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WisdomTree US Total Dividend Fund
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Overview Fund Activity

157 hedge funds and large institutions have $404M invested in WisdomTree US Total Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 61 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-8
Holders Change %
-4.85%
% of All Funds
2.71%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
7
Increased
61
Reduced
38
Closed
12
Calls
$1.24M
Puts
$720K
Net Calls
+$517K
Net Calls Change
-$501K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$87.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.7M
3
FTUS
3
Flow Traders U.S.
New York
$5M
4
Wells Fargo
4
Wells Fargo
California
$30M
5
AIA
5
Arrow Investment Advisors
Maryland
$6.64M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$1.77M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.67M
3
LPL Financial
3
LPL Financial
California
$24.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.36M
5
GVAG
5
Great Valley Advisor Group
Delaware
$407K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
76
Amplius Wealth Advisors
Pennsylvania
$424K +$7.05K +130 +2%
TB
77
Treynor Bancshares
Iowa
$423K – – –
GCA
78
Gradient Capital Advisors
California
$417K – – –
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$408K +$47.7K +880 +13%
GVAG
80
Great Valley Advisor Group
Delaware
$407K -$970K -17,889 -70%
VWA
81
V Wealth Advisors
Kansas
$406K +$543 +10 +0.1%
SCA
82
Sandy Cove Advisors
Massachusetts
$402K +$2.93K +54 +0.7%
BTWM
83
Baker Tilly Wealth Management
Wisconsin
$400K – – –
OPPS
84
Obsidian Personal Planning Solutions
Maryland
$392K -$8.62K -159 -2%
RFC
85
Regions Financial Corp
Alabama
$392K – – –
Baird Financial Group
86
Baird Financial Group
Wisconsin
$379K – – –
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$379K – – –
APA
88
American Portfolios Advisors
New York
$359K – – –
EP
89
EPIQ Partners
Minnesota
$353K – – –
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$340K – – –
IGWM
91
ICA Group Wealth Management
Colorado
$335K – – –
FLPIM
92
F.L. Putnam Investment Management
Massachusetts
$335K – – –
WIC
93
Willis Investment Counsel
Georgia
$328K -$11.9K -220 -4%
BMWM
94
Brown Miller Wealth Management
Virginia
$321K +$3.8K +70 +1%
HIM
95
Hotaling Investment Management
Pennsylvania
$319K – – –
PCM
96
Passive Capital Management
Maryland
$317K +$1.95K +36 +0.6%
LWAC
97
Laurel Wealth Advisors (California)
California
$313K +$31K +570 +11%
Cerity Partners
98
Cerity Partners
New York
$311K – – –
IA
99
IFP Advisors
Florida
$309K +$75.1K +822 +32%
PAS
100
Park Avenue Securities
New York
$296K +$31.9K +588 +12%
2 3
4
5 6