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WisdomTree US Total Dividend Fund
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Overview Fund Activity

186 hedge funds and large institutions have $606M invested in WisdomTree US Total Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
186
Holders Change
+11
Holders Change %
+6.29%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
24
Increased
48
Reduced
61
Closed
12
Calls
$7.45M
Puts
$7.11M
Net Calls
+$345K
Net Calls Change
-$39.7M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$21.9M
2
CAN
2
Cetera Advisor Networks
California
$19.8M
3
MFG
3
Merit Financial Group
Georgia
$3.15M
4
LPL Financial
4
LPL Financial
California
$43.1M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.71M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$77M
2
Mariner
2
Mariner
Kansas
$900K
3
Ameriprise
3
Ameriprise
Minnesota
$9.51M
4
FRA
4
FFG Retirement Advisors
Colorado
$4.61M
5
Bank of America
5
Bank of America
North Carolina
$143M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$720K 10,180 +1,712 +20%
RWM
77
Revisor Wealth Management
Ohio
$714K 10,528 +10,528 New
CIC
78
Cutler Investment Counsel
Oregon
$685K 9,682 +269 +3%
RCM
79
RMR Capital Management
California
$674K 9,534 +6 +0.1%
PAS
80
Park Avenue Securities
New York
$633K 8,951 -359 -4%
BP
81
Ballentine Partners
Massachusetts
$611K 8,640 – –
GWP
82
Gateway Wealth Partners
Wisconsin
$591K 8,352 +390 +5%
GVAG
83
Great Valley Advisor Group
Delaware
$573K 8,091 +958 +13%
NA
84
NewEdge Advisors
Louisiana
$564K 7,973 -2,389 -23%
AWA
85
Alta Wealth Advisors
Massachusetts
$562K 7,947 -62 -0.8%
TB
86
Treynor Bancshares
Iowa
$552K 7,800 – –
SC
87
Savant Capital
Illinois
$538K 7,608 – –
TFG
88
Team Financial Group
California
$520K 7,357 -419 -5%
MML Investors Services
89
MML Investors Services
Massachusetts
$512K 7,235 -487 -6%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$512K 7,244 -72 -1%
RFC
91
Regions Financial Corp
Alabama
$511K 7,226 – –
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$510K 7,212 +1,780 +33%
AWA
93
Amplius Wealth Advisors
Pennsylvania
$508K 7,186 – –
Baird Financial Group
94
Baird Financial Group
Wisconsin
$495K 6,994 +1 +0%
SCTC
95
Sanibel Captiva Trust Company
Florida
$484K 6,850 – –
SCA
96
Sandy Cove Advisors
Massachusetts
$451K 6,372 -245 -4%
CFD
97
Creative Financial Designs
Indiana
$450K 6,368 +993 +18%
GCA
98
Gradient Capital Advisors
California
$448K 6,336 – –
Cerity Partners
99
Cerity Partners
New York
$419K 5,924 – –
GFS
100
GYL Financial Synergies
Connecticut
$416K 5,880 – –
2 3
4
5 6