DTD icon

WisdomTree US Total Dividend Fund
DTD

Overview Fund Activity

196 hedge funds and large institutions have $695M invested in WisdomTree US Total Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+16
Holders Change %
+8.89%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
69
Reduced
45
Closed
8
Calls
$1.8M
Puts
$130K
Net Calls
+$1.67M
Net Calls Change
-$16.4M

Top Buyers

1
EP
Essential Planning
New Hampshire
+$22.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.13M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.74M
4
IAA
Independent Advisor Alliance
North Carolina
+$4.42M
5
SA
Sanctuary Advisors
Indiana
+$3.91M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$1.76M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.42M
3
NS
NBC Securities
Alabama
-$1.4M
4
BWP
Baldwin Wealth Partners
Massachusetts
-$1.18M
5
SFS
Sowell Financial Services
Arkansas
-$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
176
AlphaMark Advisors
Kentucky
$28K – – –
IWP
177
IAG Wealth Partners
Wisconsin
$26.6K – – –
AIP
178
Ameritas Investment Partners
Nebraska
$25.4K +$76 +1 +0.3%
LC
179
Lindbrook Capital
California
$24.6K – – –
TIM
180
Tortoise Investment Management
New York
$22.8K – – –
LI
181
LRI Investments
Florida
$22K – – –
GEA
182
Glen Eagle Advisors
New Jersey
$21.1K +$13.8K +182 +190%
GRP
183
Global Retirement Partners
California
$18.4K – – –
GSWM
184
Golden State Wealth Management
California
$16.2K +$16.2K +213 New
AAP
185
Arax Advisory Partners
Colorado
$15.3K +$76 +1 +0.5%
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$15.2K – – –
Bessemer Group
187
Bessemer Group
New Jersey
$11K – – –
RFG
188
REAP Financial Group
Texas
$7.97K -$683 -9 -8%
PS
189
Principal Securities
Iowa
$7.36K +$7.36K +97 New
SIS
190
Sound Income Strategies
Florida
$4.55K – – –
SAM
191
Smartleaf Asset Management
Massachusetts
$4.33K +$152 +2 +4%
HI
192
Human Investing
Oregon
$4.33K +$4.33K +57 New
EWA
193
EverSource Wealth Advisors
Alabama
$1.9K -$42K -553 -96%
NS
194
NBC Securities
Alabama
$1.28K -$1.4M -17,487 -100%
DFA
195
DHJJ Financial Advisors
Illinois
$1.06K – – –
AssetMark Inc
196
AssetMark Inc
California
$607 +$607 +8 New
SFS
197
Sowell Financial Services
Arkansas
– -$1.12M -14,659 Closed
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
– -$431K -5,651 Closed
OMC
199
Old Mission Capital
Illinois
– -$354K -4,619 Closed
SPWM
200
Schrum Private Wealth Management
Florida
– -$307K -4,000 Closed
5 6 7
8
9