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WisdomTree US Total Dividend Fund
DTD

186 hedge funds and large institutions have $606M invested in WisdomTree US Total Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

6% more funds holding

Funds holding: 175 → 186 (+11)

5% more call options, than puts

Call options by funds: $7.45M | Put options by funds: $7.11M

0% more capital invested

Capital invested by funds: $605M → $606M (+$939K)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4.23% less ownership

Funds ownership: 53.51% → 49.28% (-4.2%)

21% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 61

Holders
186
Holders Change
+11
Holders Change %
+6.29%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
24
Increased
48
Reduced
61
Closed
12
Calls
$7.45M
Puts
$7.11M
Net Calls
+$345K
Net Calls Change
-$39.7M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$19.9M
2
CAN
Cetera Advisor Networks
California
+$5M
3
MFG
Merit Financial Group
Georgia
+$3.09M
4
LPL Financial
LPL Financial
California
+$2.76M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.71M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$67.2M
2
Mariner
Mariner
Kansas
-$3.46M
3
Ameriprise
Ameriprise
Minnesota
-$1.93M
4
FRA
FFG Retirement Advisors
Colorado
-$1.32M
5
Bank of America
Bank of America
North Carolina
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$143M -$1.28M -19,049 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$77M -$67.2M -999,754 -48%
LPL Financial
3
LPL Financial
California
$43.1M +$2.76M +41,037 +7%
Wells Fargo
4
Wells Fargo
California
$26.4M -$185K -2,759 -0.7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$21.9M +$19.9M +295,669 +2,013%
6F
6
626 Financial
Michigan
$21M +$292K +4,341 +1%
PFG
7
Pinnacle Financial Group
Illinois
$21M +$228K +3,398 +1%
CAN
8
Cetera Advisor Networks
California
$19.8M +$5M +74,369 +36%
CWM
9
Connecticut Wealth Management
Connecticut
$19.7M -$29K -431 -0.2%
HighTower Advisors
10
HighTower Advisors
Illinois
$15.4M -$358K -5,324 -2%
VPP
11
Vertex Planning Partners
Illinois
$14.3M +$211K +3,136 +2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.7M +$1.32M +19,652 +15%
Ameriprise
13
Ameriprise
Minnesota
$9.51M -$1.93M -28,664 -18%
MPW
14
Melone Private Wealth
Michigan
$8.13M -$85.4K -1,271 -1%
UBS Group
15
UBS Group
Switzerland
$7.6M +$174K +2,593 +2%
KAS
16
Kestra Advisory Services
Texas
$7.24M -$234K -3,482 -3%
JP Morgan Chase
17
JP Morgan Chase
New York
$5.43M -$299K -4,445 -5%
FRA
18
FFG Retirement Advisors
Colorado
$4.61M -$1.32M -19,670 -23%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.49M +$208K +3,096 +5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.26M -$301K -4,472 -7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.87M +$16K +238 +0.4%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$3.85M – – –
SPIA
23
Steward Partners Investment Advisory
New York
$3.36M -$31.5K -468 -1%
Corient Private Wealth
24
Corient Private Wealth
Florida
$3.28M +$80.8K +1,202 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.15M +$86.9K +1,293 +3%
1
2 3 4 5

DTD Hedge Fund Activity: Q1 2024 in Review

186 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2024, worth a combined $606M — up 0.16% from $605M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DTD positions and 12 closed out — a net gain of 12 holders — while 48 added to existing stakes and 61 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $19.9M. The largest seller was Morgan Stanley, cutting an estimated $67.2M.

  • 186 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2024, up from 175 in Q4 2023.
  • Funds reported $606M of WisdomTree US Total Dividend Fund stock for Q1 2024, up 0.16% quarter-over-quarter.
  • 24 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2024 and 12 closed out, a net change of +12 holders.
  • The largest WisdomTree US Total Dividend Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $19.9M added.
  • The largest WisdomTree US Total Dividend Fund seller in Q1 2024 was Morgan Stanley, an estimated $67.2M sold.

Based on aggregated 13F filings for Q1 2024.