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WisdomTree US Total Dividend Fund
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Overview Fund Activity

175 hedge funds and large institutions have $605M invested in WisdomTree US Total Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 13 closing their positions.

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
18
Increased
52
Reduced
57
Closed
13
Calls
$45.1M
Puts
$5.1M
Net Calls
+$40M
Net Calls Change
+$44.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.62M
3
BCM
3
Brookstone Capital Management
Illinois
$3.13M
4
Ameriprise
4
Ameriprise
Minnesota
$10.7M
5
LPL Financial
5
LPL Financial
California
$37.2M

Top Sellers

1
VPP
1
Vertex Planning Partners
Illinois
$13M
2
Citadel Advisors
2
Citadel Advisors
Florida
$839K
3
6F
3
626 Financial
Michigan
$19.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.83M
5
PFG
5
Pinnacle Financial Group
Illinois
$19.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$2.95M 45,169 +6,694 +17%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.86M 43,769 +1,188 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
$2.83M 43,299 -15,377 -26%
AAS
29
Avantax Advisory Services
Texas
$2.53M 38,677 +10,832 +39%
AI
30
Arvest Investments
Arkansas
$2.39M 36,595 +36,595 New
Creative Planning
31
Creative Planning
Kansas
$2.37M 36,286 +845 +2%
CAC
32
Certified Advisory Corp
Florida
$2.29M 35,053 -372 -1%
MLA
33
My Legacy Advisors
Oregon
$2.22M 34,038 -1,504 -4%
AT
34
Arvest Trust
Oklahoma
$2.22M 33,954 -1,826 -5%
CAGAS
35
Capital Advisory Group Advisory Services
Minnesota
$2.2M 33,579 -703 -2%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$2.07M 31,711 +16,398 +107%
TWD
37
True Wealth Design
Ohio
$2.03M 31,014 -75 -0.2%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$1.95M 29,848 +2,322 +8%
LC
39
LCNB Corp
Ohio
$1.72M 26,246 -950 -3%
AI
40
Atria Investments
North Carolina
$1.69M 25,801 -10,613 -29%
GW
41
GW & Wade
Massachusetts
$1.66M 25,343 +86 +0.3%
KIA
42
KLR Investment Advisors
Rhode Island
$1.57M 23,958 +1,601 +7%
MPW
43
MGO Private Wealth
California
$1.44M 22,025 +194 +0.9%
SG
44
Sharper & Granite
California
$1.38M 21,135 +370 +2%
PAG
45
Private Advisor Group
New Jersey
$1.38M 21,129 -1,188 -5%
CCA
46
Clearwater Capital Advisors
Illinois
$1.34M 20,474 -5 -0%
SCG
47
Sonata Capital Group
Washington
$1.26M 19,308 +688 +4%
William Blair & Company
48
William Blair & Company
Illinois
$1.26M 19,265 -631 -3%
SWP
49
Stratos Wealth Partners
Ohio
$1.25M 19,117 +1,759 +10%
EWM
50
Evercore Wealth Management
New York
$1.24M 18,900 – –
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