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WisdomTree US Total Dividend Fund
DTD

180 hedge funds and large institutions have $518M invested in WisdomTree US Total Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 9

50% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 40

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

28% more capital invested

Capital invested by funds: $404M → $518M (+$114M)

15% more funds holding

Funds holding: 157 → 180 (+23)

3.6% more ownership

Funds ownership: 43.25% → 46.85% (+3.6%)

98% less call options, than puts

Call options by funds: $411K | Put options by funds: $26.8M

Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
2.89%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
37
Increased
60
Reduced
40
Closed
9
Calls
$411K
Puts
$26.8M
Net Calls
-$26.4M
Net Calls Change
-$26.9M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.08M
2
Bank of America
Bank of America
North Carolina
+$3.15M
3
Mariner
Mariner
Kansas
+$2.91M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.78M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.56M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$3.88M
2
MPW
MGO Private Wealth
California
-$3M
3
AWM
AE Wealth Management
Kansas
-$2.96M
4
Ameriprise
Ameriprise
Minnesota
-$1.61M
5
OFS
OneAscent Financial Services
Alabama
-$664K
Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
101
ICA Group Wealth Management
Colorado
$366K -$13K -216 -3%
Cerity Partners
102
Cerity Partners
New York
$359K +$12K +200 +3%
CA
103
CoreCap Advisors
Michigan
$359K -$122K -2,039 -26%
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$357K +$64.4K +1,074 +22%
HIM
105
Hotaling Investment Management
Pennsylvania
$357K – – –
PCM
106
Passive Capital Management
Maryland
$355K +$1.02K +17 +0.3%
PA
107
Parallel Advisors
California
$352K +$228K +3,800 +190%
PAS
108
Park Avenue Securities
New York
$342K +$10.5K +175 +3%
APW
109
Aurora Private Wealth
New Jersey
$332K +$2.4K +40 +0.7%
VWA
110
V Wealth Advisors
Kansas
$330K -$122K -2,033 -27%
IAS
111
Insigneo Advisory Services
Florida
$327K +$324K +5,396 New
EP
112
EPIQ Partners
Minnesota
$321K -$72K -1,200 -18%
LWAC
113
Laurel Wealth Advisors (California)
California
$299K -$49.4K -824 -14%
ASN
114
Advisory Services Network
Georgia
$297K -$188K -3,130 -39%
BMWM
115
Brown Miller Wealth Management
Virginia
$288K -$70.7K -1,178 -20%
AWS
116
Atria Wealth Solutions
New York
$286K +$27K +450 +11%
BMCM
117
Burns Matteson Capital Management
New York
$279K +$36.2K +604 +15%
IA
118
IFP Advisors
Florida
$276K -$21.1K -351 -10%
PAG
119
Private Advisory Group
Washington
$275K – – –
BAG
120
Bridgewealth Advisory Group
California
$273K +$270K +4,503 New
CAM
121
Crestone Asset Management
Colorado
$265K +$262K +4,368 New
HIM
122
Hanlon Investment Management
New Jersey
$264K +$262K +4,361 New
GWM
123
Geneos Wealth Management
Colorado
$258K +$21K +350 +9%
CIA
124
Compass Ion Advisors
Pennsylvania
$254K – – –
RCAG
125
Rehmann Capital Advisory Group
Michigan
$240K – – –
3 4
5
6 7

DTD Hedge Fund Activity: Q4 2022 in Review

180 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2022, worth a combined $518M — up 28% from $404M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DTD positions and 9 closed out — a net gain of 28 holders — while 60 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.08M. The largest seller was Flow Traders U.S., cutting an estimated $3.88M.

  • 180 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2022, up from 157 in Q3 2022.
  • Funds reported $518M of WisdomTree US Total Dividend Fund stock for Q4 2022, up 28% quarter-over-quarter.
  • 37 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2022 and 9 closed out, a net change of +28 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q4 2022 was Morgan Stanley, an estimated $5.08M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q4 2022 was Flow Traders U.S., an estimated $3.88M sold.

Based on aggregated 13F filings for Q4 2022.