WisdomTree US Total Dividend Fund
165 hedge funds and large institutions have $419M invested in WisdomTree US Total Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 14 closing their positions.
73% more call options, than puts
Call options by funds: $2.42M | Put options by funds: $1.4M
51% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 39
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
3.34% more ownership
Funds ownership: 37.96% → 41.31% (+3.3%)
2% more funds holding
Funds holding: 161 → 165 (+4)
2% more capital invested
Capital invested by funds: $410M → $419M (+$8.64M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$13.6M |
| 2 |
Morgan Stanley
New York
|
+$10.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.95M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$2.8M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$1.12M |
| 3 |
AT
American Trust
Lexington,
Kentucky
|
-$542K |
| 4 |
WWM
Windsor Wealth Management
Indianapolis,
Indiana
|
-$445K |
| 5 |
LA
Latitude Advisors
Vero Beach,
Florida
|
-$381K |
DTD Hedge Fund Activity: Q2 2022 in Review
165 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q2 2022, worth a combined $419M — up 2.1% from $410M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DTD positions and 14 closed out — a net gain of 4 holders — while 59 added to existing stakes and 39 trimmed.
The largest buyer was Bank of America, adding an estimated $13.6M. The largest seller was Bank of New York Mellon, cutting an estimated $2.8M.
- 165 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q2 2022, up from 161 in Q1 2022.
- Funds reported $419M of WisdomTree US Total Dividend Fund stock for Q2 2022, up 2.1% quarter-over-quarter.
- 18 funds opened new WisdomTree US Total Dividend Fund positions in Q2 2022 and 14 closed out, a net change of +4 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q2 2022 was Bank of America, an estimated $13.6M added.
- The largest WisdomTree US Total Dividend Fund seller in Q2 2022 was Bank of New York Mellon, an estimated $2.8M sold.
Based on aggregated 13F filings for Q2 2022.