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WisdomTree US Total Dividend Fund
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Overview Fund Activity

151 hedge funds and large institutions have $382M invested in WisdomTree US Total Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+11
Holders Change %
+7.86%
% of All Funds
2.33%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
27
Increased
43
Reduced
41
Closed
12
Calls
$667K
Puts
$1.07M
Net Calls
-$401K
Net Calls Change
-$155K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.8M
2
AWM
2
AE Wealth Management
Kansas
$3.98M
3
Bank of America
3
Bank of America
North Carolina
$76.5M
4
SFS
4
Sowell Financial Services
Arkansas
$1.21M
5
Jane Street
5
Jane Street
New York
$1.34M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$965K
3
SPC
3
Sigma Planning Corp
Michigan
$628K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.01M
5
LPL Financial
5
LPL Financial
California
$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$2.01M -$1.03M -15,893 -34%
CAGAS
27
Capital Advisory Group Advisory Services
Minnesota
$1.98M +$98.9K +1,528 +5%
GW
28
GW & Wade
Massachusetts
$1.73M +$361K +5,583 +26%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.66M -$38.5K -595 -2%
AAS
30
Avantax Advisory Services
Texas
$1.65M -$55.6K -859 -3%
AC
31
Avant Capital
Louisiana
$1.55M +$1.55M +23,930 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.5M -$831K -12,826 -36%
CCA
33
Clearwater Capital Advisors
Illinois
$1.49M -$28K -432 -2%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.49M +$42.9K +662 +3%
William Blair & Company
35
William Blair & Company
Illinois
$1.44M +$712 +11 +0%
Ameriprise
36
Ameriprise
Minnesota
$1.44M +$116K +1,786 +9%
CA
37
Cetera Advisors
Colorado
$1.44M -$24.3K -375 -2%
Jane Street
38
Jane Street
New York
$1.34M +$1.02M +15,828 +323%
JWA
39
JFS Wealth Advisors
Pennsylvania
$1.3M -$41.4K -639 -3%
KCM
40
Kendall Capital Management
Maryland
$1.29M -$129K -2,000 -9%
AT
41
Arvest Trust
Oklahoma
$1.26M +$1.26M +19,499 New
EWM
42
Evercore Wealth Management
New York
$1.22M – – –
SFS
43
Sowell Financial Services
Arkansas
$1.21M +$1.21M +18,733 New
SCG
44
Sonata Capital Group
Washington
$1.21M – – –
PAG
45
Private Advisor Group
New Jersey
$1.14M -$54.8K -847 -5%
LC
46
LCNB Corp
Ohio
$1.14M -$29.1K -450 -2%
CWM
47
Cherrydale Wealth Management
New Jersey
$1.11M +$1.11M +17,149 New
SWP
48
Stratos Wealth Partners
Ohio
$1.09M +$40.2K +621 +4%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$1.07M -$65 -1 -0%
FPOC
50
Financial Planners of Cleveland
Ohio
$1.03M +$1.03M +15,822 New
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