DTD icon

WisdomTree US Total Dividend Fund
DTD

Overview Fund Activity

174 hedge funds and large institutions have $494M invested in WisdomTree US Total Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
174
Holders Change
+5
Holders Change %
+2.96%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
19
Increased
46
Reduced
57
Closed
14
Calls
$2.15M
Puts
$6.37M
Net Calls
-$4.22M
Net Calls Change
+$34.1M

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$12.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$59.8M
3
PFO
3
Pathstone Family Office
New Jersey
$3.74M
4
LPL Financial
4
LPL Financial
California
$32.4M
5
Bank of America
5
Bank of America
North Carolina
$121M

Top Sellers

1
V
1
Veritable
Delaware
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.11M
3
RWA
3
Rooted Wealth Advisors
Illinois
$504K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$921K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$121M 2,016,193 +58,205 +3%
Morgan Stanley
2
Morgan Stanley
New York
$59.8M 994,084 +65,546 +7%
LPL Financial
3
LPL Financial
California
$32.4M 538,286 +58,551 +12%
Wells Fargo
4
Wells Fargo
California
$23.5M 390,517 -10,382 -3%
VPP
5
Vertex Planning Partners
Illinois
$20.4M 338,573 +759 +0.2%
6F
6
626 Financial
Michigan
$18.9M 314,548 -1,418 -0.4%
PFG
7
Pinnacle Financial Group
Illinois
$18.5M 308,137 -11,747 -4%
CWM
8
Connecticut Wealth Management
Connecticut
$17M 282,675 -910 -0.3%
HighTower Advisors
9
HighTower Advisors
Illinois
$13.6M 226,297 -1,327 -0.6%
CAN
10
Cetera Advisor Networks
California
$12.7M 211,014 +171,458 +433%
Ameriprise
11
Ameriprise
Minnesota
$7.94M 132,034 +3,159 +2%
MPW
12
Melone Private Wealth
Michigan
$6.9M 114,754 +5,576 +5%
KAS
13
Kestra Advisory Services
Texas
$6.45M 107,153 +5,108 +5%
UBS Group
14
UBS Group
Switzerland
$5.96M 98,971 -1,901 -2%
FRA
15
FFG Retirement Advisors
Colorado
$5.81M 96,567 -316 -0.3%
Mariner
16
Mariner
Kansas
$3.77M 62,678 +713 +1%
PFO
17
Pathstone Family Office
New Jersey
$3.74M 62,211 +62,211 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.64M 60,505 -138 -0.2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.54M 58,849 -2,096 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.53M 58,676 +16,535 +39%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$3.45M 57,264 -1,121 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.31M 54,952 -213 -0.4%
SPIA
23
Steward Partners Investment Advisory
New York
$2.86M 47,586 +188 +0.4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.56M 42,581 -285 -0.7%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$2.41M 40,057 -139 -0.3%
1
2 3 4 5