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WisdomTree US Total Dividend Fund
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Overview Fund Activity

174 hedge funds and large institutions have $494M invested in WisdomTree US Total Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
174
Holders Change
+5
Holders Change %
+2.96%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
19
Increased
46
Reduced
57
Closed
14
Calls
$2.15M
Puts
$6.37M
Net Calls
-$4.22M
Net Calls Change
+$34.1M

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$12.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$59.8M
3
PFO
3
Pathstone Family Office
New Jersey
$3.74M
4
LPL Financial
4
LPL Financial
California
$32.4M
5
Bank of America
5
Bank of America
North Carolina
$121M

Top Sellers

1
V
1
Veritable
Delaware
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.11M
3
RWA
3
Rooted Wealth Advisors
Illinois
$504K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$921K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
76
Alta Wealth Advisors
Massachusetts
$626K 10,411 -14 -0.1%
PIA
77
Panoramic Investment Advisors
Colorado
$622K 10,345 +10,345 New
CIC
78
Cutler Investment Counsel
Oregon
$579K 9,630 +274 +3%
BAG
79
Bridgewealth Advisory Group
California
$577K 9,597 -731 -7%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$572K 9,500 +4,667 +97%
PAS
81
Park Avenue Securities
New York
$567K 9,425 +9,425 New
T
82
TRUADVICE
Florida
$546K 9,046 +9,046 New
BP
83
Ballentine Partners
Massachusetts
$520K 8,640 – –
RWA
84
Rooted Wealth Advisors
Illinois
$504K 8,161 -50,210 -86%
TFG
85
Team Financial Group
California
$484K 8,041 +8,041 New
Fidelity Investments
86
Fidelity Investments
Massachusetts
$482K 8,013 +145 +2%
GWP
87
Gateway Wealth Partners
Wisconsin
$476K 7,912 +1,574 +25%
TB
88
Treynor Bancshares
Iowa
$469K 7,800 – –
MML Investors Services
89
MML Investors Services
Massachusetts
$466K 7,752 +1,838 +31%
GCA
90
Gradient Capital Advisors
California
$462K 7,686 – –
SC
91
Savant Capital
Illinois
$458K 7,608 – –
AWA
92
Amplius Wealth Advisors
Pennsylvania
$440K 7,316 -500 -6%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$440K 7,312 -22 -0.3%
RFC
94
Regions Financial Corp
Alabama
$435K 7,226 – –
BTWM
95
Baker Tilly Wealth Management
Wisconsin
$434K 7,216 – –
MIM
96
Moseley Investment Management
Florida
$428K 7,110 – –
Baird Financial Group
97
Baird Financial Group
Wisconsin
$421K 6,994 +1 +0%
SCA
98
Sandy Cove Advisors
Massachusetts
$395K 6,568 +42 +0.6%
Envestnet Portfolio Solutions
99
Envestnet Portfolio Solutions
Illinois
$388K 6,454 +6,454 New
FTUS
100
Flow Traders U.S.
New York
$382K 6,353 +668 +12%
2 3
4
5 6