DTD icon

WisdomTree US Total Dividend Fund

180 hedge funds and large institutions have $518M invested in WisdomTree US Total Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
37
Increased
60
Reduced
40
Closed
9
Calls
$411K
Puts
$26.8M
Net Calls
-$26.4M
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Shares
Change %
KIA
51
KLR Investment Advisors
Rhode Island
$1.38M +$1.38M +22,690 New
CCA
52
Clearwater Capital Advisors
Illinois
$1.35M -$15.3K -253 -1%
William Blair & Company
53
William Blair & Company
Illinois
$1.22M
NSAM
54
North Star Asset Management
Wisconsin
$1.16M +$442K +7,290 +62%
EWM
55
Evercore Wealth Management
New York
$1.15M
SCG
56
Sonata Capital Group
Washington
$1.13M
CWM
57
Cherrydale Wealth Management
New Jersey
$1.07M +$8.01K +132 +0.8%
KCM
58
Kendall Capital Management
Maryland
$1.07M
JWA
59
JFS Wealth Advisors
Pennsylvania
$1.05M -$40.3K -665 -4%
SWP
60
Stratos Wealth Partners
Ohio
$1.02M -$29.8K -492 -3%
CA
61
Cetera Advisors
Colorado
$993K -$13.4K -221 -1%
RJA
62
Raymond James & Associates
Florida
$883K +$272K +4,481 +44%
ERWM
63
Elk River Wealth Management
Colorado
$862K +$862K +14,209 New
CIC
64
Cutler Investment Counsel
Oregon
$851K -$13.6K -224 -2%
HWM
65
HB Wealth Management
Georgia
$846K
AssetMark Inc
66
AssetMark Inc
California
$829K +$829K +13,672 New
SPC
67
Sigma Planning Corp
Michigan
$829K +$34.5K +569 +4%
AWM
68
AE Wealth Management
Kansas
$782K -$2.99M -49,346 -79%
IFWM
69
Institute for Wealth Management
Colorado
$749K +$15.3K +252 +2%
Stifel Financial
70
Stifel Financial
Missouri
$702K +$126K +2,073 +22%
SCFS
71
S.C. Financial Services
Arizona
$661K +$10.3K +170 +2%
WTC
72
WhitTier Trust Company
Nevada
$635K
SWM
73
Spire Wealth Management
Virginia
$631K +$1.7K +28 +0.3%
BAM
74
Belpointe Asset Management
Nevada
$614K
Citadel Advisors
75
Citadel Advisors
Florida
$613K +$613K +10,104 New