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WisdomTree US Total Dividend Fund
DTD

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

72% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $720K

61% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 38

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

1.95% more ownership

Funds ownership: 41.31% → 43.25% (+1.9%)

4% less capital invested

Capital invested by funds: $419M → $404M (-$15.3M)

5% less funds holding

Funds holding: 165 → 157 (-8)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
157
Holders Change
-8
Holders Change %
-4.85%
% of All Funds
2.7%
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

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$11.9M
2
Bank of America
Bank of America
North Carolina
+$6.44M
3
Morgan Stanley
Morgan Stanley
New York
+$5.8M
4
FTUS
Flow Traders U.S.
New York
+$3.55M
5
Wells Fargo
Wells Fargo
California
+$2.45M

Top Sellers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
-$8.77M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.08M
3
LPL Financial
LPL Financial
California
-$2.35M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.34M
5
GVAG
Great Valley Advisor Group
Delaware
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
APW
101
Aurora Private Wealth
New Jersey
$295K +$2.38K +40 +0.7%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$273K – – –
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$261K -$29.5K -495 -9%
MML Investors Services
104
MML Investors Services
Massachusetts
$255K +$70.7K +1,187 +34%
PAG
105
Private Advisory Group
Washington
$246K -$37.9K -637 -12%
MIM
106
Moseley Investment Management
Florida
$234K – – –
AWS
107
Atria Wealth Solutions
New York
$232K +$19.4K +325 +8%
ACA
108
Atlas Capital Advisors
Wyoming
$231K – – –
CIA
109
Compass Ion Advisors
Pennsylvania
$227K – – –
WPW
110
Waldron Private Wealth
Pennsylvania
$227K – – –
IAN
111
Integrated Advisors Network
Texas
$219K – – –
EH
112
Equitable Holdings
New York
$218K +$298 +5 +0.1%
BMCM
113
Burns Matteson Capital Management
New York
$217K +$238K +3,996 New
RCAG
114
Rehmann Capital Advisory Group
Michigan
$215K – – –
GWM
115
Geneos Wealth Management
Colorado
$211K -$83.4K -1,400 -26%
CIAS
116
CFS Investment Advisory Services
New Jersey
$206K +$11.9M +200,026 +3,539%
TPWA
117
TRUE Private Wealth Advisors
Oregon
$205K – – –
MHS
118
M Holdings Securities
Oregon
$203K +$238 +4 +0.1%
KFI
119
Key Financial Inc
Pennsylvania
$191K +$1.43K +24 +0.7%
AF
120
Allworth Financial
California
$179K +$180K +3,019 +1,063%
WFA
121
Wipfli Financial Advisors
Wisconsin
$147K +$162K +2,713 New
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$141K +$125K +2,096 +420%
CFD
123
Creative Financial Designs
Indiana
$139K -$6.67K -112 -4%
CA
124
Clearstead Advisors
Ohio
$138K – – –
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$130K -$72.4K -1,215 -34%
3 4
5
6 7

DTD Hedge Fund Activity: Q3 2022 in Review

157 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2022, worth a combined $404M — down 3.6% from $419M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DTD and 7 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 61 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $11.9M. The largest seller was Cetera Advisor Networks, cutting an estimated $8.77M.

  • 157 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2022, down from 165 in Q2 2022.
  • Funds reported $404M of WisdomTree US Total Dividend Fund stock for Q3 2022, down 3.6% quarter-over-quarter.
  • 7 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2022 and 12 closed out, a net change of -5 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $11.9M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q3 2022 was Cetera Advisor Networks, an estimated $8.77M sold.

Based on aggregated 13F filings for Q3 2022.