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WisdomTree US Total Dividend Fund
DTD

169 hedge funds and large institutions have $496M invested in WisdomTree US Total Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 49

0.62% less ownership

Funds ownership: 46.85% → 46.24% (-0.62%)

4% less capital invested

Capital invested by funds: $518M → $496M (-$21.5M)

6% less funds holding

Funds holding: 180 → 169 (-11)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

98% less call options, than puts

Call options by funds: $382K | Put options by funds: $21.6M

Holders
169
Holders Change
-11
Holders Change %
-6.11%
% of All Funds
2.69%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
13
Increased
49
Reduced
49
Closed
19
Calls
$382K
Puts
$21.6M
Net Calls
-$21.3M
Net Calls Change
+$5.11M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$9.89M
2
Morgan Stanley
Morgan Stanley
New York
+$3.87M
3
LPL Financial
LPL Financial
California
+$2.69M
4
VPP
Vertex Planning Partners
Illinois
+$1.4M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$10M
2
AIA
Arrow Investment Advisors
Maryland
-$6.92M
3
CWM
Connecticut Wealth Management
Connecticut
-$3.22M
4
MPW
MGO Private Wealth
California
-$3.16M
5
DWA
Dorsey Wright & Associates
California
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
101
Flow Traders U.S.
New York
$334K -$1.35M -22,066 -80%
VWA
102
V Wealth Advisors
Kansas
$331K +$1.41K +23 +0.4%
APW
103
Aurora Private Wealth
New Jersey
$329K -$2.63K -43 -0.8%
IAS
104
Insigneo Advisory Services
Florida
$327K – – –
KFI
105
Key Financial Inc
Pennsylvania
$323K +$110K +1,804 +51%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$321K -$44.9K -735 -12%
OPPS
107
Obsidian Personal Planning Solutions
Maryland
$304K -$94.6K -1,548 -24%
ASN
108
Advisory Services Network
Georgia
$297K – – –
Stifel Financial
109
Stifel Financial
Missouri
$279K -$426K -6,970 -60%
EP
110
EPIQ Partners
Minnesota
$279K -$42.8K -700 -13%
CAM
111
Crestone Asset Management
Colorado
$265K – – –
GWM
112
Geneos Wealth Management
Colorado
$258K – – –
CIA
113
Compass Ion Advisors
Pennsylvania
$254K – – –
WPW
114
Waldron Private Wealth
Pennsylvania
$254K – – –
RCAG
115
Rehmann Capital Advisory Group
Michigan
$240K – – –
IA
116
IFP Advisors
Florida
$232K -$29.8K -488 -16%
TPWA
117
TRUE Private Wealth Advisors
Oregon
$229K – – –
MHS
118
M Holdings Securities
Oregon
$228K -$1.77K -29 -0.8%
SFA
119
Sequoia Financial Advisors
Ohio
$225K +$794 +13 +0.4%
KFA
120
Kapstone Financial Advisors
Ohio
$215K – – –
WWM
121
Windsor Wealth Management
Indiana
$207K – – –
AFG
122
Allegheny Financial Group
Pennsylvania
$206K +$1.28K +21 +0.6%
NFG
123
Nations Financial Group
Iowa
$203K – – –
EH
124
Equitable Holdings
New York
$202K – – –
AF
125
Allworth Financial
California
$200K – – –
3 4
5
6 7

DTD Hedge Fund Activity: Q1 2023 in Review

169 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2023, worth a combined $496M — down 4.1% from $518M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of DTD and 13 opened new positions — a net loss of 6 holders — while 49 trimmed existing stakes and 49 added.

The largest buyer was Bank of America, adding an estimated $9.89M. The largest seller was Wells Fargo, cutting an estimated $10M.

  • 169 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2023, down from 180 in Q4 2022.
  • Funds reported $496M of WisdomTree US Total Dividend Fund stock for Q1 2023, down 4.1% quarter-over-quarter.
  • 13 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2023 and 19 closed out, a net change of -6 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q1 2023 was Bank of America, an estimated $9.89M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q1 2023 was Wells Fargo, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2023.