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WisdomTree US Total Dividend Fund
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Overview Fund Activity

128 hedge funds and large institutions have $272M invested in WisdomTree US Total Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
30
Reduced
39
Closed
8
Calls
$386K
Puts
$3.13M
Net Calls
-$2.74M
Net Calls Change
-$3.83M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$10.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$6.38M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.91M
4
LPL Financial
4
LPL Financial
California
$48M
5
Bank of America
5
Bank of America
North Carolina
$60.5M

Top Sellers

1
CWM
1
Connecticut Wealth Management
Connecticut
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.66M
3
T
3
TRUADVICE
Florida
$216K
4
Jane Street
4
Jane Street
New York
$1.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
51
J.W. Cole Advisors
Florida
$527K +$88.2K +1,560 +20%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$514K +$122K +2,164 +31%
APW
53
Aurora Private Wealth
New Jersey
$498K +$2.26K +40 +0.5%
Ameriprise
54
Ameriprise
Minnesota
$493K +$493K +8,714 New
BP
55
Ballentine Partners
Massachusetts
$488K – – –
CSPIA
56
Cary Street Partners Investment Advisory
Virginia
$474K -$61.8K -1,094 -12%
MIM
57
Moseley Investment Management
Florida
$465K – – –
BAM
58
Belpointe Asset Management
Nevada
$452K -$13.3K -236 -3%
EP
59
EPIQ Partners
Minnesota
$447K – – –
RJA
60
Raymond James & Associates
Florida
$447K +$68.2K +1,206 +18%
GCA
61
Gradient Capital Advisors
California
$440K – – –
Baird Financial Group
62
Baird Financial Group
Wisconsin
$436K -$5.55K -98 -1%
APA
63
Allegiant Private Advisors
Florida
$436K – – –
C
64
Certuity
Florida
$432K – – –
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$428K – – –
ABTD
66
Arvest Bank Trust Division
Oklahoma
$416K +$99.6K +1,762 +31%
VWA
67
V Wealth Advisors
Kansas
$407K +$5.65K +100 +1%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$395K -$1.49M -26,436 -79%
FLPIM
69
F.L. Putnam Investment Management
Massachusetts
$388K – – –
BTWM
70
Baker Tilly Wealth Management
Wisconsin
$382K -$30K -530 -7%
APA
71
American Portfolios Advisors
New York
$378K +$18.4K +326 +5%
WIC
72
Willis Investment Counsel
Georgia
$360K -$11.3K -200 -3%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$356K -$113 -2 -0%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$349K -$509K -9,000 -59%
Stifel Financial
75
Stifel Financial
Missouri
$348K -$1.2M -21,212 -77%
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