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WisdomTree US Total Dividend Fund
DTD

210 hedge funds and large institutions have $752M invested in WisdomTree US Total Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

734% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $2.03M

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

1% more funds holding

Funds holding: 207 → 210 (+3)

7% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 61

2% more capital invested

Capital invested by funds: $737M → $752M (+$15.1M)

0.73% more ownership

Funds ownership: 49.75% → 50.48% (+0.73%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
210
Holders Change
+3
Holders Change %
+1.45%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
20
Increased
65
Reduced
61
Closed
14
Calls
$16.9M
Puts
$2.03M
Net Calls
+$14.9M
Net Calls Change
+$14.8M

Top Buyers

1
SA
Sanctuary Advisors
Indiana
+$7.12M
2
AI
Atria Investments
North Carolina
+$6.51M
3
LPL Financial
LPL Financial
California
+$5.49M
4
Morgan Stanley
Morgan Stanley
New York
+$4.69M
5
UBS AM
UBS AM
Illinois
+$2.28M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$12.4M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$3.33M
3
CAGAS
Capital Advisory Group Advisory Services
Minnesota
-$2.8M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.37M
5
Wells Fargo
Wells Fargo
California
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$317K – – –
CFD
127
Creative Financial Designs
Indiana
$311K +$7.47K +85 +2%
Truist Financial
128
Truist Financial
North Carolina
$308K +$3.51K +40 +1%
CBU
129
CIBC Bancorp USA
Illinois
$307K +$312K +3,556 New
RWA
130
Rooted Wealth Advisors
Illinois
$305K -$9.05K -103 -3%
KFA
131
Kapstone Financial Advisors
Ohio
$302K – – –
VA
132
VestGen Advisors
Illinois
$301K +$29.8K +339 +11%
NA
133
NewEdge Advisors
Louisiana
$301K -$5.18K -59 -2%
AFG
134
Allegheny Financial Group
Pennsylvania
$298K -$9.22K -105 -3%
SF
135
Summit Financial
New Jersey
$294K +$176 +2 +0.1%
VT
136
Vise Technologies
New York
$290K – – –
CA
137
CoreCap Advisors
Michigan
$280K – – –
IAS
138
Insigneo Advisory Services
Florida
$280K -$161K -1,836 -36%
PFA
139
Perryman Financial Advisory
Texas
$277K +$1.05K +12 +0.4%
RFP
140
Root Financial Partners
California
$276K -$19K -216 -6%
RCAG
141
Rehmann Capital Advisory Group
Michigan
$272K – – –
JWCA
142
J.W. Cole Advisors
Florida
$264K +$966 +11 +0.4%
BPA
143
Beacon Pointe Advisors
California
$259K – – –
GIP
144
Greatmark Investment Partners
Georgia
$259K – – –
KA
145
Klingman & Associates
New York
$259K – – –
WMWM
146
Wilkins Miller Wealth Management
Alabama
$259K – – –
PWM
147
Perigon Wealth Management
California
$253K – – –
MPW
148
Magnolia Private Wealth
Pennsylvania
$252K -$15.5K -176 -6%
HAG
149
HighPoint Advisor Group
Illinois
$249K +$3.16K +36 +1%
CF
150
Centaurus Financial
California
$239K +$88 +1 +0%
4 5
6
7 8

DTD Hedge Fund Activity: Q1 2026 in Review

210 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2026, worth a combined $752M — up 2% from $737M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DTD positions and 14 closed out — a net gain of 6 holders — while 65 added to existing stakes and 61 trimmed.

The largest buyer was Sanctuary Advisors, adding an estimated $7.12M. The largest seller was Bank of America, cutting an estimated $12.4M.

  • 210 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2026, up from 207 in Q4 2025.
  • Funds reported $752M of WisdomTree US Total Dividend Fund stock for Q1 2026, up 2% quarter-over-quarter.
  • 20 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2026 and 14 closed out, a net change of +6 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q1 2026 was Sanctuary Advisors, an estimated $7.12M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q1 2026 was Bank of America, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2026.