WisdomTree US Total Dividend Fund
181 hedge funds and large institutions have $637M invested in WisdomTree US Total Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 14 closing their positions.
141% more call options, than puts
Call options by funds: $30.8M | Put options by funds: $12.8M
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
10% more capital invested
Capital invested by funds: $581M → $637M (+$55.5M)
2% more funds holding
Funds holding: 177 → 181 (+4)
0.3% more ownership
Funds ownership: 47.29% → 47.59% (+0.3%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
14% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.12M |
| 2 |
Bank of New York Mellon
New York
|
+$4.96M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.7M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$2.12M |
| 5 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$5.35M |
| 2 |
TWD
True Wealth Design
Akron,
Ohio
|
-$2.11M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$1.86M |
| 4 |
MLA
My Legacy Advisors
Bend,
Oregon
|
-$1.27M |
| 5 |
PFG
Pinnacle Financial Group
Western Springs,
Illinois
|
-$1.12M |
DTD Hedge Fund Activity: Q3 2024 in Review
181 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2024, worth a combined $637M — up 9.5% from $581M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DTD positions and 14 closed out — a net gain of 6 holders — while 49 added to existing stakes and 57 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.12M. The largest seller was Citadel Advisors, cutting an estimated $5.35M.
- 181 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2024, up from 177 in Q2 2024.
- Funds reported $637M of WisdomTree US Total Dividend Fund stock for Q3 2024, up 9.5% quarter-over-quarter.
- 20 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2024 and 14 closed out, a net change of +6 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q3 2024 was Morgan Stanley, an estimated $5.12M added.
- The largest WisdomTree US Total Dividend Fund seller in Q3 2024 was Citadel Advisors, an estimated $5.35M sold.
Based on aggregated 13F filings for Q3 2024.