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WisdomTree US Total Dividend Fund

151 hedge funds and large institutions have $382M invested in WisdomTree US Total Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+11
Holders Change %
+7.86%
% of All Funds
2.33%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
27
Increased
43
Reduced
41
Closed
12
Calls
$667K
Puts
$1.07M
Net Calls
-$401K
Net Calls Change
-$155K
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
51
J.W. Cole Advisors
Florida
$1.01M +$1.01M +15,638 New
SS
52
Sunbelt Securities
Texas
$988K +$175K +2,717 +21%
MIAN
53
Mariner Independent Advisor Network
Kansas
$965K -$1.82M -27,987 -65%
HWM
54
HB Wealth Management
Georgia
$903K +$903K +13,952 New
CIC
55
Cutler Investment Counsel
Oregon
$899K +$777 +12 +0.1%
TRCT
56
Tower Research Capital (TRC)
New York
$891K +$322K +4,972 +57%
SWM
57
Spire Wealth Management
Virginia
$859K -$134K -2,075 -14%
Mariner
58
Mariner
Kansas
$765K +$765K +11,818 New
IFWM
59
Institute for Wealth Management
Colorado
$758K -$1.94K -30 -0.3%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$733K +$20.1K +311 +3%
AWA
61
Amplius Wealth Advisors
Pennsylvania
$718K +$718K +11,092 New
CA
62
CoreCap Advisors
Michigan
$700K +$700K +10,809 New
Goldman Sachs
63
Goldman Sachs
New York
$630K +$630K +9,730 New
SPC
64
Sigma Planning Corp
Michigan
$628K -$1.14M -17,589 -64%
APA
65
American Portfolios Advisors
New York
$596K +$121K +1,863 +25%
BP
66
Ballentine Partners
Massachusetts
$559K
NFG
67
Next Financial Group
Texas
$528K +$34.2K +528 +7%
MIM
68
Moseley Investment Management
Florida
$525K -$7.12K -110 -1%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$521K -$68.8K -1,062 -12%
ASN
70
Advisory Services Network
Georgia
$520K +$520K +8,030 New
BAM
71
Belpointe Asset Management
Nevada
$508K -$10.4K -160 -2%
TB
72
Treynor Bancshares
Iowa
$505K +$505K +7,800 New
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$502K
GCA
74
Gradient Capital Advisors
California
$498K
C
75
Certuity
Florida
$494K