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WisdomTree US Total Dividend Fund

165 hedge funds and large institutions have $419M invested in WisdomTree US Total Dividend Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
17
Increased
59
Reduced
40
Closed
14
Calls
$2.42M
Puts
$1.4M
Net Calls
+$1.02M
Net Calls Change
+$1.4M
Name Market Value Shares Shares
Change
Shares
Change %
BTWM
76
Baker Tilly Wealth Management
Wisconsin
$427K 7,366
SCA
77
Sandy Cove Advisors
Massachusetts
$426K 7,351 +56 +0.8%
RFC
78
Regions Financial Corp
Alabama
$418K 7,226
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$415K 7,170 -1,400 -16%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$405K 6,993
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$404K 6,976
Bank of New York Mellon
82
Bank of New York Mellon
New York
$399K 6,888 -45,367 -87%
IGWM
83
ICA Group Wealth Management
Colorado
$388K 6,176 -1,168 -16%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$388K 6,642 -638 -9%
APA
85
American Portfolios Advisors
New York
$383K 6,613 -2,464 -27%
EP
86
EPIQ Partners
Minnesota
$376K 6,500 -100 -2%
RJA
87
Raymond James & Associates
Florida
$375K 6,484 -216 -3%
WIC
88
Willis Investment Counsel
Georgia
$363K 6,266 -100 -2%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$363K 6,272
FLPIM
90
F.L. Putnam Investment Management
Massachusetts
$358K 6,181 -525 -8%
HIM
91
Hotaling Investment Management
Pennsylvania
$341K 5,880
BMWM
92
Brown Miller Wealth Management
Virginia
$338K 5,851
PCM
93
Passive Capital Management
Maryland
$336K 5,805 +36 +0.6%
Cerity Partners
94
Cerity Partners
New York
$332K 5,724 +5,724 New
Goldman Sachs
95
Goldman Sachs
New York
$329K 5,677 +2,429 +75%
CIAS
96
CFS Investment Advisory Services
New Jersey
$327K 5,652 -359,241 -98%
VCP
97
Verus Capital Partners
Arizona
$315K 5,405 +5,405 New
APW
98
Aurora Private Wealth
New Jersey
$313K 5,401 -1,216 -18%
GWM
99
Geneos Wealth Management
Colorado
$310K 5,300
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$308K 5,313 +549 +12%