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WisdomTree US Total Dividend Fund
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Overview Fund Activity

175 hedge funds and large institutions have $605M invested in WisdomTree US Total Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 13 closing their positions.

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
18
Increased
52
Reduced
57
Closed
13
Calls
$45.1M
Puts
$5.1M
Net Calls
+$40M
Net Calls Change
+$44.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.62M
3
BCM
3
Brookstone Capital Management
Illinois
$3.13M
4
Ameriprise
4
Ameriprise
Minnesota
$10.7M
5
LPL Financial
5
LPL Financial
California
$37.2M

Top Sellers

1
VPP
1
Vertex Planning Partners
Illinois
$13M
2
Citadel Advisors
2
Citadel Advisors
Florida
$839K
3
6F
3
626 Financial
Michigan
$19.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.83M
5
PFG
5
Pinnacle Financial Group
Illinois
$19.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CIC
76
Cutler Investment Counsel
Oregon
$615K 9,413 -217 -2%
PAS
77
Park Avenue Securities
New York
$609K 9,310 -115 -1%
Jane Street
78
Jane Street
New York
$602K 9,212 +9,212 New
NS
79
NBC Securities
Alabama
$577K 8,829 +5,095 +136%
BP
80
Ballentine Partners
Massachusetts
$565K 8,640 – –
Fidelity Investments
81
Fidelity Investments
Massachusetts
$554K 8,468 +455 +6%
CPRC
82
Consolidated Portfolio Review Corp
New York
$531K 8,123 -13,559 -63%
AWA
83
Alta Wealth Advisors
Massachusetts
$524K 8,009 -2,402 -23%
GWP
84
Gateway Wealth Partners
Wisconsin
$521K 7,962 +50 +0.6%
TB
85
Treynor Bancshares
Iowa
$510K 7,800 – –
TFG
86
Team Financial Group
California
$508K 7,776 -265 -3%
MML Investors Services
87
MML Investors Services
Massachusetts
$505K 7,722 -30 -0.4%
SC
88
Savant Capital
Illinois
$497K 7,608 – –
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$478K 7,316 +4 +0.1%
RFC
90
Regions Financial Corp
Alabama
$472K 7,226 – –
BTWM
91
Baker Tilly Wealth Management
Wisconsin
$472K 7,216 – –
AWA
92
Amplius Wealth Advisors
Pennsylvania
$470K 7,186 -130 -2%
GVAG
93
Great Valley Advisor Group
Delaware
$466K 7,133 +7,133 New
MIM
94
Moseley Investment Management
Florida
$465K 7,110 – –
Baird Financial Group
95
Baird Financial Group
Wisconsin
$457K 6,993 -1 -0%
SCTC
96
Sanibel Captiva Trust Company
Florida
$448K 6,850 +6,850 New
SCA
97
Sandy Cove Advisors
Massachusetts
$433K 6,617 +49 +0.7%
IPWA
98
International Private Wealth Advisors
California
$431K 6,589 +6,589 New
GCA
99
Gradient Capital Advisors
California
$414K 6,336 -1,350 -18%
BAG
100
Bridgewealth Advisory Group
California
$402K 6,143 -3,454 -36%
2 3
4
5 6