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WisdomTree US Total Dividend Fund
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Overview Fund Activity

169 hedge funds and large institutions have $498M invested in WisdomTree US Total Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
169
Holders Change
–
Holders Change %
0%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
14
Increased
52
Reduced
46
Closed
13
Calls
$211K
Puts
$38.5M
Net Calls
-$38.3M
Net Calls Change
-$17.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$122M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.63M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.13M
4
AI
4
Atria Investments
North Carolina
$2M
5
NA
5
NewEdge Advisors
Louisiana
$1.46M

Top Sellers

1
VPP
1
Vertex Planning Partners
Illinois
$21M
2
CWM
2
Connecticut Wealth Management
Connecticut
$17.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$57.7M
4
Ameriprise
4
Ameriprise
Minnesota
$8M
5
LPL Financial
5
LPL Financial
California
$29.8M
Name Market Value Shares Shares
Change 		Shares
Change %
WTC
76
WhitTier Trust Company
Nevada
$650K 10,467 – –
AWA
77
Alta Wealth Advisors
Massachusetts
$647K 10,425 +1,067 +11%
BAG
78
Bridgewealth Advisory Group
California
$641K 10,328 +4,623 +81%
Goldman Sachs
79
Goldman Sachs
New York
$588K 9,465 +464 +5%
CIC
80
Cutler Investment Counsel
Oregon
$581K 9,356 +47 +0.5%
AT
81
American Trust
Kentucky
$553K 8,902 +8,902 New
BP
82
Ballentine Partners
Massachusetts
$536K 8,640 – –
SAG
83
SageView Advisory Group
California
$505K 8,136 +8,136 New
Fidelity Investments
84
Fidelity Investments
Massachusetts
$489K 7,868 -844 -10%
AWA
85
Amplius Wealth Advisors
Pennsylvania
$485K 7,816 – –
TB
86
Treynor Bancshares
Iowa
$484K 7,800 – –
GCA
87
Gradient Capital Advisors
California
$477K 7,686 – –
SC
88
Savant Capital
Illinois
$472K 7,608 – –
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$455K 7,334 -196 -3%
RFC
90
Regions Financial Corp
Alabama
$449K 7,226 – –
BTWM
91
Baker Tilly Wealth Management
Wisconsin
$448K 7,216 – –
MIM
92
Moseley Investment Management
Florida
$441K 7,110 – –
Baird Financial Group
93
Baird Financial Group
Wisconsin
$434K 6,993 – –
SCA
94
Sandy Cove Advisors
Massachusetts
$405K 6,526 +39 +0.6%
IWC
95
Integrated Wealth Concepts
Massachusetts
$394K 6,340 +746 +13%
GWP
96
Gateway Wealth Partners
Wisconsin
$394K 6,338 +6,338 New
BPA
97
Beacon Pointe Advisors
California
$381K 6,133 -130 -2%
FLPIM
98
F.L. Putnam Investment Management
Massachusetts
$380K 6,119 -62 -1%
IGWM
99
ICA Group Wealth Management
Colorado
$372K 5,993 -212 -3%
Cerity Partners
100
Cerity Partners
New York
$367K 5,924 – –
2 3
4
5 6