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WisdomTree US Total Dividend Fund
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Overview Fund Activity

157 hedge funds and large institutions have $404M invested in WisdomTree US Total Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 61 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-8
Holders Change %
-4.85%
% of All Funds
2.71%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
7
Increased
61
Reduced
38
Closed
12
Calls
$1.24M
Puts
$720K
Net Calls
+$517K
Net Calls Change
-$501K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$87.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.7M
3
FTUS
3
Flow Traders U.S.
New York
$5M
4
Wells Fargo
4
Wells Fargo
California
$30M
5
AIA
5
Arrow Investment Advisors
Maryland
$6.64M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$1.77M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.67M
3
LPL Financial
3
LPL Financial
California
$24.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.36M
5
GVAG
5
Great Valley Advisor Group
Delaware
$407K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.36M -$1.22M -22,568 -34%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.16M +$254K +4,678 +13%
CAC
28
Certified Advisory Corp
Florida
$2.05M +$7.32K +135 +0.4%
RC
29
RegentAtlantic Capital
New Jersey
$2.03M – – –
MLA
30
My Legacy Advisors
Oregon
$1.88M +$358K +6,442 +24%
Creative Planning
31
Creative Planning
Kansas
$1.86M -$90.3K -1,665 -5%
SS
32
Sunbelt Securities
Texas
$1.84M +$84.7K +1,562 +5%
CAGAS
33
Capital Advisory Group Advisory Services
Minnesota
$1.83M +$42.5K +783 +2%
CAN
34
Cetera Advisor Networks
California
$1.77M -$7.99M -147,310 -82%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.67M -$5.54M -102,021 -77%
AAS
36
Avantax Advisory Services
Texas
$1.53M -$3.36K -62 -0.2%
AT
37
Arvest Trust
Oklahoma
$1.53M +$320K +5,904 +27%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$1.44M +$287K +5,284 +25%
GW
39
GW & Wade
Massachusetts
$1.41M -$8.03K -148 -0.6%
JWCA
40
J.W. Cole Advisors
Florida
$1.36M -$15.9K -293 -1%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.33M +$956K +17,614 +256%
AC
42
Avant Capital
Louisiana
$1.31M +$42.1K +776 +3%
CCA
43
Clearwater Capital Advisors
Illinois
$1.22M -$10.2K -188 -0.8%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$1.18M +$271 +5 +0%
PAG
45
Private Advisor Group
New Jersey
$1.12M -$148K -2,736 -12%
William Blair & Company
46
William Blair & Company
Illinois
$1.09M -$117K -2,160 -10%
LC
47
LCNB Corp
Ohio
$1.09M +$109K +2,000 +11%
EWM
48
Evercore Wealth Management
New York
$1.03M – – –
SCG
49
Sonata Capital Group
Washington
$1.01M – – –
JWA
50
JFS Wealth Advisors
Pennsylvania
$972K -$48.5K -894 -5%
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