WisdomTree US Total Dividend Fund
169 hedge funds and large institutions have $496M invested in WisdomTree US Total Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 19 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 49
0.62% less ownership
Funds ownership: 46.85% → 46.24% (-0.62%)
4% less capital invested
Capital invested by funds: $518M → $496M (-$21.5M)
6% less funds holding
Funds holding: 180 → 169 (-11)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
32% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 19
98% less call options, than puts
Call options by funds: $382K | Put options by funds: $21.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.89M |
| 2 |
Morgan Stanley
New York
|
+$3.87M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.69M |
| 4 |
VPP
Vertex Planning Partners
Downers Grove,
Illinois
|
+$1.4M |
| 5 |
Rockefeller Capital Management
New York
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$10M |
| 2 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$6.92M |
| 3 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$3.22M |
| 4 |
MPW
MGO Private Wealth
Irvine,
California
|
-$3.16M |
| 5 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$2.56M |
DTD Hedge Fund Activity: Q1 2023 in Review
169 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2023, worth a combined $496M — down 4.1% from $518M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of DTD and 13 opened new positions — a net loss of 6 holders — while 49 trimmed existing stakes and 49 added.
The largest buyer was Bank of America, adding an estimated $9.89M. The largest seller was Wells Fargo, cutting an estimated $10M.
- 169 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2023, down from 180 in Q4 2022.
- Funds reported $496M of WisdomTree US Total Dividend Fund stock for Q1 2023, down 4.1% quarter-over-quarter.
- 13 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2023 and 19 closed out, a net change of -6 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q1 2023 was Bank of America, an estimated $9.89M added.
- The largest WisdomTree US Total Dividend Fund seller in Q1 2023 was Wells Fargo, an estimated $10M sold.
Based on aggregated 13F filings for Q1 2023.