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WisdomTree US Total Dividend Fund
DTD

162 hedge funds and large institutions have $410M invested in WisdomTree US Total Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

35% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 40

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

7% more capital invested

Capital invested by funds: $382M → $410M (+$28M)

7% more funds holding

Funds holding: 151 → 162 (+11)

3.79% more ownership

Funds ownership: 36.35% → 40.14% (+3.8%)

23% less call options, than puts

Call options by funds: $1.31M | Put options by funds: $1.69M

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
54
Reduced
40
Closed
6
Calls
$1.31M
Puts
$1.69M
Net Calls
-$385K
Net Calls Change
+$16K

Top Buyers

1
CIAS
CFS Investment Advisory Services
New Jersey
+$22.9M
2
Wells Fargo
Wells Fargo
California
+$12.8M
3
Bank of America
Bank of America
North Carolina
+$6.74M
4
Ameriprise
Ameriprise
Minnesota
+$5.4M
5
AIA
Arrow Investment Advisors
Maryland
+$4.86M

Top Sellers

1
LPL Financial
LPL Financial
California
-$7.67M
2
6F
626 Financial
Michigan
-$4.17M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.16M
4
PFG
Pinnacle Financial Group
Illinois
-$1.24M
5
SFS
Sowell Financial Services
Arkansas
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$83.1M +$6.74M +105,885 +9%
Morgan Stanley
2
Morgan Stanley
New York
$37.4M +$4.63M +72,756 +14%
CWM
3
Connecticut Wealth Management
Connecticut
$35M -$19.9K -313 -0.1%
LPL Financial
4
LPL Financial
California
$26.8M -$7.67M -120,493 -23%
Wells Fargo
5
Wells Fargo
California
$24.6M +$12.8M +201,588 +112%
6F
6
626 Financial
Michigan
$19.6M -$4.17M -65,505 -18%
PFG
7
Pinnacle Financial Group
Illinois
$16.3M -$1.24M -19,502 -7%
HighTower Advisors
8
HighTower Advisors
Illinois
$12.6M +$922K +14,484 +8%
CAN
9
Cetera Advisor Networks
California
$11.4M +$3.88M +60,969 +53%
UBS Group
10
UBS Group
Switzerland
$6.98M -$336K -5,286 -5%
Ameriprise
11
Ameriprise
Minnesota
$6.93M +$5.4M +84,878 +381%
MPW
12
Melone Private Wealth
Michigan
$6.31M +$42.8K +673 +0.7%
KAS
13
Kestra Advisory Services
Texas
$5M +$399K +6,270 +9%
AIA
14
Arrow Investment Advisors
Maryland
$4.93M +$4.86M +76,330 New
AWM
15
AE Wealth Management
Kansas
$4.89M +$915K +14,373 +23%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$4.72M +$2.68M +42,072 +135%
V
17
Veritable
Delaware
$4.51M -$117K -1,833 -3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.35M +$445K +6,998 +12%
Creative Planning
19
Creative Planning
Kansas
$3.48M +$4.01K +63 +0.1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.37M +$1.85M +29,121 +126%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$3.15M -$74.8K -1,175 -2%
DWA
22
Dorsey Wright & Associates
California
$2.91M +$2.87M +45,070 New
Osaic Holdings
23
Osaic Holdings
Arizona
$2.86M +$1.18M +18,587 +72%
MIAN
24
Mariner Independent Advisor Network
Kansas
$2.84M +$1.85M +29,096 +196%
SPIA
25
Steward Partners Investment Advisory
New York
$2.84M +$40.1K +630 +1%
1
2 3 4 5

DTD Hedge Fund Activity: Q1 2022 in Review

162 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2022, worth a combined $410M — up 7.3% from $382M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DTD positions and 6 closed out — a net gain of 14 holders — while 54 added to existing stakes and 40 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $22.9M. The largest seller was LPL Financial, cutting an estimated $7.67M.

  • 162 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2022, up from 151 in Q4 2021.
  • Funds reported $410M of WisdomTree US Total Dividend Fund stock for Q1 2022, up 7.3% quarter-over-quarter.
  • 20 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2022 and 6 closed out, a net change of +14 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $22.9M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q1 2022 was LPL Financial, an estimated $7.67M sold.

Based on aggregated 13F filings for Q1 2022.