WisdomTree US Total Dividend Fund
174 hedge funds and large institutions have $494M invested in WisdomTree US Total Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 14 closing their positions.
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
3% more funds holding
Funds holding: 169 → 174 (+5)
0.89% more ownership
Funds ownership: 46% → 46.89% (+0.89%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less capital invested
Capital invested by funds: $498M → $494M (-$4.78M)
19% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 57
66% less call options, than puts
Call options by funds: $2.15M | Put options by funds: $6.37M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$10.7M |
| 2 |
Morgan Stanley
New York
|
+$4.09M |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$3.89M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.66M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.48M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.2M |
| 3 |
RWA
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
-$3.14M |
| 4 |
Jane Street
New York
|
-$2.5M |
| 5 |
Bank of New York Mellon
New York
|
-$2.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
176
Bank of New York Mellon
New York
| – | -$2.34M | -37,693 | Closed |
|
|
AT
177
American Trust
Lexington,
Kentucky
| – | -$553K | -8,902 | Closed |
|
|
VWA
178
V Wealth Advisors
Overland Park,
Kansas
| – | -$341K | -5,495 | Closed |
|
|
WPW
179
Waldron Private Wealth
Bridgeville,
Pennsylvania
| – | -$260K | -4,184 | Closed |
|
|
APW
180
Aurora Private Wealth
Rockaway,
New Jersey
| – | -$254K | -4,098 | Closed |
|
|
SFA
181
Sequoia Financial Advisors
Akron,
Ohio
| – | -$231K | -3,726 | Closed |
|
182
Stifel Financial
St. Louis,
Missouri
| – | -$222K | -3,575 | Closed |
|
|
JWCA
183
J.W. Cole Advisors
Tampa,
Florida
| – | -$214K | -3,448 | Closed |
|
|
WWM
184
Windsor Wealth Management
Indianapolis,
Indiana
| – | -$211K | -3,400 | Closed |
|
|
AWM
185
Activest Wealth Management
Aventure,
Florida
| – | -$135K | -1,917 | Closed |
|
|
HWA
186
Heritage Wealth Advisors
Richmond,
Virginia
| – | -$36.6K | -590 | Closed |
|
|
RMA
187
Roffman Miller Associates
Philadelphia,
Pennsylvania
| – | -$2.86K | -46 | Closed |
|
|
ADL
188
Asset Dedication LLC
San Francisco,
California
| – | +$62 | +1 | New |
|
DTD Hedge Fund Activity: Q3 2023 in Review
174 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2023, worth a combined $494M — down 0.96% from $498M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new DTD positions and 14 closed out — a net gain of 5 holders — while 46 added to existing stakes and 57 trimmed.
The largest buyer was Cetera Advisor Networks, adding an estimated $10.7M. The largest seller was Citadel Advisors, cutting an estimated $3.48M.
- 174 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2023, up from 169 in Q2 2023.
- Funds reported $494M of WisdomTree US Total Dividend Fund stock for Q3 2023, down 0.96% quarter-over-quarter.
- 19 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2023 and 14 closed out, a net change of +5 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q3 2023 was Cetera Advisor Networks, an estimated $10.7M added.
- The largest WisdomTree US Total Dividend Fund seller in Q3 2023 was Citadel Advisors, an estimated $3.48M sold.
Based on aggregated 13F filings for Q3 2023.