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WisdomTree US Total Dividend Fund
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Overview Fund Activity

180 hedge funds and large institutions have $636M invested in WisdomTree US Total Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.6%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
49
Reduced
57
Closed
14
Calls
$30.8M
Puts
$12.8M
Net Calls
+$18.1M
Net Calls Change
+$13.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.2M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$7.61M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.75M
4
FIA
4
Foundations Investment Advisors
Arizona
$4.8M
5
BWP
5
Baldwin Wealth Partners
Massachusetts
$1.45M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$991K
2
TWD
2
True Wealth Design
Ohio
$0
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$0
4
MLA
4
My Legacy Advisors
Oregon
$803K
5
PFG
5
Pinnacle Financial Group
Illinois
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
JWA
51
JFS Wealth Advisors
Pennsylvania
$1.24M 16,191 -124 -0.8%
PAG
52
Private Advisor Group
New Jersey
$1.21M 15,834 -536 -3%
EWM
53
Evercore Wealth Management
New York
$1.21M 15,781 -3,119 -17%
William Blair & Company
54
William Blair & Company
Illinois
$1.2M 15,620 -1,104 -7%
SFS
55
Sowell Financial Services
Arkansas
$1.12M 14,659 +78 +0.5%
SG
56
Sharper & Granite
California
$1.07M 13,985 -6,620 -32%
Mariner
57
Mariner
Kansas
$1.07M 13,895 +1,171 +9%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$1.06M 13,881 -581 -4%
CPRC
59
Consolidated Portfolio Review Corp
New York
$1.05M 13,646 +19 +0.1%
BCM
60
Brookstone Capital Management
Illinois
$1.03M 13,457 -8,807 -40%
AWS
61
Atria Wealth Solutions
New York
$1.03M 13,437 +61 +0.5%
PIAS
62
PCA Investment Advisory Services
Ohio
$1.02M 13,293 – –
Citadel Advisors
63
Citadel Advisors
Florida
$991K 12,928 -72,708 -85%
HWM
64
HB Wealth Management
Georgia
$988K 12,880 -5 -0%
SWM
65
Spire Wealth Management
Virginia
$945K 12,327 +427 +4%
IFWM
66
Institute for Wealth Management
Colorado
$862K 11,242 -451 -4%
WTC
67
WhitTier Trust Company
Nevada
$821K 10,707 – –
PIA
68
Panoramic Investment Advisors
Colorado
$812K 10,588 +10,588 New
KCM
69
Kendall Capital Management
Maryland
$811K 10,580 -500 -5%
MLA
70
My Legacy Advisors
Oregon
$803K 10,467 -17,204 -62%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$741K 9,665 – –
RCM
72
RMR Capital Management
California
$732K 9,547 +5 +0.1%
PAS
73
Park Avenue Securities
New York
$723K 9,427 +294 +3%
GWP
74
Gateway Wealth Partners
Wisconsin
$714K 9,309 +649 +7%
Jane Street
75
Jane Street
New York
$711K 9,266 +1,391 +18%
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