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WisdomTree US Total Dividend Fund
DTD

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
197
Holders Change
+16
Holders Change %
+8.84%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
69
Reduced
45
Closed
8
Calls
$1.8M
Puts
$130K
Net Calls
+$1.67M
Net Calls Change
-$16.4M

Top Buyers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
+$22.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.29M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.89M
4
IAA
Independent Advisor Alliance
North Carolina
+$4.54M
5
SA
Sanctuary Advisors
Indiana
+$3.87M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.81M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.46M
3
NS
NBC Securities
Alabama
-$1.36M
4
BWP
Baldwin Wealth Partners
Massachusetts
-$1.21M
5
SFS
Sowell Financial Services
Arkansas
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
126
Kapstone Financial Advisors
Ohio
$274K – – –
AFG
127
Allegheny Financial Group
Pennsylvania
$269K +$1.48K +19 +0.5%
WA
128
Waverly Advisors
Alabama
$265K +$1.01K +13 +0.4%
AF
129
Allworth Financial
California
$258K – – –
NFG
130
Nations Financial Group
Iowa
$254K – – –
OPPS
131
Obsidian Personal Planning Solutions
Maryland
$252K – – –
BWP
132
Baldwin Wealth Partners
Massachusetts
$250K -$1.21M -15,553 -82%
BBW
133
Blue Barn Wealth
Utah
$244K +$1.17K +15 +0.5%
WMWM
134
Wilkins Miller Wealth Management
Alabama
$237K +$243K +3,124 New
EP
135
EPIQ Partners
Minnesota
$228K -$125K -1,600 -35%
GIP
136
Greatmark Investment Partners
Georgia
$228K – – –
BPA
137
Beacon Pointe Advisors
California
$228K +$234K +3,000 New
JSC
138
Jackson Square Capital
California
$227K – – –
RCM
139
Riggs Capital Management
Utah
$227K +$233K +2,987 New
PWM
140
Perigon Wealth Management
California
$226K +$228K +2,930 New
MWA
141
Midland Wealth Advisors
Illinois
$223K – – –
BTWM
142
Brass Tax Wealth Management
Ohio
$220K -$46.8K -600 -17%
Jones Financial Companies
143
Jones Financial Companies
Missouri
$217K +$55.2K +708 +33%
MIM
144
Moseley Investment Management
Florida
$216K – – –
CFG
145
Cooper Financial Group
California
$210K – – –
EW
146
Element Wealth
Mississippi
$208K +$46.2K +593 +28%
Brown Advisory
147
Brown Advisory
Maryland
$208K – – –
JWCA
148
J.W. Cole Advisors
Florida
$207K +$1.01K +13 +0.5%
SAW
149
Signal Advisors Wealth
Michigan
$206K -$40.7K -522 -16%
MWM
150
Maripau Wealth Management
Indiana
$203K +$209K +2,679 New
4 5
6
7 8

DTD Hedge Fund Activity: Q4 2024 in Review

197 of the 7,593 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.