WisdomTree US Total Dividend Fund
211 hedge funds and large institutions have $752M invested in WisdomTree US Total Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 14 closing their positions.
734% more call options, than puts
Call options by funds: $16.9M | Put options by funds: $2.03M
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
1% more funds holding
Funds holding: 208 → 211 (+3)
8% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 60
2% more capital invested
Capital invested by funds: $734M → $752M (+$18.3M)
0.95% more ownership
Funds ownership: 49.54% → 50.49% (+0.95%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$7.12M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$6.51M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.49M |
| 4 |
Morgan Stanley
New York
|
+$4.69M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$12.4M |
| 2 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
-$2.8M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.37M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.7M |
| 5 |
6F
626 Financial
Portage,
Michigan
|
-$1.67M |
DTD Hedge Fund Activity: Q1 2026 in Review
211 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Total Dividend Fund (DTD) for Q1 2026, worth a combined $752M — up 2.5% from $734M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DTD positions and 14 closed out — a net gain of 6 holders — while 65 added to existing stakes and 60 trimmed.
The largest buyer was Sanctuary Advisors, adding an estimated $7.12M. The largest seller was Bank of America, cutting an estimated $12.4M.
- 211 institutional investors held WisdomTree US Total Dividend Fund (DTD) as of Q1 2026, up from 208 in Q4 2025.
- Funds reported $752M of WisdomTree US Total Dividend Fund stock for Q1 2026, up 2.5% quarter-over-quarter.
- 20 funds opened new WisdomTree US Total Dividend Fund positions in Q1 2026 and 14 closed out, a net change of +6 holders.
- The largest WisdomTree US Total Dividend Fund buyer in Q1 2026 was Sanctuary Advisors, an estimated $7.12M added.
- The largest WisdomTree US Total Dividend Fund seller in Q1 2026 was Bank of America, an estimated $12.4M sold.
Based on aggregated 13F filings for Q1 2026.