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WisdomTree US Total Dividend Fund
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Overview Fund Activity

128 hedge funds and large institutions have $272M invested in WisdomTree US Total Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
30
Reduced
39
Closed
8
Calls
$386K
Puts
$3.13M
Net Calls
-$2.74M
Net Calls Change
-$3.83M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$10.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$6.38M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.91M
4
LPL Financial
4
LPL Financial
California
$48M
5
Bank of America
5
Bank of America
North Carolina
$60.5M

Top Sellers

1
CWM
1
Connecticut Wealth Management
Connecticut
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.66M
3
T
3
TRUADVICE
Florida
$216K
4
Jane Street
4
Jane Street
New York
$1.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
76
Next Financial Group
Texas
$345K -$1.47K -26 -0.4%
SS
77
Sunbelt Securities
Texas
$333K +$333K +5,894 New
HIM
78
Hotaling Investment Management
Pennsylvania
$332K – – –
CAM
79
Crestone Asset Management
Colorado
$314K – – –
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$288K – – –
RFC
81
Regions Financial Corp
Alabama
$271K – – –
GWM
82
Geneos Wealth Management
Colorado
$271K +$20.4K +350 +8%
RCAG
83
Rehmann Capital Advisory Group
Michigan
$240K -$22.3K -394 -8%
LWAC
84
Laurel Wealth Advisors (California)
California
$240K +$453 +8 +0.2%
EH
85
Equitable Holdings
New York
$239K +$113 +2 +0%
MSFS
86
Main Street Financial Solutions
Pennsylvania
$235K +$227 +4 +0.1%
BOS
87
Bingham Osborn & Scarborough
California
$233K – – –
AA
88
AlphaMark Advisors
Kentucky
$230K +$31.2K +552 +16%
IAN
89
Integrated Advisors Network
Texas
$228K +$228K +4,032 New
T
90
TRUADVICE
Florida
$216K -$3.92M -66,912 -95%
TPWA
91
TRUE Private Wealth Advisors
Oregon
$214K – – –
MHS
92
M Holdings Securities
Oregon
$214K +$214K +3,784 New
KFI
93
Key Financial Inc
Pennsylvania
$209K +$906 +16 +0.4%
BRWA
94
B. Riley Wealth Advisors
Florida
$203K +$203K +3,578 New
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$145K – – –
CA
96
Clearstead Advisors
Ohio
$145K – – –
BFG
97
Baron Financial Group
New Jersey
$136K -$22.6K -400 -14%
HI
98
Harbour Investments
Wisconsin
$119K +$119K +2,100 New
SBSB
99
Sullivan, Bruyette, Speros & Blaney
Virginia
$113K – – –
PA
100
Parallel Advisors
California
$113K – – –
2 3
4
5 6