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WisdomTree US Total Dividend Fund
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Overview Fund Activity

165 hedge funds and large institutions have $419M invested in WisdomTree US Total Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
17
Increased
59
Reduced
40
Closed
14
Calls
$2.42M
Puts
$1.4M
Net Calls
+$1.02M
Net Calls Change
+$1.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$87.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.2M
3
Wells Fargo
3
Wells Fargo
California
$29.7M
4
Ameriprise
4
Ameriprise
Minnesota
$10.9M
5
LPL Financial
5
LPL Financial
California
$28.2M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$327K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$399K
3
Creative Planning
3
Creative Planning
Kansas
$2.08M
4
AT
4
American Trust
Kentucky
$0
5
WWM
5
Windsor Wealth Management
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RC
26
RegentAtlantic Capital
New Jersey
$2.17M 37,424 – –
Creative Planning
27
Creative Planning
Kansas
$2.08M 35,869 -18,118 -34%
Jane Street
28
Jane Street
New York
$2.04M 35,237 +27,855 +377%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.04M 35,145 -3,429 -9%
CAGAS
30
Capital Advisory Group Advisory Services
Minnesota
$1.99M 32,872 -630 -2%
FTUS
31
Flow Traders U.S.
New York
$1.88M 32,511 +32,511 New
SS
32
Sunbelt Securities
Texas
$1.88M 32,392 +4,420 +16%
5L
33
55I LLC
Massachusetts
$1.85M 32,021 +17,948 +128%
AAS
34
Avantax Advisory Services
Texas
$1.64M 28,331 +3,411 +14%
MLA
35
My Legacy Advisors
Oregon
$1.6M 27,354 +18,298 +202%
GW
36
GW & Wade
Massachusetts
$1.51M 26,084 -74 -0.3%
GVAG
37
Great Valley Advisor Group
Delaware
$1.47M 25,393 -4,882 -16%
JWCA
38
J.W. Cole Advisors
Florida
$1.47M 25,348 +8,337 +49%
AC
39
Avant Capital
Louisiana
$1.36M 23,431 +109 +0.5%
PAG
40
Private Advisor Group
New Jersey
$1.35M 23,289 -752 -3%
CCA
41
Clearwater Capital Advisors
Illinois
$1.31M 22,630 -300 -1%
William Blair & Company
42
William Blair & Company
Illinois
$1.29M 22,306 +13 +0.1%
AT
43
Arvest Trust
Oklahoma
$1.29M 22,268 +5,159 +30%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$1.26M 21,717 -868 -4%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$1.23M 21,178 +4,597 +28%
EWM
46
Evercore Wealth Management
New York
$1.09M 18,900 – –
JWA
47
JFS Wealth Advisors
Pennsylvania
$1.09M 18,806 -685 -4%
SCG
48
Sonata Capital Group
Washington
$1.08M 18,620 -20 -0.1%
SWP
49
Stratos Wealth Partners
Ohio
$1.05M 18,161 +845 +5%
LC
50
LCNB Corp
Ohio
$1.05M 18,088 +500 +3%
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