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WisdomTree US Total Dividend Fund
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Overview Fund Activity

162 hedge funds and large institutions have $410M invested in WisdomTree US Total Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 6 closing their positions.

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
54
Reduced
40
Closed
6
Calls
$1.31M
Puts
$1.69M
Net Calls
-$385K
Net Calls Change
+$16K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$24.6M
2
Bank of America
2
Bank of America
North Carolina
$83.1M
3
Ameriprise
3
Ameriprise
Minnesota
$6.93M
4
AIA
4
Arrow Investment Advisors
Maryland
$4.93M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.4M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$26.8M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$65K
3
6F
3
626 Financial
Michigan
$19.6M
4
PFG
4
Pinnacle Financial Group
Illinois
$16.3M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.75M 42,600 -7,283 -15%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.49M 38,574 +794 +2%
RC
28
RegentAtlantic Capital
New Jersey
$2.42M 37,424 – –
CAC
29
Certified Advisory Corp
Florida
$2.37M 36,698 -491 -1%
CAGAS
30
Capital Advisory Group Advisory Services
Minnesota
$2.16M 33,502 +2,858 +9%
GVAG
31
Great Valley Advisor Group
Delaware
$1.96M 30,275 -16,828 -36%
SS
32
Sunbelt Securities
Texas
$1.83M 27,972 +12,617 +82%
GW
33
GW & Wade
Massachusetts
$1.69M 26,158 -607 -2%
AAS
34
Avantax Advisory Services
Texas
$1.61M 24,920 -565 -2%
PAG
35
Private Advisor Group
New Jersey
$1.55M 24,041 +6,400 +36%
AC
36
Avant Capital
Louisiana
$1.51M 23,322 -608 -3%
CCA
37
Clearwater Capital Advisors
Illinois
$1.48M 22,930 -152 -0.7%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$1.46M 22,585 -441 -2%
William Blair & Company
39
William Blair & Company
Illinois
$1.44M 22,293 +6 +0%
JWA
40
JFS Wealth Advisors
Pennsylvania
$1.26M 19,491 -544 -3%
EWM
41
Evercore Wealth Management
New York
$1.22M 18,900 – –
SCG
42
Sonata Capital Group
Washington
$1.2M 18,640 – –
CA
43
Cetera Advisors
Colorado
$1.15M 17,742 -4,451 -20%
KCM
44
Kendall Capital Management
Maryland
$1.14M 17,580 -2,300 -12%
LC
45
LCNB Corp
Ohio
$1.14M 17,588 – –
SWP
46
Stratos Wealth Partners
Ohio
$1.12M 17,316 +471 +3%
CWM
47
Cherrydale Wealth Management
New Jersey
$1.11M 17,213 +64 +0.4%
AT
48
Arvest Trust
Oklahoma
$1.11M 17,109 -2,390 -12%
JWCA
49
J.W. Cole Advisors
Florida
$1.1M 17,011 +1,373 +9%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$1.07M 16,581 +60 +0.4%
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