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WisdomTree US Total Dividend Fund
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Overview Fund Activity

169 hedge funds and large institutions have $498M invested in WisdomTree US Total Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
169
Holders Change
–
Holders Change %
0%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
14
Increased
52
Reduced
46
Closed
13
Calls
$211K
Puts
$38.5M
Net Calls
-$38.3M
Net Calls Change
-$17.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$122M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.63M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.13M
4
AI
4
Atria Investments
North Carolina
$2M
5
NA
5
NewEdge Advisors
Louisiana
$1.46M

Top Sellers

1
VPP
1
Vertex Planning Partners
Illinois
$21M
2
CWM
2
Connecticut Wealth Management
Connecticut
$17.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$57.7M
4
Ameriprise
4
Ameriprise
Minnesota
$8M
5
LPL Financial
5
LPL Financial
California
$29.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$2.62M 42,141 -2,330 -5%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$2.5M 40,196 -18,206 -31%
CAC
28
Certified Advisory Corp
Florida
$2.49M 40,098 -552 -1%
Jane Street
29
Jane Street
New York
$2.49M 40,075 +23,252 +138%
CAN
30
Cetera Advisor Networks
California
$2.46M 39,556 +352 +0.9%
Corient Private Wealth
31
Corient Private Wealth
Florida
$2.38M 38,332 – –
Bank of New York Mellon
32
Bank of New York Mellon
New York
$2.34M 37,693 -16,418 -30%
AT
33
Arvest Trust
Oklahoma
$2.3M 35,895 -2,174 -6%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$2.25M 36,178 -731 -2%
Creative Planning
35
Creative Planning
Kansas
$2.2M 35,445 -237 -0.7%
MLA
36
My Legacy Advisors
Oregon
$2.2M 34,987 +2,217 +7%
CAGAS
37
Capital Advisory Group Advisory Services
Minnesota
$2.18M 35,052 +1,380 +4%
TWD
38
True Wealth Design
Ohio
$2.13M 34,312 -417 -1%
AI
39
Atria Investments
North Carolina
$2M 32,211 +32,211 New
SS
40
Sunbelt Securities
Texas
$1.91M 30,723 -6,861 -18%
AC
41
Avant Capital
Louisiana
$1.81M 29,151 +2,207 +8%
AAS
42
Avantax Advisory Services
Texas
$1.73M 27,796 +210 +0.8%
LC
43
LCNB Corp
Ohio
$1.72M 27,696 +571 +2%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$1.7M 27,361 +162 +0.6%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$1.63M 26,240 +30 +0.1%
GW
46
GW & Wade
Massachusetts
$1.59M 25,671 -270 -1%
NA
47
NewEdge Advisors
Louisiana
$1.46M 23,509 +23,271 +9,778%
MPW
48
MGO Private Wealth
California
$1.45M 23,306 -3,517 -13%
KIA
49
KLR Investment Advisors
Rhode Island
$1.41M 22,693 -817 -3%
CPRC
50
Consolidated Portfolio Review Corp
New York
$1.34M 21,655 +26 +0.1%
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