DTD icon

WisdomTree US Total Dividend Fund
DTD

Overview Fund Activity

175 hedge funds and large institutions have $605M invested in WisdomTree US Total Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 13 closing their positions.

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
18
Increased
52
Reduced
57
Closed
13
Calls
$45.1M
Puts
$5.1M
Net Calls
+$40M
Net Calls Change
+$44.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.62M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$3.56M
4
BCM
4
Brookstone Capital Management
Illinois
$3.13M
5
AI
5
Arvest Investments
Arkansas
$2.39M

Top Sellers

1
VPP
1
Vertex Planning Partners
Illinois
$13M
2
Citadel Advisors
2
Citadel Advisors
Florida
$839K
3
6F
3
626 Financial
Michigan
$19.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.83M
5
PFG
5
Pinnacle Financial Group
Illinois
$19.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$137M 2,088,048 +1,093,964 +110%
Bank of America
2
Bank of America
North Carolina
$134M 2,045,553 +29,360 +1%
LPL Financial
3
LPL Financial
California
$37.2M 568,624 +30,338 +6%
Wells Fargo
4
Wells Fargo
California
$24.6M 375,880 -14,637 -4%
PFG
5
Pinnacle Financial Group
Illinois
$19.2M 293,385 -14,752 -5%
6F
6
626 Financial
Michigan
$19.1M 292,865 -21,683 -7%
CWM
7
Connecticut Wealth Management
Connecticut
$18.2M 278,597 -4,078 -1%
HighTower Advisors
8
HighTower Advisors
Illinois
$14.6M 222,796 -3,501 -2%
CAN
9
Cetera Advisor Networks
California
$13.4M 204,979 -6,035 -3%
VPP
10
Vertex Planning Partners
Illinois
$13M 198,668 -139,905 -41%
Ameriprise
11
Ameriprise
Minnesota
$10.7M 163,058 +31,024 +23%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$8.62M 131,828 +95,418 +262%
MPW
13
Melone Private Wealth
Michigan
$7.6M 116,294 +1,540 +1%
KAS
14
Kestra Advisory Services
Texas
$6.92M 105,898 -1,255 -1%
UBS Group
15
UBS Group
Switzerland
$6.85M 104,811 +5,840 +6%
FRA
16
FFG Retirement Advisors
Colorado
$5.55M 84,812 -11,755 -12%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$5.31M 81,200 +23,936 +42%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.23M 64,749 +4,244 +7%
Mariner
19
Mariner
Kansas
$4.2M 64,175 +1,497 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.95M 60,412 +1,563 +3%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$3.56M 54,479 +54,479 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.56M 54,441 -511 -0.9%
SPIA
23
Steward Partners Investment Advisory
New York
$3.14M 48,036 +450 +0.9%
BCM
24
Brookstone Capital Management
Illinois
$3.13M 47,894 +43,497 +989%
Goldman Sachs
25
Goldman Sachs
New York
$2.96M 45,250 +16,640 +58%
1
2 3 4 5