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WisdomTree US Total Dividend Fund
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Overview Fund Activity

186 hedge funds and large institutions have $606M invested in WisdomTree US Total Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
186
Holders Change
+11
Holders Change %
+6.29%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
24
Increased
48
Reduced
61
Closed
12
Calls
$7.45M
Puts
$7.11M
Net Calls
+$345K
Net Calls Change
-$39.7M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$21.9M
2
CAN
2
Cetera Advisor Networks
California
$19.8M
3
MFG
3
Merit Financial Group
Georgia
$3.15M
4
LPL Financial
4
LPL Financial
California
$43.1M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.71M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$77M
2
Mariner
2
Mariner
Kansas
$900K
3
Ameriprise
3
Ameriprise
Minnesota
$9.51M
4
FRA
4
FFG Retirement Advisors
Colorado
$4.61M
5
Bank of America
5
Bank of America
North Carolina
$143M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.36M 19,246 -12,465 -39%
EWM
52
Evercore Wealth Management
New York
$1.34M 18,900 – –
CWM
53
Cherrydale Wealth Management
New Jersey
$1.28M 18,150 +86 +0.5%
PAG
54
Private Advisor Group
New Jersey
$1.22M 17,293 -3,836 -18%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$1.2M 16,923 +14,568 +619%
Citadel Advisors
56
Citadel Advisors
Florida
$1.19M 16,843 +4,005 +31%
William Blair & Company
57
William Blair & Company
Illinois
$1.18M 16,724 -2,541 -13%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$1.16M 16,429 -225 -1%
VCP
59
Verus Capital Partners
Arizona
$1.15M 16,321 +738 +5%
JWA
60
JFS Wealth Advisors
Pennsylvania
$1.15M 16,306 +8 +0%
NS
61
NBC Securities
Alabama
$1.11M 14,169 +5,340 +60%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$1.11M 15,650 +53 +0.3%
SFS
63
Sowell Financial Services
Arkansas
$1.09M 15,363 +15,363 New
PIAS
64
PCA Investment Advisory Services
Ohio
$940K 13,293 – –
SS
65
Sunbelt Securities
Texas
$926K 13,094 -4,355 -25%
CA
66
Claro Advisors
Massachusetts
$919K 12,993 -3,397 -21%
HWM
67
HB Wealth Management
Georgia
$911K 12,880 – –
Mariner
68
Mariner
Kansas
$900K 12,724 -51,451 -80%
KCM
69
Kendall Capital Management
Maryland
$854K 12,080 -1,000 -8%
SWM
70
Spire Wealth Management
Virginia
$840K 11,877 +19 +0.2%
IFWM
71
Institute for Wealth Management
Colorado
$827K 11,693 -100 -0.8%
AWS
72
Atria Wealth Solutions
New York
$742K 10,495 -6,015 -36%
WTC
73
WhitTier Trust Company
Nevada
$740K 10,467 – –
PIA
74
Panoramic Investment Advisors
Colorado
$732K 10,345 -52 -0.5%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$728K 10,298 +143 +1%
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