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WisdomTree US Total Dividend Fund
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Overview Fund Activity

169 hedge funds and large institutions have $496M invested in WisdomTree US Total Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-11
Holders Change %
-6.11%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
13
Increased
49
Reduced
49
Closed
19
Calls
$382K
Puts
$21.6M
Net Calls
-$21.3M
Net Calls Change
+$5.11M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$9.81M
2
Morgan Stanley
Morgan Stanley
New York
+$3.84M
3
LPL Financial
LPL Financial
California
+$2.67M
4
VPP
Vertex Planning Partners
Illinois
+$1.39M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.27M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$9.96M
2
AIA
Arrow Investment Advisors
Maryland
-$6.92M
3
CWM
Connecticut Wealth Management
Connecticut
-$3.19M
4
MPW
MGO Private Wealth
California
-$3.13M
5
DWA
Dorsey Wright & Associates
California
-$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$528K +$38.7K +638 +8%
BP
77
Ballentine Partners
Massachusetts
$523K – – –
MML Investors Services
78
MML Investors Services
Massachusetts
$515K +$13.9K +230 +3%
AWA
79
Amplius Wealth Advisors
Pennsylvania
$474K – – –
TB
80
Treynor Bancshares
Iowa
$473K – – –
GCA
81
Gradient Capital Advisors
California
$466K – – –
SC
82
Savant Capital
Illinois
$461K +$461K +7,608 New
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$456K +$182 +3 +0%
AWS
84
Atria Wealth Solutions
New York
$449K +$163K +2,693 +57%
RFC
85
Regions Financial Corp
Alabama
$438K – – –
BTWM
86
Baker Tilly Wealth Management
Wisconsin
$437K – – –
MIM
87
Moseley Investment Management
Florida
$431K -$30.3K -500 -7%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$424K -$61 -1 -0%
BAM
89
Belpointe Asset Management
Nevada
$411K -$203K -3,348 -33%
SCA
90
Sandy Cove Advisors
Massachusetts
$393K +$2.42K +40 +0.6%
EP
91
Essential Planning
New Hampshire
$389K -$253K -4,180 -39%
BPA
92
Beacon Pointe Advisors
California
$379K -$15.5K -256 -4%
IGWM
93
ICA Group Wealth Management
Colorado
$376K +$14.8K +245 +4%
FLPIM
94
F.L. Putnam Investment Management
Massachusetts
$375K – – –
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$369K – – –
WIC
96
Willis Investment Counsel
Georgia
$366K – – –
Cerity Partners
97
Cerity Partners
New York
$358K – – –
PCM
98
Passive Capital Management
Maryland
$355K – – –
BAG
99
Bridgewealth Advisory Group
California
$346K +$72.8K +1,202 +27%
IWC
100
Integrated Wealth Concepts
Massachusetts
$339K +$339K +5,594 New
2 3
4
5 6