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WisdomTree US Total Dividend Fund
DTD

177 hedge funds and large institutions have $581M invested in WisdomTree US Total Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $31.3M | Put options by funds: $27.1M

4% less capital invested

Capital invested by funds: $606M → $581M (-$24.9M)

10% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 61

1.99% less ownership

Funds ownership: 49.28% → 47.29% (-2%)

5% less funds holding

Funds holding: 186 → 177 (-9)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
177
Holders Change
-9
Holders Change %
-4.84%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
8
Increased
55
Reduced
61
Closed
13
Calls
$31.3M
Puts
$27.1M
Net Calls
+$4.12M
Net Calls Change
+$3.78M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$4.79M
2
LPL Financial
LPL Financial
California
+$2.34M
3
Morgan Stanley
Morgan Stanley
New York
+$2.22M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.83M
5
CPRC
Consolidated Portfolio Review Corp
New York
+$948K

Top Sellers

Rank Fund Capital Flow
1
VPP
Vertex Planning Partners
Illinois
-$7.43M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.07M
3
BCM
Brookstone Capital Management
Illinois
-$1.04M
4
AI
Atria Investments
North Carolina
-$1.04M
5
CA
Claro Advisors
Massachusetts
-$919K
Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
176
DHJJ Financial Advisors
Illinois
$992 – – –
ADL
177
Asset Dedication LLC
California
$71 – – –
CA
178
Claro Advisors
Massachusetts
– -$919K -12,993 Closed
TB
179
Treynor Bancshares
Iowa
– -$552K -7,800 Closed
SAW
180
Signal Advisors Wealth
Michigan
– -$369K -5,214 Closed
CAM
181
Crestone Asset Management
Colorado
– -$313K -4,423 Closed
BAG
182
Bridgewealth Advisory Group
California
– -$248K -3,512 Closed
Brown Advisory
183
Brown Advisory
Maryland
– -$241K -3,408 Closed
ES
184
Eagle Strategies
New York
– -$213K -3,013 Closed
BPA
185
Beacon Pointe Advisors
California
– -$212K -3,000 Closed
LW
186
Libra Wealth
California
– -$203K -2,867 Closed
Citigroup
187
Citigroup
New York
– -$55.4K -783 Closed
TAM
188
Tucker Asset Management
Colorado
– -$13.2K -186 Closed
US Bancorp
189
US Bancorp
Minnesota
– -$7.07K -100 Closed
AssetMark Inc
190
AssetMark Inc
California
– -$2.55K -36 Closed
4 5 6 7
8

DTD Hedge Fund Activity: Q2 2024 in Review

177 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2024, worth a combined $581M — down 4.1% from $606M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DTD and 8 opened new positions — a net loss of 5 holders — while 61 trimmed existing stakes and 55 added.

The largest buyer was Citadel Advisors, adding an estimated $4.79M. The largest seller was Vertex Planning Partners, cutting an estimated $7.43M.

  • 177 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2024, down from 186 in Q1 2024.
  • Funds reported $581M of WisdomTree US Total Dividend Fund stock for Q2 2024, down 4.1% quarter-over-quarter.
  • 8 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2024 and 13 closed out, a net change of -5 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q2 2024 was Citadel Advisors, an estimated $4.79M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q2 2024 was Vertex Planning Partners, an estimated $7.43M sold.

Based on aggregated 13F filings for Q2 2024.