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WisdomTree US Total Dividend Fund
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Overview Fund Activity

196 hedge funds and large institutions have $695M invested in WisdomTree US Total Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+16
Holders Change %
+8.89%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
69
Reduced
45
Closed
8
Calls
$1.8M
Puts
$130K
Net Calls
+$1.67M
Net Calls Change
-$16.4M

Top Buyers

1
EP
Essential Planning
New Hampshire
+$22.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.13M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.74M
4
IAA
Independent Advisor Alliance
North Carolina
+$4.42M
5
SA
Sanctuary Advisors
Indiana
+$3.91M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$1.76M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.42M
3
NS
NBC Securities
Alabama
-$1.4M
4
BWP
Baldwin Wealth Partners
Massachusetts
-$1.18M
5
SFS
Sowell Financial Services
Arkansas
-$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCA
76
DSG Capital Advisors
Minnesota
$764K +$764K +10,076 New
KCM
77
Kendall Capital Management
Maryland
$753K -$49.3K -650 -6%
MLA
78
My Legacy Advisors
Oregon
$750K -$54.9K -714 -7%
GWP
79
Gateway Wealth Partners
Wisconsin
$740K +$34K +448 +5%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$736K +$3.19K +42 +0.4%
RCM
81
RMR Capital Management
California
$725K +$531 +7 +0.1%
IAS
82
Insigneo Advisory Services
Florida
$719K +$190K +2,500 +36%
AI
83
Atria Investments
North Carolina
$714K +$147K +1,937 +26%
BP
84
Ballentine Partners
Massachusetts
$655K – – –
BCM
85
Brookstone Capital Management
Illinois
$654K -$367K -4,842 -36%
KFI
86
Key Financial Inc
Pennsylvania
$643K +$150K +1,983 +31%
RWM
87
Revisor Wealth Management
Ohio
$614K +$70.2K +921 +13%
CFG
88
Cornerstone Financial Group
Nebraska
$592K +$592K +7,800 New
SC
89
Savant Capital
Illinois
$577K – – –
AC
90
Avestar Capital
New York
$559K +$296K +3,905 +113%
SS
91
Sunbelt Securities
Texas
$556K +$1.75K +23 +0.3%
AWA
92
Alta Wealth Advisors
Massachusetts
$551K -$3.04K -40 -0.5%
WTFG
93
Wood Tarver Financial Group
Idaho
$549K +$549K +7,247 New
TFG
94
Team Financial Group
California
$536K -$3.04K -40 -0.6%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$531K – – –
SCTC
96
Sanibel Captiva Trust Company
Florida
$520K – – –
CFD
97
Creative Financial Designs
Indiana
$497K +$11.2K +148 +2%
TC
98
TownSquare Capital
Utah
$465K +$19K +250 +4%
NG
99
Norden Group
Utah
$464K +$19K +250 +4%
GVAG
100
Great Valley Advisor Group
Delaware
$461K +$5.38K +71 +1%
2 3
4
5 6