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WisdomTree US Total Dividend Fund
DTD

132 hedge funds and large institutions have $288M invested in WisdomTree US Total Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $272M → $288M (+$15.4M)

3% more funds holding

Funds holding: 128 → 132 (+4)

3.71% less ownership

Funds ownership: 65.14% → 61.44% (-3.7%)

18% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 39

77% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $4.45M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
32
Reduced
39
Closed
9
Calls
$1.01M
Puts
$4.45M
Net Calls
-$3.43M
Net Calls Change
-$691K

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$32.1M
2
CAN
Cetera Advisor Networks
California
+$5.14M
3
Bank of America
Bank of America
North Carolina
+$2.32M
4
JFS
JD Financial Services
Pennsylvania
+$2.31M
5
FTUS
Flow Traders U.S.
New York
+$1.23M

Top Sellers

1
LPL Financial
LPL Financial
California
-$15.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.68M
3
SPIA
Steward Partners Investment Advisory
New York
-$1.15M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$948K
5
Creative Planning
Creative Planning
Kansas
-$860K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$65.7M +$2.32M +39,440 +4%
LPL Financial
2
LPL Financial
California
$35M -$15.2M -258,866 -30%
CWM
3
Connecticut Wealth Management
Connecticut
$32.4M +$32.1M +546,308 New
Morgan Stanley
4
Morgan Stanley
New York
$14.9M +$460K +7,812 +3%
HighTower Advisors
5
HighTower Advisors
Illinois
$11.2M -$153K -2,602 -1%
Wells Fargo
6
Wells Fargo
California
$10.5M -$172K -2,928 -2%
UBS Group
7
UBS Group
Switzerland
$6.88M +$164K +2,786 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$6.23M -$450K -7,650 -7%
CAN
9
Cetera Advisor Networks
California
$6.05M +$5.14M +87,412 +593%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$5.44M – – –
Citadel Advisors
11
Citadel Advisors
Florida
$5.28M +$129K +2,188 +3%
V
12
Veritable
Delaware
$4.66M -$140K -2,372 -3%
JFS
13
JD Financial Services
Pennsylvania
$4M +$2.31M +39,348 +140%
KAS
14
Kestra Advisory Services
Texas
$3.95M +$186K +3,168 +5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.21M +$233K +3,958 +8%
GVAG
16
Great Valley Advisor Group
Delaware
$3.03M -$27.2K -462 -0.9%
FTUS
17
Flow Traders U.S.
New York
$2.96M +$1.23M +20,874 +72%
CAC
18
Certified Advisory Corp
Florida
$2.95M -$37.2K -632 -1%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$2.94M – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.88M -$948K -16,114 -25%
SPIA
21
Steward Partners Investment Advisory
New York
$2.6M -$1.15M -19,524 -31%
MIAN
22
Mariner Independent Advisor Network
Kansas
$2.44M +$158K +2,690 +7%
RC
23
RegentAtlantic Capital
New Jersey
$2.22M – – –
Creative Planning
24
Creative Planning
Kansas
$2.21M -$860K -14,610 -28%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.19M -$67K -1,138 -3%
1
2 3 4 5

DTD Hedge Fund Activity: Q2 2021 in Review

132 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2021, worth a combined $288M — up 5.7% from $272M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DTD positions and 9 closed out — a net gain of 7 holders — while 32 added to existing stakes and 39 trimmed.

The largest buyer was Connecticut Wealth Management, opening a new position worth an estimated $32.1M. The largest seller was LPL Financial, cutting an estimated $15.2M.

  • 132 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2021, up from 128 in Q1 2021.
  • Funds reported $288M of WisdomTree US Total Dividend Fund stock for Q2 2021, up 5.7% quarter-over-quarter.
  • 16 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2021 and 9 closed out, a net change of +7 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q2 2021 was Connecticut Wealth Management, an estimated $32.1M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q2 2021 was LPL Financial, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2021.