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WisdomTree US Total Dividend Fund
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Overview Fund Activity

177 hedge funds and large institutions have $581M invested in WisdomTree US Total Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
-9
Holders Change %
-4.84%
% of All Funds
2.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
8
Increased
55
Reduced
61
Closed
13
Calls
$31.3M
Puts
$27.1M
Net Calls
+$4.12M
Net Calls Change
+$3.78M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$6.07M
2
LPL Financial
2
LPL Financial
California
$45.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$79.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.25M
5
CPRC
5
Consolidated Portfolio Review Corp
New York
$965K

Top Sellers

1
VPP
1
Vertex Planning Partners
Illinois
$6.73M
2
BCM
2
Brookstone Capital Management
Illinois
$1.65M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.35M
4
AI
4
Atria Investments
North Carolina
$456K
5
CA
5
Claro Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWP
76
Gateway Wealth Partners
Wisconsin
$613K 8,660 +308 +4%
BP
77
Ballentine Partners
Massachusetts
$612K 8,640 – –
NA
78
NewEdge Advisors
Louisiana
$586K 8,279 +306 +4%
GVAG
79
Great Valley Advisor Group
Delaware
$577K 8,136 +45 +0.6%
Jane Street
80
Jane Street
New York
$558K 7,875 +7,875 New
SC
81
Savant Capital
Illinois
$539K 7,608 – –
MML Investors Services
82
MML Investors Services
Massachusetts
$530K 7,484 +249 +3%
TFG
83
Team Financial Group
California
$523K 7,389 +32 +0.4%
AWA
84
Alta Wealth Advisors
Massachusetts
$516K 7,285 -662 -8%
RWM
85
Revisor Wealth Management
Ohio
$505K 7,133 -3,395 -32%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$495K 6,994 – –
SCTC
87
Sanibel Captiva Trust Company
Florida
$485K 6,850 – –
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$485K 6,853 -391 -5%
AI
89
Atria Investments
North Carolina
$456K 6,438 -14,913 -70%
CFD
90
Creative Financial Designs
Indiana
$447K 6,317 -51 -0.8%
SCA
91
Sandy Cove Advisors
Massachusetts
$442K 6,243 -129 -2%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$441K 6,243 -969 -13%
Cerity Partners
93
Cerity Partners
New York
$420K 5,924 – –
GFS
94
GYL Financial Synergies
Connecticut
$416K 5,880 – –
IAS
95
Insigneo Advisory Services
Florida
$408K 5,834 +438 +8%
KFI
96
Key Financial Inc
Pennsylvania
$398K 5,624 +384 +7%
AWA
97
Amplius Wealth Advisors
Pennsylvania
$396K 5,586 -1,600 -22%
BAM
98
Belpointe Asset Management
Nevada
$389K 5,498 – –
IWC
99
Integrated Wealth Concepts
Massachusetts
$382K 5,391 -95 -2%
WIC
100
Willis Investment Counsel
Georgia
$378K 5,341 -225 -4%
2 3
4
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