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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
MIM
151
Moseley Investment Management
Florida
$237K -$8.79K -100 -4%
BIG
152
Brooklyn Investment Group
New York
$237K +$241K +2,748 New
Brown Advisory
153
Brown Advisory
Maryland
$237K – – –
LCAM
154
London & Capital Asset Management
United Kingdom
$230K – – –
HI
155
Harbour Investments
Wisconsin
$230K +$234K +2,667 New
Bank of New York Mellon
156
Bank of New York Mellon
New York
$222K +$226K +2,569 New
LW
157
Livet Wealth
Utah
$220K -$27.7K -315 -11%
AA
158
Armis Advisers
Georgia
$216K +$439 +5 +0.2%
AF
159
Allworth Financial
California
$215K +$2.64K +30 +1%
CFP
160
Curran Financial Partners
South Carolina
$213K -$1.41K -16 -0.6%
Lazard Asset Management
161
Lazard Asset Management
New York
$207K – – –
UB
162
Umpqua Bank
Oregon
$207K – – –
TP
163
Tranquility Partners
Tennessee
$207K -$3.51K -40 -2%
JSC
164
Jackson Square Capital
California
$206K – – –
CWM
165
Centric Wealth Management
Illinois
$203K +$198K +2,250 New
CSP
166
Cary Street Partners
Virginia
$202K -$9.4K -107 -4%
LI
167
LRI Investments
Florida
$202K -$6.41K -73 -3%
PCH
168
PGIM Custom Harvest
New Jersey
$201K +$204K +2,324 New
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$148K +$150K +1,709 New
AWM
170
AE Wealth Management
Kansas
$137K -$351 -4 -0.3%
CT
171
Clearstead Trust
Maine
$118K – – –
CPG
172
Cornerstone Planning Group
New Jersey
$103K -$131K -1,491 -57%
WP
173
WealthShield Partners
North Carolina
$94.7K – – –
PAI
174
Pittenger & Anderson Inc
Nebraska
$92.4K -$20.2K -230 -18%
HNB
175
Hilltop National Bank
Wyoming
$85.2K – – –
5 6
7
8 9

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.