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WisdomTree US Total Dividend Fund
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Overview Fund Activity

132 hedge funds and large institutions have $288M invested in WisdomTree US Total Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
32
Reduced
39
Closed
9
Calls
$1.01M
Puts
$4.45M
Net Calls
-$3.43M
Net Calls Change
-$691K

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$32.4M
2
CAN
2
Cetera Advisor Networks
California
$6.05M
3
Bank of America
3
Bank of America
North Carolina
$65.7M
4
JFS
4
JD Financial Services
Pennsylvania
$4M
5
FTUS
5
Flow Traders U.S.
New York
$2.96M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$35M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
SPIA
3
Steward Partners Investment Advisory
New York
$2.61M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.88M
5
Creative Planning
5
Creative Planning
Kansas
$2.21M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$308K 2,575 +250 +11%
CAM
77
Crestone Asset Management
Colorado
$304K 2,563 -215 -8%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$301K 2,543 – –
Stifel Financial
79
Stifel Financial
Missouri
$300K 2,534 -547 -18%
T
80
TRUADVICE
Florida
$287K 2,382 +539 +29%
RFC
81
Regions Financial Corp
Alabama
$284K 2,400 – –
MSFS
82
Main Street Financial Solutions
Pennsylvania
$259K 2,187 +112 +5%
RCAG
83
Rehmann Capital Advisory Group
Michigan
$252K 2,127 – –
LWAC
84
Laurel Wealth Advisors (California)
California
$252K 2,127 +6 +0.3%
EH
85
Equitable Holdings
New York
$249K 2,101 -13 -0.6%
BOS
86
Bingham Osborn & Scarborough
California
$244K 2,062 – –
5L
87
55I LLC
Massachusetts
$242K 2,043 +2,043 New
IAN
88
Integrated Advisors Network
Texas
$239K 2,016 – –
BBW
89
Blue Barn Wealth
Utah
$236K 1,993 +1,993 New
AA
90
AlphaMark Advisors
Kentucky
$229K 1,934 -99 -5%
CMO
91
Covenant Multifamily Offices
Texas
$225K 1,897 +1,897 New
TPWA
92
TRUE Private Wealth Advisors
Oregon
$224K 1,893 – –
BRWA
93
B. Riley Wealth Advisors
Florida
$212K 1,789 – –
AFG
94
Allegheny Financial Group
Pennsylvania
$211K 1,778 +1,778 New
SCA
95
Stonebridge Capital Advisors
Minnesota
$209K 1,804 +902 +100%
KFI
96
Key Financial Inc
Pennsylvania
$207K 1,718 -128 -7%
QCM
97
Quest Capital Management
Texas
$201K 1,700 +1,700 New
WWM
98
Windsor Wealth Management
Indiana
$201K 1,700 +1,700 New
ASN
99
Advisory Services Network
Georgia
$185K 1,565 +1,565 New
CA
100
Clearstead Advisors
Ohio
$152K 1,282 – –
2 3
4
5 6