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WisdomTree US Total Dividend Fund
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Overview Fund Activity

180 hedge funds and large institutions have $518M invested in WisdomTree US Total Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
37
Increased
60
Reduced
40
Closed
9
Calls
$411K
Puts
$26.8M
Net Calls
-$26.4M
Net Calls Change
-$26.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$56.2M
2
Bank of America
Bank of America
North Carolina
$101M
3
Mariner
Mariner
Kansas
$3.66M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$4.29M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.01M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$1.67M
2
MPW
MGO Private Wealth
California
$4.76M
3
AWM
AE Wealth Management
Kansas
$782K
4
Ameriprise
Ameriprise
Minnesota
$10.2M
5
OFS
OneAscent Financial Services
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$3.01M +$2.59M +42,712 +612%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.94M +$216K +3,563 +8%
Jane Street
28
Jane Street
New York
$2.91M -$183K -3,019 -6%
SPIA
29
Steward Partners Investment Advisory
New York
$2.82M -$20.6K -340 -0.7%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.64M +$226K +3,721 +9%
DWA
31
Dorsey Wright & Associates
California
$2.56M +$2.56M +42,224 New
TWD
32
True Wealth Design
Ohio
$2.43M +$2.43M +39,992 New
CAC
33
Certified Advisory Corp
Florida
$2.38M +$79.1K +1,305 +3%
Corient Private Wealth
34
Corient Private Wealth
Florida
$2.32M +$2.32M +38,332 New
SS
35
Sunbelt Securities
Texas
$2.27M +$209K +3,443 +10%
CAN
36
Cetera Advisor Networks
California
$2.24M +$260K +4,281 +13%
Creative Planning
37
Creative Planning
Kansas
$2.17M +$97.7K +1,611 +5%
CAGAS
38
Capital Advisory Group Advisory Services
Minnesota
$2.03M -$14.3K -235 -0.7%
JWCA
39
J.W. Cole Advisors
Florida
$1.91M +$390K +6,436 +26%
MLA
40
My Legacy Advisors
Oregon
$1.81M -$315K -5,018 -15%
AT
41
Arvest Trust
Oklahoma
$1.81M +$98.1K +1,618 +6%
AAS
42
Avantax Advisory Services
Texas
$1.69M -$27.9K -460 -2%
FTUS
43
Flow Traders U.S.
New York
$1.67M -$3.92M -64,593 -70%
LC
44
LCNB Corp
Ohio
$1.64M +$425K +7,000 +35%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$1.61M +$2.43K +40 +0.2%
GW
46
GW & Wade
Massachusetts
$1.57M +$182 +3 +0%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.51M +$196K +3,232 +15%
SG
48
Sharper & Granite
California
$1.42M +$1.42M +23,410 New
AI
49
Atria Investments
North Carolina
$1.41M +$1.41M +23,204 New
AC
50
Avant Capital
Louisiana
$1.39M -$75K -1,236 -5%
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