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WisdomTree US Total Dividend Fund
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Overview Fund Activity

132 hedge funds and large institutions have $288M invested in WisdomTree US Total Dividend Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
32
Reduced
39
Closed
9
Calls
$1.01M
Puts
$4.45M
Net Calls
-$3.43M
Net Calls Change
-$691K

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$32.4M
2
CAN
2
Cetera Advisor Networks
California
$6.05M
3
Bank of America
3
Bank of America
North Carolina
$65.7M
4
JFS
4
JD Financial Services
Pennsylvania
$4M
5
FTUS
5
Flow Traders U.S.
New York
$2.96M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$35M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$0
4
SPIA
4
Steward Partners Investment Advisory
New York
$2.61M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$151K – – –
BFG
102
Baron Financial Group
New Jersey
$142K – – –
PA
103
Parallel Advisors
California
$118K – – –
HI
104
Harbour Investments
Wisconsin
$117K -$7.22K -122 -6%
IA
105
IFP Advisors
Florida
$117K – – –
M
106
MOTCO
Texas
$113K +$113K +1,900 New
CFGS
107
Concourse Financial Group Securities
Alabama
$85K – – –
CFD
108
Creative Financial Designs
Indiana
$74K +$74K +1,246 New
COCM
109
Charter Oak Capital Management
New Hampshire
$65K – – –
GWSG
110
GPS Wealth Strategies Group
Colorado
$60K – – –
AA
111
Ancora Advisors
Ohio
$51K – – –
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$50K +$50K +844 New
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46K – – –
JCM
114
Jacobi Capital Management
Pennsylvania
$41K +$236 +4 +0.6%
1IA
115
1834 Investment Advisors
Wisconsin
$38K – – –
IWP
116
IAG Wealth Partners
Wisconsin
$36K -$18.4K -304 -34%
JPLA
117
Joseph P. Lucia & Associates
New York
$33K – – –
AIC
118
Archer Investment Corporation
Indiana
$29.6K – – –
CFN
119
Cordasco Financial Network
Florida
$28K – – –
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$27K +$27K +456 New
TIM
121
Tortoise Investment Management
New York
$18K – – –
LFG
122
Larson Financial Group
Missouri
$18K – – –
Barclays
123
Barclays
United Kingdom
$15K +$15K +252 New
AA
124
Addison Advisors
Vermont
$14K +$14K +240 New
AIM
125
Anchor Investment Management
South Carolina
$13.2K – – –
2 3 4
5
6