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WisdomTree US Total Dividend Fund
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Overview Fund Activity

162 hedge funds and large institutions have $410M invested in WisdomTree US Total Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 6 closing their positions.

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
54
Reduced
40
Closed
6
Calls
$1.31M
Puts
$1.69M
Net Calls
-$385K
Net Calls Change
+$16K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$24.6M
2
Bank of America
2
Bank of America
North Carolina
$83.1M
3
Ameriprise
3
Ameriprise
Minnesota
$6.93M
4
AIA
4
Arrow Investment Advisors
Maryland
$4.93M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.4M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$26.8M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$65K
3
6F
3
626 Financial
Michigan
$19.6M
4
PFG
4
Pinnacle Financial Group
Illinois
$16.3M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$967K 14,980 +3,657 +32%
CIC
52
Cutler Investment Counsel
Oregon
$910K 14,089 +207 +1%
5L
53
55I LLC
Massachusetts
$909K 14,073 +8,473 +151%
HWM
54
HB Wealth Management
Georgia
$901K 13,952 – –
SWM
55
Spire Wealth Management
Virginia
$857K 13,277 +14 +0.1%
IFWM
56
Institute for Wealth Management
Colorado
$781K 12,105 +401 +3%
Mariner
57
Mariner
Kansas
$763K 11,818 – –
AWA
58
Amplius Wealth Advisors
Pennsylvania
$716K 11,092 – –
WTC
59
WhitTier Trust Company
Nevada
$676K 10,467 +10,467 New
SPC
60
Sigma Planning Corp
Michigan
$618K 9,571 -134 -1%
NSAM
61
North Star Asset Management
Wisconsin
$610K 9,454 +9,454 New
CA
62
CoreCap Advisors
Michigan
$605K 9,371 -1,438 -13%
APA
63
American Portfolios Advisors
New York
$586K 9,077 -130 -1%
MLA
64
My Legacy Advisors
Oregon
$585K 9,056 +9,056 New
Stifel Financial
65
Stifel Financial
Missouri
$566K 8,763 +5,472 +166%
BP
66
Ballentine Partners
Massachusetts
$558K 8,640 – –
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$553K 8,570 +8,570 New
AT
68
American Trust
Kentucky
$542K 8,394 +8,394 New
ASN
69
Advisory Services Network
Georgia
$518K 8,030 – –
AWS
70
Atria Wealth Solutions
New York
$515K 7,982 +7,982 New
TB
71
Treynor Bancshares
Iowa
$504K 7,800 – –
BAM
72
Belpointe Asset Management
Nevada
$502K 7,764 -78 -1%
GCA
73
Gradient Capital Advisors
California
$496K 7,686 – –
VWA
74
V Wealth Advisors
Kansas
$479K 7,425 +22 +0.3%
TRCT
75
Tower Research Capital (TRC)
New York
$478K 7,402 -6,368 -46%
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