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WisdomTree US Total Dividend Fund
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Overview Fund Activity

175 hedge funds and large institutions have $605M invested in WisdomTree US Total Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 13 closing their positions.

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
18
Increased
52
Reduced
57
Closed
13
Calls
$45.1M
Puts
$5.1M
Net Calls
+$40M
Net Calls Change
+$44.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.62M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$3.56M
4
BCM
4
Brookstone Capital Management
Illinois
$3.13M
5
AI
5
Arvest Investments
Arkansas
$2.39M

Top Sellers

1
VPP
1
Vertex Planning Partners
Illinois
$13M
2
Citadel Advisors
2
Citadel Advisors
Florida
$839K
3
6F
3
626 Financial
Michigan
$19.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.83M
5
PFG
5
Pinnacle Financial Group
Illinois
$19.2M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$1.2M 18,291 +667 +4%
CWM
52
Cherrydale Wealth Management
New Jersey
$1.18M 18,064 +132 +0.7%
SS
53
Sunbelt Securities
Texas
$1.14M 17,449 -7,869 -31%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$1.09M 16,654 -9,618 -37%
AWS
55
Atria Wealth Solutions
New York
$1.08M 16,510 +1,236 +8%
CA
56
Claro Advisors
Massachusetts
$1.07M 16,390 -2,556 -13%
JWA
57
JFS Wealth Advisors
Pennsylvania
$1.07M 16,298 -96 -0.6%
CA
58
Cetera Advisors
Colorado
$1.03M 15,767 +4,316 +38%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$1.02M 15,597 +83 +0.5%
VCP
60
Verus Capital Partners
Arizona
$1.02M 15,583 +1,017 +7%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$960K 14,687 +3,306 +29%
ERWM
62
Elk River Wealth Management
Colorado
$929K 14,209 – –
PIAS
63
PCA Investment Advisory Services
Ohio
$869K 13,293 -528 -4%
KCM
64
Kendall Capital Management
Maryland
$855K 13,080 – –
HWM
65
HB Wealth Management
Georgia
$842K 12,880 -1,072 -8%
Citadel Advisors
66
Citadel Advisors
Florida
$839K 12,838 -22,223 -63%
RWA
67
Rooted Wealth Advisors
Illinois
$839K 13,219 +5,058 +62%
AWM
68
AE Wealth Management
Kansas
$828K 12,504 +129 +1%
SWM
69
Spire Wealth Management
Virginia
$776K 11,858 -72 -0.6%
IFWM
70
Institute for Wealth Management
Colorado
$771K 11,793 -244 -2%
WTC
71
WhitTier Trust Company
Nevada
$684K 10,467 – –
PIA
72
Panoramic Investment Advisors
Colorado
$680K 10,397 +52 +0.5%
NA
73
NewEdge Advisors
Louisiana
$677K 10,362 -11,754 -53%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$664K 10,155 +655 +7%
RCM
75
RMR Capital Management
California
$623K 9,528 +9,528 New
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