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WisdomTree US Total Dividend Fund
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Overview Fund Activity

180 hedge funds and large institutions have $636M invested in WisdomTree US Total Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.6%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
49
Reduced
57
Closed
14
Calls
$30.8M
Puts
$12.8M
Net Calls
+$18.1M
Net Calls Change
+$13.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.2M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$7.61M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.75M
4
FIA
4
Foundations Investment Advisors
Arizona
$4.8M
5
BWP
5
Baldwin Wealth Partners
Massachusetts
$1.45M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$991K
2
TWD
2
True Wealth Design
Ohio
$0
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$0
4
MLA
4
My Legacy Advisors
Oregon
$803K
5
PFG
5
Pinnacle Financial Group
Illinois
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.7M 48,205 -1,301 -3%
AAS
27
Avantax Advisory Services
Texas
$3.4M 44,392 -570 -1%
Corient Private Wealth
28
Corient Private Wealth
Florida
$3.38M 44,126 -2,245 -5%
Osaic Holdings
29
Osaic Holdings
Arizona
$3.03M 39,514 +1,466 +4%
Creative Planning
30
Creative Planning
Kansas
$2.81M 36,653 +366 +1%
MFG
31
Merit Financial Group
Georgia
$2.65M 34,563 -11,224 -25%
CAC
32
Certified Advisory Corp
Florida
$2.61M 34,030 +108 +0.3%
Goldman Sachs
33
Goldman Sachs
New York
$2.56M 33,401 -1,288 -4%
CAGAS
34
Capital Advisory Group Advisory Services
Minnesota
$2.53M 33,031 -156 -0.5%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$2.3M 30,020 -89 -0.3%
ABTD
36
Arvest Bank Trust Division
Oklahoma
$2.25M 29,335 +29,335 New
AI
37
Arvest Investments
Arkansas
$2.1M 27,400 -3,051 -10%
LC
38
LCNB Corp
Ohio
$1.95M 25,479 – –
SCG
39
Sonata Capital Group
Washington
$1.53M 19,959 -160 -0.8%
MPW
40
MGO Private Wealth
California
$1.52M 19,778 -312 -2%
CCA
41
Clearwater Capital Advisors
Illinois
$1.47M 19,231 -125 -0.6%
BWP
42
Baldwin Wealth Partners
Massachusetts
$1.45M 18,853 +18,853 New
CWM
43
Cherrydale Wealth Management
New Jersey
$1.41M 18,355 +98 +0.5%
RJA
44
Raymond James & Associates
Florida
$1.35M 17,588 +598 +4%
NS
45
NBC Securities
Alabama
$1.34M 17,503 +3,302 +23%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$1.31M 17,054 +33 +0.2%
VCP
47
Verus Capital Partners
Arizona
$1.3M 16,954 -33 -0.2%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$1.27M 16,617 +701 +4%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$1.26M 16,487 +28 +0.2%
SWP
50
Stratos Wealth Partners
Ohio
$1.26M 16,377 -13 -0.1%
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