DTD icon

WisdomTree US Total Dividend Fund
DTD

Overview Fund Activity

157 hedge funds and large institutions have $404M invested in WisdomTree US Total Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 61 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-8
Holders Change %
-4.85%
% of All Funds
2.71%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
7
Increased
61
Reduced
38
Closed
12
Calls
$1.24M
Puts
$720K
Net Calls
+$517K
Net Calls Change
-$501K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$87.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.7M
3
FTUS
3
Flow Traders U.S.
New York
$5M
4
Wells Fargo
4
Wells Fargo
California
$30M
5
AIA
5
Arrow Investment Advisors
Maryland
$6.64M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$1.77M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.67M
3
LPL Financial
3
LPL Financial
California
$24.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.36M
5
GVAG
5
Great Valley Advisor Group
Delaware
$407K
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
101
Aurora Private Wealth
New Jersey
$295K +$2.17K +40 +0.7%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$273K – – –
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$261K -$26.8K -495 -9%
MML Investors Services
104
MML Investors Services
Massachusetts
$255K +$64.3K +1,187 +34%
PAG
105
Private Advisory Group
Washington
$246K -$34.6K -637 -12%
MIM
106
Moseley Investment Management
Florida
$234K – – –
AWS
107
Atria Wealth Solutions
New York
$232K +$17.6K +325 +8%
ACA
108
Atlas Capital Advisors
Wyoming
$231K – – –
WPW
109
Waldron Private Wealth
Pennsylvania
$227K – – –
CIA
110
Compass Ion Advisors
Pennsylvania
$227K – – –
IAN
111
Integrated Advisors Network
Texas
$219K – – –
EH
112
Equitable Holdings
New York
$218K +$272 +5 +0.1%
BMCM
113
Burns Matteson Capital Management
New York
$217K +$217K +3,996 New
RCAG
114
Rehmann Capital Advisory Group
Michigan
$215K – – –
GWM
115
Geneos Wealth Management
Colorado
$211K -$75.7K -1,400 -26%
CIAS
116
CFS Investment Advisory Services
New Jersey
$206K +$200K +200,026 +3,539%
TPWA
117
TRUE Private Wealth Advisors
Oregon
$205K – – –
MHS
118
M Holdings Securities
Oregon
$203K +$217 +4 +0.1%
KFI
119
Key Financial Inc
Pennsylvania
$191K +$1.3K +24 +0.7%
AF
120
Allworth Financial
California
$179K +$164K +3,019 +1,063%
WFA
121
Wipfli Financial Advisors
Wisconsin
$147K +$147K +2,713 New
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$141K +$114K +2,096 +420%
CFD
123
Creative Financial Designs
Indiana
$139K -$6.06K -112 -4%
CA
124
Clearstead Advisors
Ohio
$138K – – –
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$130K -$66.3K -1,215 -34%
3 4
5
6 7