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WisdomTree US Total Dividend Fund
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Overview Fund Activity

177 hedge funds and large institutions have $581M invested in WisdomTree US Total Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
-9
Holders Change %
-4.84%
% of All Funds
2.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
8
Increased
55
Reduced
61
Closed
13
Calls
$31.3M
Puts
$27.1M
Net Calls
+$4.12M
Net Calls Change
+$3.78M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$6.07M
2
LPL Financial
2
LPL Financial
California
$45.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$79.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.25M
5
CPRC
5
Consolidated Portfolio Review Corp
New York
$965K

Top Sellers

1
VPP
1
Vertex Planning Partners
Illinois
$6.73M
2
BCM
2
Brookstone Capital Management
Illinois
$1.65M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.35M
4
AI
4
Atria Investments
North Carolina
$456K
5
CA
5
Claro Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
26
Merit Financial Group
Georgia
$3.24M 45,787 -155 -0.3%
AAS
27
Avantax Advisory Services
Texas
$3.18M 44,962 +2,614 +6%
Osaic Holdings
28
Osaic Holdings
Arizona
$2.7M 38,048 -6,544 -15%
Creative Planning
29
Creative Planning
Kansas
$2.57M 36,287 +1 +0%
Goldman Sachs
30
Goldman Sachs
New York
$2.46M 34,689 -5,245 -13%
CAC
31
Certified Advisory Corp
Florida
$2.4M 33,922 +157 +0.5%
FIA
32
Foundations Investment Advisors
Arizona
$2.4M 33,860 +11,450 +51%
CAGAS
33
Capital Advisory Group Advisory Services
Minnesota
$2.35M 33,187 -1,044 -3%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$2.25M 31,733 +26,370 +492%
AT
35
Arvest Trust
Oklahoma
$2.18M 30,801 -1,893 -6%
AI
36
Arvest Investments
Arkansas
$2.16M 30,451 -1,146 -4%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$2.13M 30,109 +145 +0.5%
TWD
38
True Wealth Design
Ohio
$2.11M 29,857 -390 -1%
MLA
39
My Legacy Advisors
Oregon
$1.96M 27,671 -2,827 -9%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$1.86M 25,469 +51 +0.2%
LC
41
LCNB Corp
Ohio
$1.8M 25,479 -167 -0.7%
BCM
42
Brookstone Capital Management
Illinois
$1.65M 22,264 -14,965 -40%
SG
43
Sharper & Granite
California
$1.46M 20,605 +400 +2%
SCG
44
Sonata Capital Group
Washington
$1.43M 20,119 – –
MPW
45
MGO Private Wealth
California
$1.42M 20,090 -202 -1%
CCA
46
Clearwater Capital Advisors
Illinois
$1.37M 19,356 -591 -3%
EWM
47
Evercore Wealth Management
New York
$1.34M 18,900 – –
CWM
48
Cherrydale Wealth Management
New Jersey
$1.29M 18,257 +107 +0.6%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1.21M 17,021 +98 +0.6%
RJA
50
Raymond James & Associates
Florida
$1.2M 16,990 -2,360 -12%
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