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WisdomTree US Total Dividend Fund
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Overview Fund Activity

128 hedge funds and large institutions have $272M invested in WisdomTree US Total Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
30
Reduced
39
Closed
8
Calls
$386K
Puts
$3.13M
Net Calls
-$2.74M
Net Calls Change
-$3.83M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$10.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$6.38M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.91M
4
LPL Financial
4
LPL Financial
California
$48M
5
Bank of America
5
Bank of America
North Carolina
$60.5M

Top Sellers

1
CWM
1
Connecticut Wealth Management
Connecticut
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.66M
3
T
3
TRUADVICE
Florida
$216K
4
Jane Street
4
Jane Street
New York
$1.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFS
26
JD Financial Services
Pennsylvania
$1.59M +$1.59M +28,164 New
AAS
27
Avantax Advisory Services
Texas
$1.51M +$38.2K +676 +3%
CCA
28
Clearwater Capital Advisors
Illinois
$1.39M -$49.2K -870 -3%
SPC
29
Sigma Planning Corp
Michigan
$1.35M +$1.35M +23,808 New
KCM
30
Kendall Capital Management
Maryland
$1.34M -$113K -2,000 -8%
William Blair & Company
31
William Blair & Company
Illinois
$1.26M -$220K -3,894 -15%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.25M -$343K -6,076 -22%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$1.25M -$1.35M – –
JWA
34
JFS Wealth Advisors
Pennsylvania
$1.23M -$82.3K -1,456 -6%
GW
35
GW & Wade
Massachusetts
$1.21M -$26.2K -464 -2%
Jane Street
36
Jane Street
New York
$1.2M -$3.5M -61,930 -74%
CAGAS
37
Capital Advisory Group Advisory Services
Minnesota
$1.16M +$565 +10 +0%
LC
38
LCNB Corp
Ohio
$1.09M -$67.8K -1,200 -6%
EWM
39
Evercore Wealth Management
New York
$1.07M – – –
SCG
40
Sonata Capital Group
Washington
$1.05M -$226K -4,000 -18%
CA
41
Cetera Advisors
Colorado
$1.05M +$166K +2,936 +19%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$934K -$2.6K -46 -0.3%
SWP
43
Stratos Wealth Partners
Ohio
$910K +$165K +2,912 +22%
CIC
44
Cutler Investment Counsel
Oregon
$864K -$1.37M -24,242 -61%
SWM
45
Spire Wealth Management
Virginia
$862K +$862K +15,248 New
CAN
46
Cetera Advisor Networks
California
$833K +$37.7K +666 +5%
PAG
47
Private Advisor Group
New Jersey
$802K -$320K -5,664 -29%
HB
48
Homrich & Berg
Georgia
$789K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$706K -$328K -5,804 -32%
IFWM
50
Institute for Wealth Management
Colorado
$603K – – –
1
2
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