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WisdomTree US Total Dividend Fund
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Overview Fund Activity

151 hedge funds and large institutions have $382M invested in WisdomTree US Total Dividend Fund in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+11
Holders Change %
+7.86%
% of All Funds
2.33%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
27
Increased
43
Reduced
41
Closed
12
Calls
$667K
Puts
$1.07M
Net Calls
-$401K
Net Calls Change
-$155K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.8M
2
AWM
2
AE Wealth Management
Kansas
$3.98M
3
Bank of America
3
Bank of America
North Carolina
$76.5M
4
SFS
4
Sowell Financial Services
Arkansas
$1.21M
5
Jane Street
5
Jane Street
New York
$1.34M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$965K
3
SPC
3
Sigma Planning Corp
Michigan
$628K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.01M
5
LPL Financial
5
LPL Financial
California
$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
76
V Wealth Advisors
Kansas
$479K +$2.39K +37 +0.5%
BTWM
77
Baker Tilly Wealth Management
Wisconsin
$477K -$14.9K -230 -3%
SCA
78
Sandy Cove Advisors
Massachusetts
$471K +$471K +7,268 New
Baird Financial Group
79
Baird Financial Group
Wisconsin
$453K -$26.7K -412 -6%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$452K -$13K -200 -3%
QCM
81
Quest Capital Management
Texas
$440K +$220K +3,400 +100%
FLPIM
82
F.L. Putnam Investment Management
Massachusetts
$434K – – –
RJA
83
Raymond James & Associates
Florida
$433K -$11.1K -171 -2%
APW
84
Aurora Private Wealth
New Jersey
$433K +$2.2K +34 +0.5%
EP
85
EPIQ Partners
Minnesota
$427K +$77.6K +1,200 +22%
WIC
86
Willis Investment Counsel
Georgia
$412K – – –
HIM
87
Hotaling Investment Management
Pennsylvania
$381K – – –
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$375K +$285K +4,397 +316%
PCM
89
Passive Capital Management
Maryland
$372K +$372K +5,751 New
5L
90
55I LLC
Massachusetts
$363K +$5.06K +78 +1%
CIAS
91
CFS Investment Advisory Services
New Jersey
$360K – – –
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$352K +$22.4K +346 +7%
GWM
93
Geneos Wealth Management
Colorado
$333K – – –
CAM
94
Crestone Asset Management
Colorado
$332K – – –
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$325K -$32.3K -498 -9%
RFC
96
Regions Financial Corp
Alabama
$311K – – –
PAS
97
Park Avenue Securities
New York
$293K +$29.9K +462 +11%
MSAM
98
Moloney Securities Asset Management
Missouri
$288K +$20.2K +311 +8%
MSFS
99
Main Street Financial Solutions
Pennsylvania
$285K +$971 +15 +0.3%
LWAC
100
Laurel Wealth Advisors (California)
California
$277K +$777 +12 +0.3%
2 3
4
5 6