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WisdomTree US Total Dividend Fund
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Overview Fund Activity

196 hedge funds and large institutions have $695M invested in WisdomTree US Total Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+16
Holders Change %
+8.89%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
69
Reduced
45
Closed
8
Calls
$1.8M
Puts
$130K
Net Calls
+$1.67M
Net Calls Change
-$16.4M

Top Buyers

1
EP
Essential Planning
New Hampshire
$22.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$13.3M
4
IAA
Independent Advisor Alliance
North Carolina
$4.42M
5
SA
Sanctuary Advisors
Indiana
$4.25M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$771K
2
HighTower Advisors
HighTower Advisors
Illinois
$14.9M
3
NS
NBC Securities
Alabama
$1.28K
4
BWP
Baldwin Wealth Partners
Massachusetts
$250K
5
SFS
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
51
Verus Capital Partners
Arizona
$1.35M +$62.5K +824 +5%
SWP
52
Stratos Wealth Partners
Ohio
$1.29M +$45.7K +602 +4%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$1.28M +$16.8K +222 +1%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$1.25M +$2.2K +29 +0.2%
EWM
55
Evercore Wealth Management
New York
$1.2M – – –
William Blair & Company
56
William Blair & Company
Illinois
$1.18M – – –
Fidelity Investments
57
Fidelity Investments
Massachusetts
$1.11M +$53K +699 +5%
JWA
58
JFS Wealth Advisors
Pennsylvania
$1.09M -$136K -1,790 -11%
Jane Street
59
Jane Street
New York
$1.07M +$365K +4,810 +52%
SG
60
Sharper & Granite
California
$1.06M -$1.9K -25 -0.2%
Mariner
61
Mariner
Kansas
$1.04M -$15.9K -210 -2%
CPRC
62
Consolidated Portfolio Review Corp
New York
$1.04M +$1.44K +19 +0.1%
PAG
63
Private Advisor Group
New Jersey
$986K -$215K -2,839 -18%
AWS
64
Atria Wealth Solutions
New York
$982K -$37.3K -492 -4%
HWM
65
HB Wealth Management
Georgia
$977K – – –
SWM
66
Spire Wealth Management
Virginia
$938K +$3.34K +44 +0.4%
PIAS
67
PCA Investment Advisory Services
Ohio
$934K -$74.1K -977 -7%
AA
68
Armis Advisers
Georgia
$871K +$871K +11,479 New
PAS
69
Park Avenue Securities
New York
$864K +$148K +1,956 +21%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$861K +$367K +4,840 +74%
PIA
71
Panoramic Investment Advisors
Colorado
$855K +$52.2K +688 +6%
IFWM
72
Institute for Wealth Management
Colorado
$853K – – –
WTC
73
WhitTier Trust Company
Nevada
$812K – – –
KFP
74
KMG Fiduciary Partners
Ohio
$772K +$133K +1,749 +21%
Goldman Sachs
75
Goldman Sachs
New York
$771K -$1.76M -23,236 -70%
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