WisdomTree US Total Dividend Fund
175 hedge funds and large institutions have $605M invested in WisdomTree US Total Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 13 closing their positions.
785% more call options, than puts
Call options by funds: $45.1M | Put options by funds: $5.1M
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
23% more capital invested
Capital invested by funds: $494M → $605M (+$112M)
6.62% more ownership
Funds ownership: 46.89% → 53.51% (+6.6%)
1% more funds holding
Funds holding: 174 → 175 (+1)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
9% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$67.3M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.87M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$2.68M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.91M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VPP
Vertex Planning Partners
Downers Grove,
Illinois
|
-$8.61M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.37M |
| 3 |
6F
626 Financial
Portage,
Michigan
|
-$1.33M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$952K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$946K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
176
Avior Wealth Management
Omaha,
Nebraska
| – | -$806K | -13,399 | Closed |
|
|
FTUS
177
Flow Traders U.S.
New York
| – | -$382K | -6,353 | Closed |
|
|
RWM
178
Revisor Wealth Management
Akron,
Ohio
| – | -$347K | -5,772 | Closed |
|
|
CIA
179
Compass Ion Advisors
Conshohocken,
Pennsylvania
| – | -$252K | -4,190 | Closed |
|
|
TP
180
Tranquility Partners
Brentwood,
Tennessee
| – | -$220K | -3,648 | Closed |
|
|
CF
181
Centaurus Financial
Anaheim,
California
| – | -$188K | -3,119 | Closed |
|
|
CSPIA
182
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$147K | -2,444 | Closed |
|
|
SCA
183
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$109K | -1,804 | Closed |
|
|
BAAM
184
Baker Avenue Asset Management
San Francisco,
California
| – | -$6.2K | -103 | Closed |
|
185
AssetMark Inc
Concord,
California
| – | -$4.21K | -70 | Closed |
|
|
TWM
186
Tradition Wealth Management
Edina,
Minnesota
| – | -$3K | -57 | Closed |
|
|
SIC
187
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$1.26K | -21 | Closed |
|
DTD Hedge Fund Activity: Q4 2023 in Review
175 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q4 2023, worth a combined $605M — up 23% from $494M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DTD positions and 13 closed out — a net gain of 5 holders — while 52 added to existing stakes and 57 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $67.3M. The largest seller was Vertex Planning Partners, cutting an estimated $8.61M.
- 175 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q4 2023, up from 174 in Q3 2023.
- Funds reported $605M of WisdomTree US Total Dividend Fund stock for Q4 2023, up 23% quarter-over-quarter.
- 18 funds opened new WisdomTree US Total Dividend Fund positions in Q4 2023 and 13 closed out, a net change of +5 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $67.3M added.
- The largest WisdomTree US Total Dividend Fund seller in Q4 2023 was Vertex Planning Partners, an estimated $8.61M sold.
Based on aggregated 13F filings for Q4 2023.