DTD icon

WisdomTree US Total Dividend Fund
DTD

Overview Fund Activity

169 hedge funds and large institutions have $498M invested in WisdomTree US Total Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
169
Holders Change
–
Holders Change %
0%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
14
Increased
52
Reduced
46
Closed
13
Calls
$211K
Puts
$38.5M
Net Calls
-$38.3M
Net Calls Change
-$17.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$122M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.63M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.13M
4
AI
4
Atria Investments
North Carolina
$2M
5
NA
5
NewEdge Advisors
Louisiana
$1.46M

Top Sellers

1
VPP
1
Vertex Planning Partners
Illinois
$21M
2
CWM
2
Connecticut Wealth Management
Connecticut
$17.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$57.7M
4
Ameriprise
4
Ameriprise
Minnesota
$8M
5
LPL Financial
5
LPL Financial
California
$29.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$122M 1,957,988 +128,136 +7%
Morgan Stanley
2
Morgan Stanley
New York
$57.7M 928,538 -62,031 -6%
LPL Financial
3
LPL Financial
California
$29.8M 479,735 -34,159 -7%
Wells Fargo
4
Wells Fargo
California
$24.9M 400,899 -21,777 -5%
VPP
5
Vertex Planning Partners
Illinois
$21M 337,814 -195,237 -37%
PFG
6
Pinnacle Financial Group
Illinois
$19.9M 319,884 +2,659 +0.8%
6F
7
626 Financial
Michigan
$19.6M 315,966 +5,804 +2%
CWM
8
Connecticut Wealth Management
Connecticut
$17.6M 283,585 -194,666 -41%
HighTower Advisors
9
HighTower Advisors
Illinois
$14.1M 227,624 +3,156 +1%
Ameriprise
10
Ameriprise
Minnesota
$8M 128,875 -39,367 -23%
MPW
11
Melone Private Wealth
Michigan
$6.78M 109,178 +5,858 +6%
KAS
12
Kestra Advisory Services
Texas
$6.34M 102,045 +1,956 +2%
UBS Group
13
UBS Group
Switzerland
$6.26M 100,872 +737 +0.7%
FRA
14
FFG Retirement Advisors
Colorado
$6.02M 96,883 +259 +0.3%
Citadel Advisors
15
Citadel Advisors
Florida
$5.63M 90,685 +90,685 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$4.13M 66,494 +42,554 +178%
V
17
Veritable
Delaware
$3.89M 62,697 -110 -0.2%
Mariner
18
Mariner
Kansas
$3.85M 61,965 +5,253 +9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.78M 60,945 +17,317 +40%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.77M 60,643 +6,481 +12%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$3.63M 58,385 +9,027 +18%
RWA
22
Rooted Wealth Advisors
Illinois
$3.62M 58,371 -17,742 -23%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.43M 55,165 +3,305 +6%
SPIA
24
Steward Partners Investment Advisory
New York
$2.94M 47,398 +628 +1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.66M 42,866 -330 -0.8%
1
2 3 4 5