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WisdomTree US Total Dividend Fund
DTD

132 hedge funds and large institutions have $288M invested in WisdomTree US Total Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $272M → $288M (+$15.4M)

3% more funds holding

Funds holding: 128 → 132 (+4)

3.71% less ownership

Funds ownership: 65.14% → 61.44% (-3.7%)

18% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 39

77% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $4.45M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
32
Reduced
39
Closed
9
Calls
$1.01M
Puts
$4.45M
Net Calls
-$3.43M
Net Calls Change
-$691K

Top Buyers

Rank Fund Capital Flow
1
CWM
Connecticut Wealth Management
Connecticut
+$32.1M
2
CAN
Cetera Advisor Networks
California
+$5.14M
3
Bank of America
Bank of America
North Carolina
+$2.32M
4
JFS
JD Financial Services
Pennsylvania
+$2.31M
5
FTUS
Flow Traders U.S.
New York
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$15.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.68M
3
SPIA
Steward Partners Investment Advisory
New York
-$1.15M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$948K
5
Creative Planning
Creative Planning
Kansas
-$860K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$308K +$29.4K +500 +11%
CAM
77
Crestone Asset Management
Colorado
$304K -$25.3K -430 -8%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$301K – – –
Stifel Financial
79
Stifel Financial
Missouri
$300K -$64.4K -1,094 -18%
T
80
TRUADVICE
Florida
$287K +$63.4K +1,078 +29%
RFC
81
Regions Financial Corp
Alabama
$284K – – –
MSFS
82
Main Street Financial Solutions
Pennsylvania
$259K +$13.2K +224 +5%
RCAG
83
Rehmann Capital Advisory Group
Michigan
$252K – – –
LWAC
84
Laurel Wealth Advisors (California)
California
$252K +$706 +12 +0.3%
EH
85
Equitable Holdings
New York
$249K -$1.53K -26 -0.6%
BOS
86
Bingham Osborn & Scarborough
California
$244K – – –
5L
87
55I LLC
Massachusetts
$242K +$240K +4,086 New
IAN
88
Integrated Advisors Network
Texas
$239K – – –
BBW
89
Blue Barn Wealth
Utah
$236K +$235K +3,986 New
AA
90
AlphaMark Advisors
Kentucky
$229K -$11.6K -198 -5%
CMO
91
Covenant Multifamily Offices
Texas
$225K +$223K +3,794 New
TPWA
92
TRUE Private Wealth Advisors
Oregon
$224K – – –
BRWA
93
B. Riley Wealth Advisors
Florida
$212K – – –
AFG
94
Allegheny Financial Group
Pennsylvania
$211K +$209K +3,556 New
SCA
95
Stonebridge Capital Advisors
Minnesota
$209K +$106K +1,804 +100%
KFI
96
Key Financial Inc
Pennsylvania
$207K -$15.1K -256 -7%
QCM
97
Quest Capital Management
Texas
$201K +$200K +3,400 New
WWM
98
Windsor Wealth Management
Indiana
$201K +$200K +3,400 New
ASN
99
Advisory Services Network
Georgia
$185K +$184K +3,130 New
CA
100
Clearstead Advisors
Ohio
$152K – – –
2 3
4
5 6

DTD Hedge Fund Activity: Q2 2021 in Review

132 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2021, worth a combined $288M — up 5.7% from $272M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DTD positions and 9 closed out — a net gain of 7 holders — while 32 added to existing stakes and 39 trimmed.

The largest buyer was Connecticut Wealth Management, opening a new position worth an estimated $32.1M. The largest seller was LPL Financial, cutting an estimated $15.2M.

  • 132 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2021, up from 128 in Q1 2021.
  • Funds reported $288M of WisdomTree US Total Dividend Fund stock for Q2 2021, up 5.7% quarter-over-quarter.
  • 16 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2021 and 9 closed out, a net change of +7 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q2 2021 was Connecticut Wealth Management, an estimated $32.1M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q2 2021 was LPL Financial, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2021.