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WisdomTree US Total Dividend Fund

180 hedge funds and large institutions have $518M invested in WisdomTree US Total Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+23
Holders Change %
+14.65%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
37
Increased
60
Reduced
40
Closed
9
Calls
$411K
Puts
$26.8M
Net Calls
-$26.4M
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Shares
Change %
VCP
76
Verus Capital Partners
Arizona
$598K +$116K +1,916 +24%
PIA
77
Panoramic Investment Advisors
Colorado
$597K +$597K +9,839 New
Goldman Sachs
78
Goldman Sachs
New York
$581K -$333K -5,498 -36%
EP
79
Essential Planning
New Hampshire
$580K +$580K +10,594 New
CA
80
Claro Advisors
Massachusetts
$553K +$553K +9,126 New
BP
81
Ballentine Partners
Massachusetts
$524K
MML Investors Services
82
MML Investors Services
Massachusetts
$502K +$217K +3,573 +76%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$490K -$20.1K -332 -4%
AWA
84
Amplius Wealth Advisors
Pennsylvania
$474K
TB
85
Treynor Bancshares
Iowa
$473K
GCA
86
Gradient Capital Advisors
California
$466K
MIM
87
Moseley Investment Management
Florida
$462K +$200K +3,290 +76%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$457K +$304 +5 +0.1%
AWA
89
Alta Wealth Advisors
Massachusetts
$452K +$452K +7,451 New
RFC
90
Regions Financial Corp
Alabama
$438K
BTWM
91
Baker Tilly Wealth Management
Wisconsin
$438K -$9.1K -150 -2%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$424K +$61 +1 +0%
OPPS
93
Obsidian Personal Planning Solutions
Maryland
$398K -$41K -675 -9%
BPA
94
Beacon Pointe Advisors
California
$395K +$395K +6,519 New
SCA
95
Sandy Cove Advisors
Massachusetts
$391K -$58.1K -958 -13%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$381K +$1.21K +20 +0.3%
FLPIM
97
F.L. Putnam Investment Management
Massachusetts
$375K
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$369K -$107K -1,770 -23%
WIC
99
Willis Investment Counsel
Georgia
$367K
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$366K +$60.7K +1,001 +20%