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WisdomTree US Total Dividend Fund
DTD

140 hedge funds and large institutions have $277M invested in WisdomTree US Total Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

6% more funds holding

Funds holding: 132 → 140 (+8)

4% less capital invested

Capital invested by funds: $288M → $277M (-$10.2M)

1.64% less ownership

Funds ownership: 61.44% → 59.79% (-1.6%)

20% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.26M

Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
45
Reduced
32
Closed
7
Calls
$1.01M
Puts
$1.26M
Net Calls
-$246K
Net Calls Change
+$3.19M

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.84M
2
Bank of America
Bank of America
North Carolina
+$2.77M
3
Creative Planning
Creative Planning
Kansas
+$1.02M
4
FTUS
Flow Traders U.S.
New York
+$832K
5
Morgan Stanley
Morgan Stanley
New York
+$671K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$5.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.19M
3
LPL Financial
LPL Financial
California
-$2.41M
4
JWCA
J.W. Cole Advisors
Florida
-$656K
5
CAC
Certified Advisory Corp
Florida
-$654K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$299K – – –
Stifel Financial
77
Stifel Financial
Missouri
$291K -$6.29K -104 -2%
Jane Street
78
Jane Street
New York
$288K -$482K -7,976 -62%
Citadel Advisors
79
Citadel Advisors
Florida
$283K -$5.1M -84,242 -95%
RFC
80
Regions Financial Corp
Alabama
$282K – – –
CSPIA
81
Cary Street Partners Investment Advisory
Virginia
$269K -$230K -3,808 -45%
MSFS
82
Main Street Financial Solutions
Pennsylvania
$257K +$726 +12 +0.3%
LWAC
83
Laurel Wealth Advisors (California)
California
$250K +$726 +12 +0.3%
WPW
84
Waldron Private Wealth
Pennsylvania
$245K +$253K +4,184 New
EH
85
Equitable Holdings
New York
$244K -$2.78K -46 -1%
MSAM
86
Moloney Securities Asset Management
Missouri
$243K +$250K +4,134 New
BOS
87
Bingham Osborn & Scarborough
California
$242K – – –
PAS
88
Park Avenue Securities
New York
$239K +$246K +4,064 New
IAN
89
Integrated Advisors Network
Texas
$237K – – –
BBW
90
Blue Barn Wealth
Utah
$235K +$1.09K +18 +0.5%
ACM
91
Advisors Capital Management
New Jersey
$233K +$240K +3,962 New
RCAG
92
Rehmann Capital Advisory Group
Michigan
$232K -$18.1K -300 -7%
LA
93
Latitude Advisors
Florida
$231K +$238K +3,932 New
CMO
94
Covenant Multifamily Offices
Texas
$226K – – –
TPWA
95
TRUE Private Wealth Advisors
Oregon
$222K – – –
BRWA
96
B. Riley Wealth Advisors
Florida
$211K – – –
AFG
97
Allegheny Financial Group
Pennsylvania
$204K -$4.84K -80 -2%
WWM
98
Windsor Wealth Management
Indiana
$202K – – –
KFI
99
Key Financial Inc
Pennsylvania
$202K +$726 +12 +0.3%
QCM
100
Quest Capital Management
Texas
$200K – – –
2 3
4
5 6

DTD Hedge Fund Activity: Q3 2021 in Review

140 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2021, worth a combined $277M — down 3.5% from $288M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DTD positions and 7 closed out — a net gain of 10 holders — while 45 added to existing stakes and 32 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.84M. The largest seller was Citadel Advisors, cutting an estimated $5.1M.

  • 140 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2021, up from 132 in Q2 2021.
  • Funds reported $277M of WisdomTree US Total Dividend Fund stock for Q3 2021, down 3.5% quarter-over-quarter.
  • 17 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2021 and 7 closed out, a net change of +10 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q3 2021 was Susquehanna International Group, an estimated $2.84M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q3 2021 was Citadel Advisors, an estimated $5.1M sold.

Based on aggregated 13F filings for Q3 2021.