WisdomTree US Total Dividend Fund
197 hedge funds and large institutions have $695M invested in WisdomTree US Total Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 45 reducing their positions, and 8 closing their positions.
1,284% more call options, than puts
Call options by funds: $1.8M | Put options by funds: $130K
225% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 8
53% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 45
9% more capital invested
Capital invested by funds: $637M → $695M (+$58.2M)
9% more funds holding
Funds holding: 181 → 197 (+16)
4.23% more ownership
Funds ownership: 47.59% → 51.82% (+4.2%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$22.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.29M |
| 3 |
Bank of New York Mellon
New York
|
+$5.89M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$4.54M |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$3.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.81M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.46M |
| 3 |
NS
NBC Securities
Birmingham,
Alabama
|
-$1.36M |
| 4 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
-$1.21M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.12M |
DTD Hedge Fund Activity: Q4 2024 in Review
197 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2024, worth a combined $695M — up 9.1% from $637M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new DTD positions and 8 closed out — a net gain of 18 holders — while 69 added to existing stakes and 45 trimmed.
The largest buyer was Essential Planning, adding an estimated $22.4M. The largest seller was Goldman Sachs, cutting an estimated $1.81M.
- 197 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2024, up from 181 in Q3 2024.
- Funds reported $695M of WisdomTree US Total Dividend Fund stock for Q4 2024, up 9.1% quarter-over-quarter.
- 26 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2024 and 8 closed out, a net change of +18 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q4 2024 was Essential Planning, an estimated $22.4M added.
- The largest WisdomTree US Total Dividend Fund seller in Q4 2024 was Goldman Sachs, an estimated $1.81M sold.
Based on aggregated 13F filings for Q4 2024.