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WisdomTree US Total Dividend Fund
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Overview Fund Activity

186 hedge funds and large institutions have $606M invested in WisdomTree US Total Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
186
Holders Change
+11
Holders Change %
+6.29%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
24
Increased
48
Reduced
61
Closed
12
Calls
$7.45M
Puts
$7.11M
Net Calls
+$345K
Net Calls Change
-$39.7M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$21.9M
2
CAN
2
Cetera Advisor Networks
California
$19.8M
3
MFG
3
Merit Financial Group
Georgia
$3.15M
4
LPL Financial
4
LPL Financial
California
$43.1M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.71M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$77M
2
Mariner
2
Mariner
Kansas
$900K
3
Ameriprise
3
Ameriprise
Minnesota
$9.51M
4
FRA
4
FFG Retirement Advisors
Colorado
$4.61M
5
Bank of America
5
Bank of America
North Carolina
$143M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
26
Merit Financial Group
Georgia
$3.15M 45,942 +45,942 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.07M 43,400 -369 -0.8%
AAS
28
Avantax Advisory Services
Texas
$2.99M 42,348 +3,671 +9%
Goldman Sachs
29
Goldman Sachs
New York
$2.82M 39,934 -5,316 -12%
BCM
30
Brookstone Capital Management
Illinois
$2.63M 37,229 -10,665 -22%
Creative Planning
31
Creative Planning
Kansas
$2.57M 36,286 – –
CAGAS
32
Capital Advisory Group Advisory Services
Minnesota
$2.42M 34,231 +652 +2%
CAC
33
Certified Advisory Corp
Florida
$2.39M 33,765 -1,288 -4%
AT
34
Arvest Trust
Oklahoma
$2.31M 32,694 -1,260 -4%
AI
35
Arvest Investments
Arkansas
$2.23M 31,597 -4,998 -14%
MLA
36
My Legacy Advisors
Oregon
$2.16M 30,498 -3,540 -10%
TWD
37
True Wealth Design
Ohio
$2.14M 30,247 -767 -2%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$2.12M 29,964 +116 +0.4%
LC
39
LCNB Corp
Ohio
$1.81M 25,646 -600 -2%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$1.71M 25,418 +25,418 New
CA
41
Cetera Advisors
Colorado
$1.66M 23,501 +7,734 +49%
FIA
42
Foundations Investment Advisors
Arizona
$1.58M 22,410 +22,410 New
AI
43
Atria Investments
North Carolina
$1.51M 21,351 -4,450 -17%
MPW
44
MGO Private Wealth
California
$1.44M 20,292 -1,733 -8%
SCG
45
Sonata Capital Group
Washington
$1.42M 20,119 +811 +4%
CCA
46
Clearwater Capital Advisors
Illinois
$1.41M 19,947 -527 -3%
SWP
47
Stratos Wealth Partners
Ohio
$1.41M 19,938 +821 +4%
SG
48
Sharper & Granite
California
$1.41M 20,205 -930 -4%
KIA
49
KLR Investment Advisors
Rhode Island
$1.4M 20,528 -3,430 -14%
RJA
50
Raymond James & Associates
Florida
$1.37M 19,350 +1,059 +6%
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