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WisdomTree US Total Dividend Fund
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Overview Fund Activity

180 hedge funds and large institutions have $636M invested in WisdomTree US Total Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.6%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
49
Reduced
57
Closed
14
Calls
$30.8M
Puts
$12.8M
Net Calls
+$18.1M
Net Calls Change
+$13.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.2M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$7.61M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.75M
4
FIA
4
Foundations Investment Advisors
Arizona
$4.8M
5
BWP
5
Baldwin Wealth Partners
Massachusetts
$1.45M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$991K
2
TWD
2
True Wealth Design
Ohio
$0
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$0
4
MLA
4
My Legacy Advisors
Oregon
$803K
5
PFG
5
Pinnacle Financial Group
Illinois
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BP
76
Ballentine Partners
Massachusetts
$663K 8,640 – –
KFP
77
KMG Fiduciary Partners
Ohio
$646K 8,426 +8,426 New
SC
78
Savant Capital
Illinois
$583K 7,608 – –
AI
79
Atria Investments
North Carolina
$574K 7,480 +1,042 +16%
SS
80
Sunbelt Securities
Texas
$560K 7,304 -3,199 -30%
AWA
81
Alta Wealth Advisors
Massachusetts
$560K 7,298 +13 +0.2%
RWM
82
Revisor Wealth Management
Ohio
$547K 7,133 – –
TFG
83
Team Financial Group
California
$545K 7,111 -278 -4%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$536K 6,994 – –
IAS
85
Insigneo Advisory Services
Florida
$535K 6,974 +1,140 +20%
SCTC
86
Sanibel Captiva Trust Company
Florida
$525K 6,850 – –
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$499K 6,506 -347 -5%
KFI
88
Key Financial Inc
Pennsylvania
$498K 6,496 +872 +16%
CFD
89
Creative Financial Designs
Indiana
$491K 6,400 +83 +1%
SCA
90
Sandy Cove Advisors
Massachusetts
$481K 6,276 +33 +0.5%
MML Investors Services
91
MML Investors Services
Massachusetts
$465K 6,059 -1,425 -19%
GVAG
92
Great Valley Advisor Group
Delaware
$461K 6,007 -2,129 -26%
Cerity Partners
93
Cerity Partners
New York
$454K 5,924 – –
TC
94
TownSquare Capital
Utah
$451K 5,886 +946 +19%
NG
95
Norden Group
Utah
$450K 5,866 +5,866 New
IWC
96
Integrated Wealth Concepts
Massachusetts
$441K 5,756 +365 +7%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$431K 5,651 -592 -9%
AWA
98
Amplius Wealth Advisors
Pennsylvania
$428K 5,586 – –
BAM
99
Belpointe Asset Management
Nevada
$422K 5,498 – –
WIC
100
Willis Investment Counsel
Georgia
$410K 5,341 – –
2 3
4
5 6