We are live on ! Find out more
DTD icon

WisdomTree US Total Dividend Fund
DTD

177 hedge funds and large institutions have $581M invested in WisdomTree US Total Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $31.3M | Put options by funds: $27.1M

4% less capital invested

Capital invested by funds: $606M → $581M (-$24.9M)

10% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 61

1.99% less ownership

Funds ownership: 49.28% → 47.29% (-2%)

5% less funds holding

Funds holding: 186 → 177 (-9)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
177
Holders Change
-9
Holders Change %
-4.84%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
8
Increased
55
Reduced
61
Closed
13
Calls
$31.3M
Puts
$27.1M
Net Calls
+$4.12M
Net Calls Change
+$3.78M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$4.79M
2
LPL Financial
LPL Financial
California
+$2.34M
3
Morgan Stanley
Morgan Stanley
New York
+$2.22M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.83M
5
CPRC
Consolidated Portfolio Review Corp
New York
+$948K

Top Sellers

Rank Fund Capital Flow
1
VPP
Vertex Planning Partners
Illinois
-$7.43M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.07M
3
BCM
Brookstone Capital Management
Illinois
-$1.04M
4
AI
Atria Investments
North Carolina
-$1.04M
5
CA
Claro Advisors
Massachusetts
-$919K
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
101
TownSquare Capital
Utah
$350K +$344K +4,940 New
GCA
102
Gradient Capital Advisors
California
$349K -$97.6K -1,402 -22%
FLPIM
103
F.L. Putnam Investment Management
Massachusetts
$343K -$27.8K -400 -8%
RFC
104
Regions Financial Corp
Alabama
$340K -$169K -2,426 -34%
SA
105
Sanctuary Advisors
Indiana
$335K +$341K +4,903 New
EP
106
Essential Planning
New Hampshire
$333K -$30.1K -433 -8%
SFA
107
Sequoia Financial Advisors
Ohio
$331K +$905 +13 +0.3%
EP
108
EPIQ Partners
Minnesota
$326K – – –
RWA
109
Rooted Wealth Advisors
Illinois
$295K -$50.4K -724 -15%
MFA
110
Mayflower Financial Advisors
Massachusetts
$291K +$286K +4,105 New
GWM
111
Geneos Wealth Management
Colorado
$287K -$13.9K -200 -5%
RCAG
112
Rehmann Capital Advisory Group
Michigan
$280K – – –
AFG
113
Allegheny Financial Group
Pennsylvania
$249K +$1.39K +20 +0.6%
KFA
114
Kapstone Financial Advisors
Ohio
$248K – – –
BTWM
115
Brass Tax Wealth Management
Ohio
$248K +$243K +3,498 New
EH
116
Equitable Holdings
New York
$246K +$42.1K +605 +21%
WA
117
Waverly Advisors
Alabama
$246K +$974 +14 +0.4%
OPPS
118
Obsidian Personal Planning Solutions
Maryland
$244K – – –
AF
119
Allworth Financial
California
$240K – – –
NFG
120
Nations Financial Group
Iowa
$237K – – –
BTWM
121
Baker Tilly Wealth Management
Wisconsin
$233K -$180K -2,580 -44%
MWA
122
Midland Wealth Advisors
Illinois
$230K – – –
BBW
123
Blue Barn Wealth
Utah
$225K +$1.11K +16 +0.5%
AC
124
Avestar Capital
New York
$225K – – –
CA
125
CoreCap Advisors
Michigan
$225K -$11.7K -168 -5%
3 4
5
6 7

DTD Hedge Fund Activity: Q2 2024 in Review

177 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2024, worth a combined $581M — down 4.1% from $606M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DTD and 8 opened new positions — a net loss of 5 holders — while 61 trimmed existing stakes and 55 added.

The largest buyer was Citadel Advisors, adding an estimated $4.79M. The largest seller was Vertex Planning Partners, cutting an estimated $7.43M.

  • 177 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2024, down from 186 in Q1 2024.
  • Funds reported $581M of WisdomTree US Total Dividend Fund stock for Q2 2024, down 4.1% quarter-over-quarter.
  • 8 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2024 and 13 closed out, a net change of -5 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q2 2024 was Citadel Advisors, an estimated $4.79M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q2 2024 was Vertex Planning Partners, an estimated $7.43M sold.

Based on aggregated 13F filings for Q2 2024.