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WisdomTree US Total Dividend Fund
DTD

162 hedge funds and large institutions have $410M invested in WisdomTree US Total Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

35% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 40

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

7% more capital invested

Capital invested by funds: $382M → $410M (+$28M)

7% more funds holding

Funds holding: 151 → 162 (+11)

3.79% more ownership

Funds ownership: 36.35% → 40.14% (+3.8%)

23% less call options, than puts

Call options by funds: $1.31M | Put options by funds: $1.69M

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
54
Reduced
40
Closed
6
Calls
$1.31M
Puts
$1.69M
Net Calls
-$385K
Net Calls Change
+$16K

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$22.9M
2
Wells Fargo
Wells Fargo
California
+$12.8M
3
Bank of America
Bank of America
North Carolina
+$6.74M
4
Ameriprise
Ameriprise
Minnesota
+$5.4M
5
AIA
Arrow Investment Advisors
Maryland
+$4.86M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$7.67M
2
6F
626 Financial
Michigan
-$4.17M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.16M
4
PFG
Pinnacle Financial Group
Illinois
-$1.24M
5
SFS
Sowell Financial Services
Arkansas
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
76
Jane Street
New York
$477K -$849K -13,344 -64%
BTWM
77
Baker Tilly Wealth Management
Wisconsin
$476K – – –
SCA
78
Sandy Cove Advisors
Massachusetts
$471K +$1.72K +27 +0.4%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$470K -$48.6K -764 -9%
RFC
80
Regions Financial Corp
Alabama
$467K +$154K +2,426 +51%
IGWM
81
ICA Group Wealth Management
Colorado
$460K +$467K +7,344 New
Baird Financial Group
82
Baird Financial Group
Wisconsin
$451K -$64 -1 -0%
JP Morgan Chase
83
JP Morgan Chase
New York
$450K – – –
WWM
84
Windsor Wealth Management
Indiana
$445K +$216K +3,400 +100%
FLPIM
85
F.L. Putnam Investment Management
Massachusetts
$433K – – –
RJA
86
Raymond James & Associates
Florida
$433K +$955 +15 +0.2%
APW
87
Aurora Private Wealth
New Jersey
$427K -$5.03K -79 -1%
EP
88
EPIQ Partners
Minnesota
$426K – – –
WIC
89
Willis Investment Counsel
Georgia
$411K – – –
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$404K -$95K -1,492 -19%
LA
91
Latitude Advisors
Florida
$381K +$125K +1,966 +50%
HIM
92
Hotaling Investment Management
Pennsylvania
$380K – – –
BMWM
93
Brown Miller Wealth Management
Virginia
$378K +$372K +5,851 New
PCM
94
Passive Capital Management
Maryland
$372K +$1.15K +18 +0.3%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$360K +$9.55K +150 +3%
GWM
96
Geneos Wealth Management
Colorado
$342K +$9.55K +150 +3%
CAM
97
Crestone Asset Management
Colorado
$331K – – –
BPA
98
Beacon Pointe Advisors
California
$325K +$320K +5,033 New
SCFS
99
S.C. Financial Services
Arizona
$324K +$319K +5,011 New
PAG
100
Private Advisory Group
Washington
$311K +$40.5K +637 +15%
2 3
4
5 6

DTD Hedge Fund Activity: Q1 2022 in Review

162 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2022, worth a combined $410M — up 7.3% from $382M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DTD positions and 6 closed out — a net gain of 14 holders — while 54 added to existing stakes and 40 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $22.9M. The largest seller was LPL Financial, cutting an estimated $7.67M.

  • 162 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2022, up from 151 in Q4 2021.
  • Funds reported $410M of WisdomTree US Total Dividend Fund stock for Q1 2022, up 7.3% quarter-over-quarter.
  • 20 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2022 and 6 closed out, a net change of +14 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $22.9M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q1 2022 was LPL Financial, an estimated $7.67M sold.

Based on aggregated 13F filings for Q1 2022.