WisdomTree US Total Dividend Fund
157 hedge funds and large institutions have $404M invested in WisdomTree US Total Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 60 increasing their positions, 39 reducing their positions, and 12 closing their positions.
72% more call options, than puts
Call options by funds: $1.24M | Put options by funds: $720K
54% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 39
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
0.8% more ownership
Funds ownership: 41.31% → 42.11% (+0.8%)
4% less capital invested
Capital invested by funds: $419M → $404M (-$15.3M)
5% less funds holding
Funds holding: 165 → 157 (-8)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.44M |
| 2 |
Morgan Stanley
New York
|
+$5.8M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$3.55M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.45M |
| 5 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$8.77M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.08M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.35M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.34M |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$1.07M |
DTD Hedge Fund Activity: Q3 2022 in Review
157 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q3 2022, worth a combined $404M — down 3.6% from $419M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of DTD and 7 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 60 added.
The largest buyer was Bank of America, adding an estimated $6.44M. The largest seller was Cetera Advisor Networks, cutting an estimated $8.77M.
- 157 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q3 2022, down from 165 in Q2 2022.
- Funds reported $404M of WisdomTree US Total Dividend Fund stock for Q3 2022, down 3.6% quarter-over-quarter.
- 7 funds opened new WisdomTree US Total Dividend Fund positions in Q3 2022 and 12 closed out, a net change of -5 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q3 2022 was Bank of America, an estimated $6.44M added.
- The largest WisdomTree US Total Dividend Fund seller in Q3 2022 was Cetera Advisor Networks, an estimated $8.77M sold.
Based on aggregated 13F filings for Q3 2022.