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WisdomTree US Total Dividend Fund
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Overview Fund Activity

132 hedge funds and large institutions have $288M invested in WisdomTree US Total Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
32
Reduced
39
Closed
9
Calls
$1.01M
Puts
$4.45M
Net Calls
-$3.43M
Net Calls Change
-$691K

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$32.4M
2
CAN
2
Cetera Advisor Networks
California
$6.05M
3
Bank of America
3
Bank of America
North Carolina
$65.7M
4
JFS
4
JD Financial Services
Pennsylvania
$4M
5
FTUS
5
Flow Traders U.S.
New York
$2.96M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$35M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$0
4
SPIA
4
Steward Partners Investment Advisory
New York
$2.61M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.88M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$516K 4,356 -194 -4%
BP
52
Ballentine Partners
Massachusetts
$512K 4,320 – –
ABTD
53
Arvest Bank Trust Division
Oklahoma
$506K 4,272 +591 +16%
CSPIA
54
Cary Street Partners Investment Advisory
Virginia
$497K 4,196 – –
MIM
55
Moseley Investment Management
Florida
$487K 4,110 – –
BAM
56
Belpointe Asset Management
Nevada
$474K 4,001 – –
APA
57
Allegiant Private Advisors
Florida
$457K 3,854 – –
GCA
58
Gradient Capital Advisors
California
$455K 3,843 -52 -1%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$454K 3,828 +329 +9%
C
60
Certuity
Florida
$452K 3,819 – –
EP
61
EPIQ Partners
Minnesota
$450K 3,800 -150 -4%
BTWM
62
Baker Tilly Wealth Management
Wisconsin
$450K 3,798 +420 +12%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$449K 3,788 – –
APA
64
American Portfolios Advisors
New York
$441K 3,722 +375 +11%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$439K 3,703 -150 -4%
VWA
66
V Wealth Advisors
Kansas
$429K 3,621 +16 +0.4%
RJA
67
Raymond James & Associates
Florida
$416K 3,511 -439 -11%
NFG
68
Next Financial Group
Texas
$411K 3,468 +414 +14%
FLPIM
69
F.L. Putnam Investment Management
Massachusetts
$407K 3,432 – –
WIC
70
Willis Investment Counsel
Georgia
$377K 3,183 – –
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$371K 3,136 +2,700 +619%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$357K 3,017 -134 -4%
HIM
73
Hotaling Investment Management
Pennsylvania
$348K 2,940 – –
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$330K 2,782 -302 -10%
TRCT
75
Tower Research Capital (TRC)
New York
$329K 2,781 -3,465 -55%
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3
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