
M Holdings Securities
Oregon
$214K +$205K +3,784 New
KFI
93
Key Financial Inc
Pennsylvania
$209K +$866 +16 +0.4%
BRWA
94
B. Riley Wealth Advisors
Florida
$203K +$194K +3,578 New
CA
95
Clearstead Advisors
Ohio
$145K – – –
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$145K – – –
BFG
97
Baron Financial Group
New Jersey
$136K -$21.6K -400 -14%
HI
98
Harbour Investments
Wisconsin
$119K +$114K +2,100 New
PA
99
Parallel Advisors
California
$113K – – –
SBSB
100
Sullivan, Bruyette, Speros & Blaney
Virginia
$113K – – –
2 3
4
5 6

DTD Hedge Fund Activity: Q1 2021 in Review

128 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2021, worth a combined $272M — up 5.1% from $259M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DTD positions and 8 closed out — a net gain of 7 holders — while 30 added to existing stakes and 39 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $10.4M. The largest seller was Connecticut Wealth Management, exiting entirely with an estimated $30.4M sold.

  • 128 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2021, up from 123 in Q4 2020.
  • Funds reported $272M of WisdomTree US Total Dividend Fund stock for Q1 2021, up 5.1% quarter-over-quarter.
  • 15 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2021 and 8 closed out, a net change of +7 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q1 2021 was HighTower Advisors, an estimated $10.4M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q1 2021 was Connecticut Wealth Management, an estimated $30.4M sold.

Based on aggregated 13F filings for Q1 2021.