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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
IA
101
IFP Advisors
Florida
$112K -$11.4K -210 -10%
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$105K +$101K +1,864 New
SCA
103
Stonebridge Capital Advisors
Minnesota
$102K +$97.6K +1,804 New
SFS
104
Sowell Financial Services
Arkansas
$92K – – –
CFGS
105
Concourse Financial Group Securities
Alabama
$81K – – –
Vontobel Holding
106
Vontobel Holding
Switzerland
$79K – – –
TF
107
Tompkins Financial
New York
$73K – – –
COCM
108
Charter Oak Capital Management
New Hampshire
$62K – – –
GWSG
109
GPS Wealth Strategies Group
Colorado
$57K -$173K -3,200 -76%
IWP
110
IAG Wealth Partners
Wisconsin
$51K – – –
AA
111
Ancora Advisors
Ohio
$49K – – –
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$49K – – –
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$44K -$147K -2,710 -78%
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.9K – – –
JCM
115
Jacobi Capital Management
Pennsylvania
$39K +$216 +4 +0.6%
1IA
116
1834 Investment Advisors
Wisconsin
$36K – – –
Citigroup
117
Citigroup
New York
$34K +$29.3K +542 +874%
JPLA
118
Joseph P. Lucia & Associates
New York
$31K – – –
AIC
119
Archer Investment Corporation
Indiana
$28.3K – – –
CFN
120
Cordasco Financial Network
Florida
$27K – – –
LFG
121
Larson Financial Group
Missouri
$17K – – –
TIM
122
Tortoise Investment Management
New York
$17K – – –
AIM
123
Anchor Investment Management
South Carolina
$12.5K +$108 +2 +0.9%
TAM
124
Townsend Asset Management
North Carolina
$9K – – –
JFA
125
JNBA Financial Advisors
Minnesota
$8K – – –
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.