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WisdomTree US Total Dividend Fund
DTD

181 hedge funds and large institutions have $637M invested in WisdomTree US Total Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $12.8M

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

10% more capital invested

Capital invested by funds: $581M → $637M (+$55.5M)

2% more funds holding

Funds holding: 177 → 181 (+4)

0.3% more ownership

Funds ownership: 47.29% → 47.59% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

Holders
181
Holders Change
+4
Holders Change %
+2.26%
% of All Funds
2.6%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
49
Reduced
57
Closed
14
Calls
$30.8M
Puts
$12.8M
Net Calls
+$18.1M
Net Calls Change
+$13.9M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.12M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.96M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.7M
4
FIA
Foundations Investment Advisors
Arizona
+$2.12M
5
BWP
Baldwin Wealth Partners
Massachusetts
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$5.35M
2
TWD
True Wealth Design
Ohio
-$2.11M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.86M
4
MLA
My Legacy Advisors
Oregon
-$1.27M
5
PFG
Pinnacle Financial Group
Illinois
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
QP
101
Quartz Partners
New York
$386K +$370K +5,034 New
SFA
102
Sequoia Financial Advisors
Ohio
$380K +$20.8K +282 +6%
GCA
103
Gradient Capital Advisors
California
$378K – – –
FLPIM
104
F.L. Putnam Investment Management
Massachusetts
$372K – – –
RFC
105
Regions Financial Corp
Alabama
$368K – – –
PAI
106
Pittenger & Anderson Inc
Nebraska
$358K +$343K +4,665 New
FNT
107
First Nebraska Trust
Nebraska
$358K +$343K +4,665 New
OMC
108
Old Mission Capital
Illinois
$354K +$340K +4,619 New
EP
109
EPIQ Partners
Minnesota
$353K – – –
IA
110
IFP Advisors
Florida
$350K +$224K +3,048 +202%
EP
111
Essential Planning
New Hampshire
$344K -$16.1K -219 -5%
SA
112
Sanctuary Advisors
Indiana
$340K -$47.4K -644 -13%
MFA
113
Mayflower Financial Advisors
Massachusetts
$315K – – –
GWM
114
Geneos Wealth Management
Colorado
$311K – – –
SPWM
115
Schrum Private Wealth Management
Florida
$307K +$294K +4,000 New
RCAG
116
Rehmann Capital Advisory Group
Michigan
$303K – – –
RWA
117
Rooted Wealth Advisors
Illinois
$281K -$25.2K -342 -8%
AFG
118
Allegheny Financial Group
Pennsylvania
$271K +$1.4K +19 +0.5%
BTWM
119
Brass Tax Wealth Management
Ohio
$268K – – –
WA
120
Waverly Advisors
Alabama
$267K +$1.03K +14 +0.4%
KFA
121
Kapstone Financial Advisors
Ohio
$267K – – –
AC
122
Avestar Capital
New York
$265K +$21K +286 +9%
EH
123
Equitable Holdings
New York
$262K -$4.2K -57 -2%
NA
124
NewEdge Advisors
Louisiana
$261K -$359K -4,880 -59%
NFG
125
Nations Financial Group
Iowa
$256K – – –
3 4
5
6 7

DTD Hedge Fund Activity: Q3 2024 in Review

181 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2024, worth a combined $637M — up 9.5% from $581M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DTD positions and 14 closed out — a net gain of 6 holders — while 49 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.12M. The largest seller was Citadel Advisors, cutting an estimated $5.35M.

  • 181 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2024, up from 177 in Q2 2024.
  • Funds reported $637M of WisdomTree US Total Dividend Fund stock for Q3 2024, up 9.5% quarter-over-quarter.
  • 20 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2024 and 14 closed out, a net change of +6 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q3 2024 was Morgan Stanley, an estimated $5.12M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q3 2024 was Citadel Advisors, an estimated $5.35M sold.

Based on aggregated 13F filings for Q3 2024.