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WisdomTree US Total Dividend Fund

128 hedge funds and large institutions have $272M invested in WisdomTree US Total Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
30
Reduced
39
Closed
8
Calls
$386K
Puts
$3.13M
Net Calls
-$2.74M
Net Calls Change
-$3.83M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
101
IFP Advisors
Florida
$112K -$11.9K -210 -10%
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$105K +$105K +1,864 New
SCA
103
Stonebridge Capital Advisors
Minnesota
$102K +$102K +1,804 New
SFS
104
Sowell Financial Services
Arkansas
$92K
CFGS
105
Concourse Financial Group Securities
Alabama
$81K
Vontobel Holding
106
Vontobel Holding
Switzerland
$79K
TF
107
Tompkins Financial
New York
$73K
COCM
108
Charter Oak Capital Management
New Hampshire
$62K
GWSG
109
GPS Wealth Strategies Group
Colorado
$57K -$179K -3,200 -76%
IWP
110
IAG Wealth Partners
Wisconsin
$51K
AA
111
Ancora Advisors
Ohio
$49K
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$49K
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$44K -$154K -2,710 -78%
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.9K
JCM
115
Jacobi Capital Management
Pennsylvania
$39K +$225 +4 +0.6%
1IA
116
1834 Investment Advisors
Wisconsin
$36K
Citigroup
117
Citigroup
New York
$34K +$30.5K +542 +874%
JPLA
118
Joseph P. Lucia & Associates
New York
$31K
AIC
119
Archer Investment Corporation
Indiana
$28.3K
CFN
120
Cordasco Financial Network
Florida
$27K
TIM
121
Tortoise Investment Management
New York
$17K
LFG
122
Larson Financial Group
Missouri
$17K
AIM
123
Anchor Investment Management
South Carolina
$12.5K +$113 +2 +0.9%
TAM
124
Townsend Asset Management
North Carolina
$9K
JFA
125
JNBA Financial Advisors
Minnesota
$8K