WisdomTree US Total Dividend Fund
169 hedge funds and large institutions have $498M invested in WisdomTree US Total Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 13 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 46
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
0% more capital invested
Capital invested by funds: $496M → $498M (+$2.32M)
0% more funds holding
Funds holding: 169 → 169 (0)
0.24% less ownership
Funds ownership: 46.24% → 46% (-0.24%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
99% less call options, than puts
Call options by funds: $211K | Put options by funds: $38.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.76M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$5.49M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.58M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.95M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VPP
Vertex Planning Partners
Downers Grove,
Illinois
|
-$11.8M |
| 2 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$11.8M |
| 3 |
Morgan Stanley
New York
|
-$3.76M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.38M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.07M |
DTD Hedge Fund Activity: Q2 2023 in Review
169 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2023, worth a combined $498M — up 0.47% from $496M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DTD positions and 13 closed out — a net gain of 1 holder — while 52 added to existing stakes and 46 trimmed.
The largest buyer was Bank of America, adding an estimated $7.76M. The largest seller was Vertex Planning Partners, cutting an estimated $11.8M.
- 169 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $498M of WisdomTree US Total Dividend Fund stock for Q2 2023, up 0.47% quarter-over-quarter.
- 14 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2023 and 13 closed out, a net change of +1 holder.
- The largest WisdomTree US Total Dividend Fund buyer in Q2 2023 was Bank of America, an estimated $7.76M added.
- The largest WisdomTree US Total Dividend Fund seller in Q2 2023 was Vertex Planning Partners, an estimated $11.8M sold.
Based on aggregated 13F filings for Q2 2023.