WisdomTree US Total Dividend Fund
165 hedge funds and large institutions have $419M invested in WisdomTree US Total Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 14 closing their positions.
73% more call options, than puts
Call options by funds: $2.42M | Put options by funds: $1.4M
48% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 40
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
2% more funds holding
Funds holding: 162 → 165 (+3)
1.17% more ownership
Funds ownership: 40.14% → 41.31% (+1.2%)
2% more capital invested
Capital invested by funds: $410M → $419M (+$8.62M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$13.6M |
| 2 |
Morgan Stanley
New York
|
+$10.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.95M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$22.2M |
| 2 |
Bank of New York Mellon
New York
|
-$2.8M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$1.12M |
| 4 |
AT
American Trust
Lexington,
Kentucky
|
-$542K |
| 5 |
WWM
Windsor Wealth Management
Indianapolis,
Indiana
|
-$445K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VCM
176
Vigilant Capital Management
Portland,
Maine
| – | -$50K | -773 | Closed |
|
|
PFS
177
Prospera Financial Services
Dallas,
Texas
| – | -$21K | -330 | Closed |
|
178
Koshinski Asset Management
Decatur,
Illinois
| – | -$5.23K | -81 | Closed |
|
179
Citigroup
New York
| – | -$432 | -7 | -88% |
|
DTD Hedge Fund Activity: Q2 2022 in Review
165 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2022, worth a combined $419M — up 2.1% from $410M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DTD positions and 14 closed out — a net gain of 3 holders — while 59 added to existing stakes and 40 trimmed.
The largest buyer was Bank of America, adding an estimated $13.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $22.2M.
- 165 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2022, up from 162 in Q1 2022.
- Funds reported $419M of WisdomTree US Total Dividend Fund stock for Q2 2022, up 2.1% quarter-over-quarter.
- 17 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2022 and 14 closed out, a net change of +3 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q2 2022 was Bank of America, an estimated $13.6M added.
- The largest WisdomTree US Total Dividend Fund seller in Q2 2022 was CFS Investment Advisory Services, an estimated $22.2M sold.
Based on aggregated 13F filings for Q2 2022.