WisdomTree US Total Dividend Fund
162 hedge funds and large institutions have $410M invested in WisdomTree US Total Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
35% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 40
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
7% more capital invested
Capital invested by funds: $382M → $410M (+$28M)
7% more funds holding
Funds holding: 151 → 162 (+11)
3.79% more ownership
Funds ownership: 36.35% → 40.14% (+3.8%)
23% less call options, than puts
Call options by funds: $1.31M | Put options by funds: $1.69M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$22.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$12.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.74M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.4M |
| 5 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
+$4.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$7.67M |
| 2 |
6F
626 Financial
Portage,
Michigan
|
-$4.17M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.16M |
| 4 |
PFG
Pinnacle Financial Group
Western Springs,
Illinois
|
-$1.24M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.21M |
DTD Hedge Fund Activity: Q1 2022 in Review
162 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2022, worth a combined $410M — up 7.3% from $382M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DTD positions and 6 closed out — a net gain of 14 holders — while 54 added to existing stakes and 40 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $22.9M. The largest seller was LPL Financial, cutting an estimated $7.67M.
- 162 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2022, up from 151 in Q4 2021.
- Funds reported $410M of WisdomTree US Total Dividend Fund stock for Q1 2022, up 7.3% quarter-over-quarter.
- 20 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2022 and 6 closed out, a net change of +14 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $22.9M added.
- The largest WisdomTree US Total Dividend Fund seller in Q1 2022 was LPL Financial, an estimated $7.67M sold.
Based on aggregated 13F filings for Q1 2022.