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WisdomTree US Total Dividend Fund
DTD

180 hedge funds and large institutions have $518M invested in WisdomTree US Total Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 9

50% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 40

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

28% more capital invested

Capital invested by funds: $404M → $518M (+$114M)

15% more funds holding

Funds holding: 157 → 180 (+23)

3.6% more ownership

Funds ownership: 43.25% → 46.85% (+3.6%)

98% less call options, than puts

Call options by funds: $411K | Put options by funds: $26.8M

Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
2.89%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
37
Increased
60
Reduced
40
Closed
9
Calls
$411K
Puts
$26.8M
Net Calls
-$26.4M
Net Calls Change
-$26.9M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.08M
2
Bank of America
Bank of America
North Carolina
+$3.15M
3
Mariner
Mariner
Kansas
+$2.91M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.78M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.56M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$3.88M
2
MPW
MGO Private Wealth
California
-$3M
3
AWM
AE Wealth Management
Kansas
-$2.96M
4
Ameriprise
Ameriprise
Minnesota
-$1.61M
5
OFS
OneAscent Financial Services
Alabama
-$664K
Name Holding Trade Value Shares
Change 		Change in
Stake
GSC
126
Ground Swell Capital
South Carolina
$236K +$234K +3,898 New
TC
127
TownSquare Capital
Utah
$234K +$231K +3,852 New
MHS
128
M Holdings Securities
Oregon
$230K +$2.28K +38 +1%
TPWA
129
TRUE Private Wealth Advisors
Oregon
$230K +$60 +1 +0%
WPW
130
Waldron Private Wealth
Pennsylvania
$227K – – –
SFA
131
Sequoia Financial Advisors
Ohio
$224K +$222K +3,700 New
KFA
132
Kapstone Financial Advisors
Ohio
$221K +$210K +3,500 New
WWM
133
Windsor Wealth Management
Indiana
$210K +$204K +3,400 New
PAG
134
Private Advisor Group
New Jersey
$210K -$62.9K -1,048 -5%
AFG
135
Allegheny Financial Group
Pennsylvania
$205K +$203K +3,386 New
NFG
136
Nations Financial Group
Iowa
$203K +$201K +3,344 New
EH
137
Equitable Holdings
New York
$202K -$40.7K -678 -17%
AF
138
Allworth Financial
California
$200K – – –
KFI
139
Key Financial Inc
Pennsylvania
$191K – – –
EE
140
EWG Elevate
California
$189K +$187K +3,114 New
MCC
141
Money Concepts Capital
Florida
$179K +$177K +2,944 New
CA
142
Clearstead Advisors
Ohio
$154K – – –
CSPIA
143
Cary Street Partners Investment Advisory
Virginia
$148K +$147K +2,444 New
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$145K – – –
CFD
145
Creative Financial Designs
Indiana
$143K -$13.1K -218 -8%
SCA
146
Stonebridge Capital Advisors
Minnesota
$109K – – –
JGCM
147
Joseph Group Capital Management
Ohio
$91K +$90.4K +1,506 New
CFGS
148
Concourse Financial Group Securities
Alabama
$87.3K – – –
TF
149
Tompkins Financial
New York
$78K – – –
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
$66.6K -$89.8K -1,497 -58%
4 5
6
7 8

DTD Hedge Fund Activity: Q4 2022 in Review

180 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2022, worth a combined $518M — up 28% from $404M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DTD positions and 9 closed out — a net gain of 28 holders — while 60 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.08M. The largest seller was Flow Traders U.S., cutting an estimated $3.88M.

  • 180 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2022, up from 157 in Q3 2022.
  • Funds reported $518M of WisdomTree US Total Dividend Fund stock for Q4 2022, up 28% quarter-over-quarter.
  • 37 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2022 and 9 closed out, a net change of +28 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q4 2022 was Morgan Stanley, an estimated $5.08M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q4 2022 was Flow Traders U.S., an estimated $3.88M sold.

Based on aggregated 13F filings for Q4 2022.