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WisdomTree US Total Dividend Fund
DTD

210 hedge funds and large institutions have $752M invested in WisdomTree US Total Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

734% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $2.03M

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

1% more funds holding

Funds holding: 207 → 210 (+3)

7% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 61

2% more capital invested

Capital invested by funds: $737M → $752M (+$15.1M)

0.73% more ownership

Funds ownership: 49.75% → 50.48% (+0.73%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
210
Holders Change
+3
Holders Change %
+1.45%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
20
Increased
65
Reduced
61
Closed
14
Calls
$16.9M
Puts
$2.03M
Net Calls
+$14.9M
Net Calls Change
+$14.8M

Top Buyers

Rank Fund Capital Flow
1
SA
Sanctuary Advisors
Indiana
+$7.12M
2
AI
Atria Investments
North Carolina
+$6.51M
3
LPL Financial
LPL Financial
California
+$5.49M
4
Morgan Stanley
Morgan Stanley
New York
+$4.69M
5
UBS AM
UBS AM
Illinois
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$12.4M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$3.33M
3
CAGAS
Capital Advisory Group Advisory Services
Minnesota
-$2.8M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.37M
5
Wells Fargo
Wells Fargo
California
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$416K +$424K +4,822 New
AAG
102
Asset Advisory Group
New Jersey
$416K +$351 +4 +0.1%
GCA
103
Gradient Capital Advisors
California
$416K – – –
RFC
104
Regions Financial Corp
Alabama
$415K – – –
FLPIM
105
F.L. Putnam Investment Management
Massachusetts
$413K – – –
SFA
106
Sequoia Financial Advisors
Ohio
$411K +$879 +10 +0.2%
FNT
107
First Nebraska Trust
Nebraska
$403K – – –
Stifel Financial
108
Stifel Financial
Missouri
$394K +$82.1K +934 +26%
MWM
109
Mission Wealth Management
California
$391K +$398K +4,527 New
IPWA
110
International Private Wealth Advisors
California
$389K +$88 +1 +0%
TFG
111
Team Financial Group
California
$387K -$4.74K -54 -1%
WTFG
112
Wood Tarver Financial Group
Idaho
$387K -$178K -2,022 -31%
AI
113
Arvest Investments
Arkansas
$386K -$9.84K -112 -2%
G
114
GenTrust
Florida
$381K +$96.2K +1,095 +33%
VPF
115
Vantage Point Financial
Illinois
$380K +$88 +1 +0%
RCM
116
RMR Capital Management
California
$380K – – –
IA
117
IFP Advisors
Florida
$367K -$2.64K -30 -0.7%
SAW
118
Signal Advisors Wealth
Michigan
$363K +$20.3K +231 +6%
MFA
119
Mayflower Financial Advisors
Massachusetts
$355K – – –
MT
120
Midwest Trust
Kansas
$353K -$2.81K -32 -0.8%
KCM
121
Kendall Capital Management
Maryland
$352K – – –
MML Investors Services
122
MML Investors Services
Massachusetts
$343K -$134K -1,520 -28%
WA
123
Waverly Advisors
Alabama
$337K -$8.35K -95 -2%
AWA
124
Amplius Wealth Advisors
Pennsylvania
$328K – – –
EP
125
Essential Planning
New Hampshire
$324K +$88 +1 +0%
3 4
5
6 7

DTD Hedge Fund Activity: Q1 2026 in Review

210 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2026, worth a combined $752M — up 2% from $737M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DTD positions and 14 closed out — a net gain of 6 holders — while 65 added to existing stakes and 61 trimmed.

The largest buyer was Sanctuary Advisors, adding an estimated $7.12M. The largest seller was Bank of America, cutting an estimated $12.4M.

  • 210 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2026, up from 207 in Q4 2025.
  • Funds reported $752M of WisdomTree US Total Dividend Fund stock for Q1 2026, up 2% quarter-over-quarter.
  • 20 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2026 and 14 closed out, a net change of +6 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q1 2026 was Sanctuary Advisors, an estimated $7.12M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q1 2026 was Bank of America, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2026.