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WisdomTree US Total Dividend Fund
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Overview Fund Activity

169 hedge funds and large institutions have $496M invested in WisdomTree US Total Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-11
Holders Change %
-6.11%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
13
Increased
49
Reduced
49
Closed
19
Calls
$382K
Puts
$21.6M
Net Calls
-$21.3M
Net Calls Change
+$5.11M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$9.81M
2
Morgan Stanley
Morgan Stanley
New York
+$3.84M
3
LPL Financial
LPL Financial
California
+$2.67M
4
VPP
Vertex Planning Partners
Illinois
+$1.39M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.27M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$9.96M
2
AIA
Arrow Investment Advisors
Maryland
-$6.92M
3
CWM
Connecticut Wealth Management
Connecticut
-$3.19M
4
MPW
MGO Private Wealth
California
-$3.13M
5
DWA
Dorsey Wright & Associates
California
-$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
26
Certified Advisory Corp
Florida
$2.46M +$90.1K +1,487 +4%
CAN
27
Cetera Advisor Networks
California
$2.38M +$138K +2,277 +6%
Corient Private Wealth
28
Corient Private Wealth
Florida
$2.32M – – –
AT
29
Arvest Trust
Oklahoma
$2.31M +$502K +8,279 +28%
SS
30
Sunbelt Securities
Texas
$2.25M +$11.2K +187 +0.5%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.24M +$724K +11,955 +48%
Creative Planning
32
Creative Planning
Kansas
$2.16M -$8.06K -133 -0.4%
TWD
33
True Wealth Design
Ohio
$2.1M -$319K -5,263 -13%
CAGAS
34
Capital Advisory Group Advisory Services
Minnesota
$2.04M +$15.3K +252 +0.8%
MLA
35
My Legacy Advisors
Oregon
$2M +$243K +3,992 +14%
JWCA
36
J.W. Cole Advisors
Florida
$1.7M -$209K -3,445 -11%
AAS
37
Avantax Advisory Services
Texas
$1.67M -$13.5K -223 -0.8%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$1.65M +$1.27M +20,907 +332%
LC
39
LCNB Corp
Ohio
$1.64M +$2.24K +37 +0.1%
AC
40
Avant Capital
Louisiana
$1.63M +$241K +3,973 +17%
MPW
41
MGO Private Wealth
California
$1.63M -$3.13M -51,735 -66%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$1.59M -$17.7K -292 -1%
GW
43
GW & Wade
Massachusetts
$1.57M +$121 +2 +0%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.45M -$2.15M -35,432 -60%
KIA
45
KLR Investment Advisors
Rhode Island
$1.42M +$49.7K +820 +4%
SG
46
Sharper & Granite
California
$1.42M – – –
CPRC
47
Consolidated Portfolio Review Corp
New York
$1.31M +$1.31M +21,629 New
CCA
48
Clearwater Capital Advisors
Illinois
$1.29M -$54.9K -906 -4%
William Blair & Company
49
William Blair & Company
Illinois
$1.22M – – –
EWM
50
Evercore Wealth Management
New York
$1.15M – – –
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