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WisdomTree US Total Dividend Fund
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Overview Fund Activity

140 hedge funds and large institutions have $277M invested in WisdomTree US Total Dividend Fund in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 7 closing their positions.

Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
2.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
45
Reduced
32
Closed
7
Calls
$1.01M
Puts
$1.26M
Net Calls
-$246K
Net Calls Change
+$3.19M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.76M
2
Bank of America
2
Bank of America
North Carolina
$67.8M
3
Creative Planning
3
Creative Planning
Kansas
$3.17M
4
FTUS
4
Flow Traders U.S.
New York
$3.74M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$283K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$2.11M
3
LPL Financial
3
LPL Financial
California
$32.3M
4
JWCA
4
J.W. Cole Advisors
Florida
$0
5
CAC
5
Certified Advisory Corp
Florida
$2.29M
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$1.6M 13,647 +1,131 +9%
AAS
27
Avantax Advisory Services
Texas
$1.55M 13,172 +70 +0.5%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.55M 13,148 +1,186 +10%
CCA
29
Clearwater Capital Advisors
Illinois
$1.38M 11,757 -521 -4%
CA
30
Cetera Advisors
Colorado
$1.33M 11,284 +1,153 +11%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.31M 11,182 +92 +0.8%
William Blair & Company
32
William Blair & Company
Illinois
$1.31M 11,138 +4 +0%
KCM
33
Kendall Capital Management
Maryland
$1.29M 10,940 -400 -4%
GW
34
GW & Wade
Massachusetts
$1.24M 10,591 -41 -0.4%
JWA
35
JFS Wealth Advisors
Pennsylvania
$1.21M 10,337 -231 -2%
Ameriprise
36
Ameriprise
Minnesota
$1.2M 10,242 +2,095 +26%
EWM
37
Evercore Wealth Management
New York
$1.11M 9,450 – –
SCG
38
Sonata Capital Group
Washington
$1.09M 9,320 – –
PAG
39
Private Advisor Group
New Jersey
$1.09M 9,244 +251 +3%
LC
40
LCNB Corp
Ohio
$1.06M 9,019 -400 -4%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$970K 8,261 – –
SWP
42
Stratos Wealth Partners
Ohio
$953K 8,112 +591 +8%
SWM
43
Spire Wealth Management
Virginia
$901K 7,669 +35 +0.5%
HB
44
Homrich & Berg
Georgia
$819K 6,976 – –
CIC
45
Cutler Investment Counsel
Oregon
$814K 6,935 +196 +3%
SS
46
Sunbelt Securities
Texas
$756K 6,319 – –
IFWM
47
Institute for Wealth Management
Colorado
$689K 5,867 +535 +10%
ABTD
48
Arvest Bank Trust Division
Oklahoma
$682K 5,811 +1,539 +36%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$647K 5,506 +1,678 +44%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$535K 4,553 +197 +5%
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