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WisdomTree US Total Dividend Fund
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Overview Fund Activity

169 hedge funds and large institutions have $498M invested in WisdomTree US Total Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
169
Holders Change
–
Holders Change %
0%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
14
Increased
52
Reduced
46
Closed
13
Calls
$211K
Puts
$38.5M
Net Calls
-$38.3M
Net Calls Change
-$17.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$122M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.63M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.13M
4
AI
4
Atria Investments
North Carolina
$2M
5
NA
5
NewEdge Advisors
Louisiana
$1.46M

Top Sellers

1
VPP
1
Vertex Planning Partners
Illinois
$21M
2
CWM
2
Connecticut Wealth Management
Connecticut
$17.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$57.7M
4
Ameriprise
4
Ameriprise
Minnesota
$8M
5
LPL Financial
5
LPL Financial
California
$29.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$1.33M 21,210 +4,273 +25%
SG
52
Sharper & Granite
California
$1.29M 20,790 -2,620 -11%
CCA
53
Clearwater Capital Advisors
Illinois
$1.29M 20,779 -504 -2%
William Blair & Company
54
William Blair & Company
Illinois
$1.25M 20,146 – –
CA
55
Claro Advisors
Massachusetts
$1.18M 19,003 +5,114 +37%
EWM
56
Evercore Wealth Management
New York
$1.17M 18,900 – –
SCG
57
Sonata Capital Group
Washington
$1.16M 18,620 – –
CWM
58
Cherrydale Wealth Management
New Jersey
$1.11M 17,818 +108 +0.6%
JWA
59
JFS Wealth Advisors
Pennsylvania
$1.07M 17,166 -40 -0.2%
RJA
60
Raymond James & Associates
Florida
$1.06M 17,110 -701 -4%
SWP
61
Stratos Wealth Partners
Ohio
$1.05M 16,929 -572 -3%
KCM
62
Kendall Capital Management
Maryland
$998K 16,080 – –
SPC
63
Sigma Planning Corp
Michigan
$987K 15,901 +10 +0.1%
CA
64
Cetera Advisors
Colorado
$929K 14,969 -804 -5%
ERWM
65
Elk River Wealth Management
Colorado
$882K 14,209 – –
AWS
66
Atria Wealth Solutions
New York
$869K 13,994 +6,580 +89%
HWM
67
HB Wealth Management
Georgia
$866K 13,952 – –
PIAS
68
PCA Investment Advisory Services
Ohio
$858K 13,821 -25 -0.2%
VCP
69
Verus Capital Partners
Arizona
$852K 13,720 +603 +5%
MWM
70
Maripau Wealth Management
Indiana
$802K 12,913 +12,913 New
AWM
71
Avior Wealth Management
Nebraska
$789K 12,712 +1,324 +12%
IFWM
72
Institute for Wealth Management
Colorado
$767K 12,356 – –
AWM
73
AE Wealth Management
Kansas
$753K 12,135 -104 -0.8%
SWM
74
Spire Wealth Management
Virginia
$747K 12,026 +23 +0.2%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$711K 11,446 +1,709 +18%
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