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WisdomTree US Total Dividend Fund
DTD

151 hedge funds and large institutions have $382M invested in WisdomTree US Total Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

38% more capital invested

Capital invested by funds: $277M → $382M (+$105M)

8% more funds holding

Funds holding: 140 → 151 (+11)

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

23.44% less ownership

Funds ownership: 59.79% → 36.35% (-23%)

38% less call options, than puts

Call options by funds: $667K | Put options by funds: $1.07M

Holders
151
Holders Change
+11
Holders Change %
+7.86%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
43
Reduced
41
Closed
12
Calls
$667K
Puts
$1.07M
Net Calls
-$401K
Net Calls Change
-$155K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$15.2M
2
AWM
AE Wealth Management
Kansas
+$3.82M
3
Bank of America
Bank of America
North Carolina
+$1.61M
4
SFS
Sowell Financial Services
Arkansas
+$1.17M
5
Jane Street
Jane Street
New York
+$985K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$3.74M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$1.74M
3
SPC
Sigma Planning Corp
Michigan
-$1.09M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$989K
5
LPL Financial
LPL Financial
California
-$950K
Name Holding Trade Value Shares
Change 		Change in
Stake
LW
101
Libra Wealth
California
$275K +$350K +5,620 New
PAG
102
Private Advisory Group
Washington
$271K +$260K +4,184 New
WPW
103
Waldron Private Wealth
Pennsylvania
$270K – – –
EH
104
Equitable Holdings
New York
$269K +$249 +4 +0.1%
IAN
105
Integrated Advisors Network
Texas
$261K – – –
BBW
106
Blue Barn Wealth
Utah
$261K +$1.31K +21 +0.5%
RCAG
107
Rehmann Capital Advisory Group
Michigan
$256K – – –
LA
108
Latitude Advisors
Florida
$255K – – –
Fidelity Investments
109
Fidelity Investments
Massachusetts
$248K -$142K -2,279 -37%
TPWA
110
TRUE Private Wealth Advisors
Oregon
$245K – – –
BRWA
111
B. Riley Wealth Advisors
Florida
$232K – – –
AFG
112
Allegheny Financial Group
Pennsylvania
$226K +$1.37K +22 +0.6%
KFI
113
Key Financial Inc
Pennsylvania
$225K +$1.25K +20 +0.6%
WWM
114
Windsor Wealth Management
Indiana
$223K – – –
CSPIA
115
Cary Street Partners Investment Advisory
Virginia
$218K -$76.2K -1,224 -27%
MML Investors Services
116
MML Investors Services
Massachusetts
$214K +$206K +3,304 New
Stifel Financial
117
Stifel Financial
Missouri
$213K -$104K -1,673 -34%
AA
118
AlphaMark Advisors
Kentucky
$192K -$12.3K -198 -6%
CA
119
Clearstead Advisors
Ohio
$165K -$1.25K -20 -0.8%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$155K -$7.09K -114 -5%
PA
121
Parallel Advisors
California
$129K – – –
CFD
122
Creative Financial Designs
Indiana
$126K -$7.97K -128 -6%
SCA
123
Stonebridge Capital Advisors
Minnesota
$117K – – –
IA
124
IFP Advisors
Florida
$112K – – –
BFG
125
Baron Financial Group
New Jersey
$93.9K – – –
3 4
5
6 7

DTD Hedge Fund Activity: Q4 2021 in Review

151 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2021, worth a combined $382M — up 38% from $277M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DTD positions and 12 closed out — a net gain of 15 holders — while 43 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.2M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $3.74M sold.

  • 151 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2021, up from 140 in Q3 2021.
  • Funds reported $382M of WisdomTree US Total Dividend Fund stock for Q4 2021, up 38% quarter-over-quarter.
  • 27 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2021 and 12 closed out, a net change of +15 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q4 2021 was Morgan Stanley, an estimated $15.2M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q4 2021 was Flow Traders U.S., an estimated $3.74M sold.

Based on aggregated 13F filings for Q4 2021.