WisdomTree US Total Dividend Fund
186 hedge funds and large institutions have $606M invested in WisdomTree US Total Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 12 closing their positions.
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
6% more funds holding
Funds holding: 175 → 186 (+11)
5% more call options, than puts
Call options by funds: $7.45M | Put options by funds: $7.11M
0% more capital invested
Capital invested by funds: $605M → $606M (+$939K)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4.23% less ownership
Funds ownership: 53.51% → 49.28% (-4.2%)
21% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$19.9M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$5M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$3.09M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.76M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$67.2M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$3.46M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.93M |
| 4 |
FRA
FFG Retirement Advisors
Centennial,
Colorado
|
-$1.32M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.28M |
DTD Hedge Fund Activity: Q1 2024 in Review
186 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2024, worth a combined $606M — up 0.16% from $605M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new DTD positions and 12 closed out — a net gain of 12 holders — while 48 added to existing stakes and 61 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $19.9M. The largest seller was Morgan Stanley, cutting an estimated $67.2M.
- 186 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2024, up from 175 in Q4 2023.
- Funds reported $606M of WisdomTree US Total Dividend Fund stock for Q1 2024, up 0.16% quarter-over-quarter.
- 24 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2024 and 12 closed out, a net change of +12 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $19.9M added.
- The largest WisdomTree US Total Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $67.2M sold.
Based on aggregated 13F filings for Q1 2024.