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WisdomTree US Total Dividend Fund
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Overview Fund Activity

157 hedge funds and large institutions have $404M invested in WisdomTree US Total Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 61 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-8
Holders Change %
-4.85%
% of All Funds
2.71%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
7
Increased
61
Reduced
38
Closed
12
Calls
$1.24M
Puts
$720K
Net Calls
+$517K
Net Calls Change
-$501K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$87.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.7M
3
FTUS
3
Flow Traders U.S.
New York
$5M
4
Wells Fargo
4
Wells Fargo
California
$30M
5
AIA
5
Arrow Investment Advisors
Maryland
$6.64M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$1.77M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.67M
3
LPL Financial
3
LPL Financial
California
$24.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.36M
5
GVAG
5
Great Valley Advisor Group
Delaware
$407K
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
51
Kendall Capital Management
Maryland
$954K – – –
CWM
52
Cherrydale Wealth Management
New Jersey
$948K +$6.89K +127 +0.7%
SWP
53
Stratos Wealth Partners
Ohio
$943K -$42.4K -782 -4%
CA
54
Cetera Advisors
Colorado
$901K -$39.6K -730 -4%
Goldman Sachs
55
Goldman Sachs
New York
$819K +$511K +9,408 +166%
CIC
56
Cutler Investment Counsel
Oregon
$773K -$488 -9 -0.1%
HWM
57
HB Wealth Management
Georgia
$757K -$10.9K -201 -1%
SPC
58
Sigma Planning Corp
Michigan
$710K -$77.4K -1,427 -10%
OFS
59
OneAscent Financial Services
Alabama
$664K +$65.1K +1,200 +11%
IFWM
60
Institute for Wealth Management
Colorado
$657K +$4.02K +74 +0.6%
Mariner
61
Mariner
Kansas
$643K +$81.4K +1,500 +14%
NSAM
62
North Star Asset Management
Wisconsin
$639K – – –
TRCT
63
Tower Research Capital (TRC)
New York
$618K -$38.9K -716 -6%
SCFS
64
S.C. Financial Services
Arizona
$582K -$28.4K -523 -5%
WTC
65
WhitTier Trust Company
Nevada
$568K – – –
SWM
66
Spire Wealth Management
Virginia
$563K -$159K -2,923 -22%
BAM
67
Belpointe Asset Management
Nevada
$550K – – –
RJA
68
Raymond James & Associates
Florida
$547K +$195K +3,600 +56%
Stifel Financial
69
Stifel Financial
Missouri
$515K +$50.7K +936 +11%
BP
70
Ballentine Partners
Massachusetts
$469K – – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$456K +$169K +3,119 +59%
ASN
72
Advisory Services Network
Georgia
$436K – – –
CA
73
CoreCap Advisors
Michigan
$432K -$34.2K -630 -7%
VCP
74
Verus Capital Partners
Arizona
$431K +$138K +2,535 +47%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$426K +$37.3K +688 +10%
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